Own the end-to-end CARF, DAC8, CRS 2.0, FATCA, and 1099-DA reporting cycle for all OKX entities, including data extraction, reconciliation, QA, and filing.
Define and own the data specification feeding the tax platform vendor, working with Product and Data Engineering.
Manage global self-certification design, vendor relationships, and readiness trackers, reporting to executives.
Own 2026 tax withholding and information reporting for our FINRA-registered broker-dealer.
Review W-9/W-8 documents, reconcile withheld tax to the InteliClear general ledger, and coordinate IRS deposits.
Prepare Forms 1099 and 1042-S filings and support customer tax inquiries.
Atomic Vest builds financial infrastructure for consumer-facing investing experiences across 60 global markets. It has raised $55M and is a remote-first team from tech, banking, finance, and law.
Leads the compliance team and program for tax division bank products, ensuring adherence to federal and state regulations.
Directs risk management, loss prevention, Power BI reporting, and compliance reviews.
Collaborates with BSA/AML, business risk, and regulators on controls and oversight.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They celebrate differences and embrace a HUMBLE*HUNGRY*SMART culture.
Own the end-to-end record-to-report process across international entities, ensuring accurate and timely close within Group deadlines.
Lead technical accounting positions, policy ownership, and statutory reporting while managing audits, controls, and tax compliance.
Manage, coach, and develop a remote R2R team, driving process improvement and automation with NetSuite and other systems.
Xplor Technologies provides vertical software, embedded payments, and AI-powered capabilities for businesses in fitness, recreation, field services, education, and other service-based industries. The company fosters a global network of talented colleagues with a culture focused on values like 'Find a better way' and 'Win together'.
Lead the Tax Division's Enrollment & Onboarding function, building a high-performing team to support peak tax-season volumes.
Serve as decision authority for complex enrollment matters, balancing customer impact, business objectives, and regulatory risk.
Partner across Sales, Compliance, Risk, Operations, and Technology to drive enrollment quality, controls, and customer experience.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. The company values a humble, hungry, and smart approach, celebrating diverse perspectives and fostering an inclusive culture.