Block Director at Block leads global tax information reporting, documentation, and withholding across multiple business units. Oversees compliance, automation, and team management to improve tax operations and customer experience.
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 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.
Qualification
Bachelor's degree in AccountingDeep 1099Experience leading high-volume noticePlatform implementation or migrationTechnologies We Use and TeachCPAMSTJD
Required
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 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
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.
