Director, Global Tax Information, Reporting & Withholding
Job Description
Block is one company built from many blocks, all united by the same purpose of economic empowerment. The blocks that form our foundational teams — People, Finance, Counsel, Hardware, Information Security, Platform Infrastructure Engineering, and more — provide support and guidance at the corporate level. They work across business groups and around the globe, spanning time zones and disciplines to develop inclusive People policies, forecast finances, give legal counsel, safeguard systems, nurture new initiatives, and more. Every challenge creates possibilities, and we need different perspectives to see them all. Bring yours to Block.
The Role
You will lead customer and payee tax reporting, documentation, and withholding across Square, Cash App, Afterpay, and our other Block businesses. You will also lead the team and providers, embed requirements in products and onboarding, modernize operations to improve compliance and customer experience.
You Will
- Own global reporting and withholding strategy, governance, and implementation of regulatory changes.
- Own Forms 1099 and 1042-S, including filing, recipient delivery, reconciliations, and corrections. Lead digital asset reporting, including applicable cost basis and transfer-reporting requirements.
- Own backup and foreign-person withholding, including under Chapters 3 and 4, state obligations, deposits, reconciliations, and Forms 945 and 1042.
- Lead applicable FATCA, Form 8966, CRS, DAC7, Australian and other local reporting.
- Partner with Product, Engineering, and Data to build and test documentation, reportability, withholding, and reporting logic, including W-9/W-9 validation, W-8 expiration tracking, TIN matching, and remediation. .
- Lead notices, B-Notice processes, examinations, and penalty defense, including CP2100/CP2100A, Notice 972CG, reasonable cause, and abatement. .
- Own reporting and withholding controls; coordinate SOX requirements with Tax Reporting and Internal Audit.
- Develop the team and manage platforms and providers, with clear responsibilities, review standards, escalation, and backup coverage.
- Deliver an automation roadmap with Tax Technology and Engineering, improving data quality, controls, timeliness, cost, and customer experience.
You Have
- 10+ years of information reporting and withholding experience, including high-volume operations in payments, fintech, digital assets, or financial services.
- Bachelor's degree in Accounting, Finance, or a related field. CPA, MST, or JD strongly preferred.
- Deep 1099, Chapters 3 and 4, FATCA, and CRS expertise, with hands-on withholding, deposit, reconciliation, and related filing experience. .
- Experience translating tax requirements into tested product specifications; advanced transaction-data analysis skills.
- Experience rebuilding high-volume workflows and delivering measurable improvements through automation or AI.
- Experience leading high-volume notice, penalty, and examination responses, including reasonable and abatement.
- People leadership and clear communication of reporting risk to technical, business, and executive audiences
Even Better
- Form 1099-DA or other digital asset reporting implementation.
- Platform implementation or migration, high-volume corrections, and coordination with Support, Legal, and Compliance.
Technologies We Use and Teach
- We expect tax leaders to redesign processes, implement AI and automation, and develop team capabilities. Validate outputs and maintain technical accuracy, documentation, controls, and audit defensibility within Block's data governance and privilege protocols.
We’re working to build a more inclusive economy where our customers have equal access to opportunity, and we strive to live by these same values in building our workplace. Block is an equal opportunity employer evaluating all employees and job applicants without regard to identity or any legally protected class. We will consider qualified applicants with arrest or conviction records for employment in accordance with state and local laws and “fair chance” ordinances.
We believe in being fair, and are committed to an inclusive interview experience, including providing reasonable accommodations to disabled applicants throughout the recruitment process. We encourage applicants to share any needed accommodations with their recruiter, who will treat these requests as confidentially as possible. Want to learn more about what we’re doing to build a workplace that is fair and square? Check out our I+D page.
While there is no specific deadline to apply for this role, U.S. roles are typically open for an average of 55 days before being filled by a successful candidate. Please refer to the date listed at the top of this job page for when this role was first posted.
Block takes a market-based approach to pay, and pay may vary depending on your location. U.S. locations are categorized into one of four zones based on a cost of labor index for that geographic area. The successful candidate’s starting pay will be determined based on job-related skills, experience, qualifications, work location, and market conditions. These ranges may be modified in the future.
To find a location’s zone designation, please refer to this resource. If a location of interest is not listed, please speak with a recruiter for additional information.
Application Guidelines
Candidates may submit up to 9 active applications within a 60-day period. Reapplications to the same role are accepted 90 days after a previous application has been reviewed.
Use of AI in Our Hiring Process
We may use automated AI tools to evaluate job applications for efficiency and consistency. These tools comply with local regulations, including bias audits, and we handle all personal data in accordance with state and local privacy laws.
Contact us here with hiring practice or data usage questions.
Every benefit we offer is designed with one goal: empowering you to do the best work of your career while building the life you want. Remote work, medical insurance, flexible time off, retirement savings plans, and modern family planning are just some of our offering. Check out our other benefits at Block.
Block, Inc. (NYSE: XYZ) builds technology to increase access to the global economy. Each of our brands unlocks different aspects of the economy for more people. Square makes commerce and financial services accessible to sellers. Cash App is the easy way to spend, send, and store money. Afterpay is transforming the way customers manage their spending over time. TIDAL is a music platform that empowers artists to thrive as entrepreneurs. Bitkey is a simple self-custody wallet built for bitcoin. Proto is a suite of bitcoin mining products and services. Together, we’re helping build a financial system that is open to everyone.