Director, Global Tax Information, Reporting & Withholding

Block; San Francisco (CA); On-site; USD 180,000 - 240,000; Full time

Job summary

Block seeks an experienced Tax Reporting Leader to manage global reporting and withholding across Block's businesses, driving regulatory compliance and automation enhancements. You will oversee Forms 1099/1042-S, digital asset reporting, and cross‑functional collaboration with Product, Engineering, and Data teams.

The role requires 10+ years in information reporting and withholding, plus a relevant degree (CPA/MST/JD preferred).

Qualifications

• 10+ years of information reporting and withholding experience.
• Bachelor's degree in Accounting, Finance, or related field; CPA/MST/JD strongly preferred.

Responsibilities

• 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 cost basis and transfer-reporting requirements.
• Own backup and foreign-person withholding, including Chapters 3 and 4, state obligations, deposits, reconciliations, and Forms 945 and 1042.
• Lead FATCA, Form 8966, CRS, DAC7, Australian and other local reporting.
• Partner with Product, Engineering, and Data to build reporting logic, including W-9/W-9 validation, W-8 expiration tracking, TIN matching, remediation.
• Lead notices, B-Notice processes, examinations, and penalty defense (CP2100/CP2100A, Notice 972CG, reasonable cause, 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 and backup coverage.
• Deliver an automation roadmap with Tax Tech and Engineering to improve data quality, controls, timeliness, cost, and customer experience.

Skills

Information reporting

Withholding experience

Payments/fintech domain

Leadership

Education

Bachelor's degree in Accounting, Finance, or related field

CPA, MST, or JD preferred

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.