Senior Manager, Tax Information Reporting

  • San Francisco, CA
  • Full-time

Company Description

We believe the economy is better when everyone has access. When everyone has room to grow. No one should be left out because the cost is too great or the technology too complex. We started with a little white credit card reader but haven’t stopped there. 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. 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 is looking for a Tax Information Reporting Senior Manager to join its tax function. To support our growth in tax information reporting compliance, we are seeking a highly motivated and resourceful individual who is adept and dedicated to Square’s overall compliance with 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, 6050P, 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. This position is located in San Francisco, CA. 

We are looking for passionate individuals who will work as a member of Square’s tax team, leading efforts to support tax information reporting that is done timely, efficiently, and accurately. 

You will:

  • Be responsible for technical tax research for all areas of tax information reporting, including but not limited to, IRC Sections 6041, 6050P, 6050W, 1441 and 3406
  • Assist with annual information reporting compliance data gathering, file preparations and uploads to ensure timely distribution of forms, including but limited to Forms 1099-B, 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 Australia's annual BTTPS reporting to the ATO and ensure timely compliance
  • Assist with detailed reviews of reporting data to identify and correct for obvious errors
  • Ensure distribution of mailed tax forms are timely postmarked
  • Oversee and track the processes for compliance events (B Notice, 972CG) - generate and issue timely compliance 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
  • Work 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


You have:

  • 10+ years of experience directly in tax informational 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 needed
  • Strong organizational, analytical, written and verbal communication skills
  • The ability to quickly adapt to new situations and think on your feet
  • 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
Even better:
  • Tax audit experience in areas of Information Reporting
  • An interest and background in data mining, sorting/searching and formatting for tax reporting purposes
  • Thomson Reuters OneSource Tax Information Reporting system

Additional Information

At Square, our purpose is to empower – within and outside of our walls. In order to build the best tools for the businesses and customers we support all over the world, we have to start at home with a workforce as diverse and empowered as our sellers. To this end, we take great care to evaluate all employees and job applicants equally, based on merit, competence, and qualifications. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or any other characteristic protected by law. We encourage candidates from all backgrounds to apply and always consider qualified applicants with arrest and conviction records, in accordance with the San Francisco Fair Chance Ordinance. Applicants in need of special assistance or accommodation during the interview process or in accessing our website may contact us by sending an email to assistance(at) We will treat your request as confidentially as possible. In your email, please include your name and preferred method of contact, and we will respond as soon as possible. Perks At Square, we want you to be well and thrive. Our global benefits package includes: Healthcare coverage, Retirement Plans, Employee Stock Purchase Program, Meal reimbursements, Wellness perks, Paid parental leave, Flexible time off, Learning and Development resources