Senior Tax Information Reporting Consultant

  • Full-time

Company Description

We believe everyone should be able to participate and thrive in the economy. So we’re building tools that make commerce easier and more accessible to all. We started with a little white credit card reader but haven’t stopped there. Our new reader helps our sellers accept chip cards and NFC payments, and our Cash app lets people pay each other back instantly. We’re empowering the independent electrician to send invoices, setting up the favorite food truck with a delivery option, helping the ice cream shop pay its employees, and giving the burgeoning coffee chain capital for a second, third, and fourth location. Let’s shorten the distance between having an idea and making a living from it. We’re here to help sellers of all sizes start, run, and grow their business—and helping them grow their business is good business for everyone.

Job Description

Square’s Tax Team is committed to tax information reporting done timely, efficiently, and accurately. To support our growth in tax information reporting compliance, we are seeking a highly motivated and resourceful individual who is dedicated to accurate, reconciled data and to improving our processes in completing our tax information reporting obligations for our various products. The candidate must know the U.S. tax information reporting rules – particularly those under IRC Sections 6050W, 6041, 1441 and 3406. Knowledge of FATCA is also a plus. The ideal candidate must be a quick learner, a creative problem-solver, and a collaborative team member. This function works collaboratively with different teams across the company, including many product teams, support, accounting, legal and compliance. This person is energized by ensuring tax compliance needs are met and resolving tax reporting problems for our customers.

You will:

  • Assist with annual information reporting compliance data gathering, file preparations and uploads to ensure timely distribution of forms, including but not limited to Forms 1099-C,1099-K, 1099-MISC, 1099-OID and 1042-S
  • Assist and ensure timely annual information reporting compliance filings, including but not limited to Forms 945, 1042 and 8966
  • Assist with the new annual BTTPS reporting in Australia to the ATO and ensure timely compliance
  • Assist with detailed reviews of reporting data to correct for obvious errors and identify missing tax identification numbers
  • Ensure distribution of mailed tax forms are timely postmarked
  • Oversee and track the B Notice processes – generate and issue timely B Notice letters, track responses received, review and compile inventory tracking status for action upon deadline and post deadline
  • Respond, in a timely fashion, to Support inquiries from customers as they relate to tax information reporting and guide cross-functional teams to resolution
  • Collaborate with Customer Engagement, Account Management, Sales, Communications, and Support teams on regular customer communications and drive campaigns with customers to update accurate tax information
  • Spot trends of tax reporting issues and propose solutions to solve for related pain points amongst our customers
  • Advocate for customers by identifying trends in issues and suggesting improvements to processes, policies, and products
  • Help ensure customer data in OneSource is correct and ensure proper maintenance of such data
  • Assist with ad hoc requests and projects as necessary

Qualifications

You have:

  • 10+ years of experience directly in informational tax reporting – in financial services (bank, brokerage, payment processing) would be a plus
  • Solid understanding of U.S. tax rules and associated exposures around information reporting. Tax reporting experience on cross border payments would be a significant plus
  • Excellent time-management skills
  • Superb attention to detail and follow-through – including the ability to take the detailed data provided to form a coherent and correct tax picture
  • Passion for data integrity, able to multi-task and take on additional responsibilities as necessary
  • Strong organizational, analytical, written, and verbal communication skills
  • The ability to quickly adapt to new situations and think on your feet
  • An interest and background in data mining, sorting/searching and formatting for tax reporting purposes – Helpful, not required
  • Dedication to the improvement of your skills and work product – including through implementing feedback
  • Empathy for small businesses – and the many challenges they face
  • A desire to help people and improve the customer experience
  • Excellent proficiency in Excel
  • Thomson Reuters OneSource Tax Information Reporting system – helpful, not required

Additional Information

At Square, we value diversity and always treat all employees and job applicants based on merit, qualifications, competence, and talent. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.

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