Head of Tax Information Reporting

OKX is a crypto exchange and the developer of OKX Wallet, which provides access to crypto trading and decentralized crypto applications. It also serves institutions seeking access to crypto markets.

• Own the end-to-end CARF, DAC8, CRS 2.0, FATCA, and 1099-DA reporting cycle for all in-scope OKX entities, from population definition and data reconciliation through filing, corrections, and tax authority queries
• Define the data specification for the tax platform vendor and work with Product and Data Engineering to build and test the pipeline
• Build and run the QA framework, reconcile files to source data, validate them against OECD XML schemas and local variants, test self-certification checks, and run cross-entity consistency checks. Approve each file before filing
• Manage the tax platform vendor, including scope, delivery calendar, testing, output validation, issue resolution, and annual renewal decisions
• Set group reporting policy and interpret applicable regimes, exercising independent technical judgment with support from Legal and external tax advisers
• Own the global tax self-certification design in onboarding, including validation rules, refresh triggers, and remediation for existing users, working with Compliance and Product
• Define the process for restricting undocumented accounts under DAC8 and CARF, including reason codes and customer communications; coordinate automatic Product restrictions and central monitoring
• Maintain the entity-by-entity readiness tracker for domestic enactment, registration, self-certification coverage, and deadlines
• Report weekly to the CCO and monthly to the CARF steering committee
• Build a small senior team, scaling it through the reporting vendor and outside advisers; coordinate with and train local compliance and entity leads
• Support independent testing by Compliance Monitoring, Risk, and Internal Audit, and tax authority examinations with complete, reproducible records

• 7+ Years in tax information reporting, tax operations, or regulatory data reporting at a global exchange, broker, bank, fintech, or digital asset platform, including at least 3 years leading a team
• Hands-on experience in a global, distributed digital asset business, including exchange or wallet transaction data, multiple legal entities, and users across many jurisdictions
• Strong data skills, including SQL, defining data specifications for engineers, reconciling large transaction datasets to a ledger, identifying discrepancies, and building or running data quality controls on reporting output
• Working knowledge of CARF, DAC8, CRS, and FATCA, including due diligence rules, self-certification requirements, reportable transaction categories, and XML schemas used for exchange
• Experience building a function from a small base, including writing policy, designing controls, hiring a team, and running the first cycle
• Ability to explain data and tax issues clearly to executives, engineers, and local compliance officers, and to run a steering committee
• Sound judgment on when to escalate, comfort working across US, EU, and Asia time zones, and a record of meeting hard filing deadlines
• Будет плюсом: direct CARF or DAC8 implementation experience, tax reporting vendor or platform management, US Form 1099-DA or 1099-B production, backup withholding or Qualified Intermediary reporting, DAC8 60-day account restriction process or equivalent undocumented account remediation at scale, GDPR requirements for sharing customer data with tax authorities including data protection impact assessments, Python or similar scripting for data validation, Databricks or other data warehouse tools, Three Lines Model experience including second-line monitoring and Internal Audit, CPA or chartered tax adviser qualification or equivalent, degree in data science, computer science, or accounting

• Competitive total compensation package
• L&D programs and education subsidy
• Team-building programs and company events
• Comprehensive healthcare schemes for employees and dependants
• Some travel to OKX offices