Tax Accountant - Tax Information Reporting

  • San Francisco, CA
  • Employees can work remotely
  • Full-time
  • Position open to remote: Yes

Company Description

Square builds common business tools in unconventional ways so more people can start, run, and grow their businesses. When Square started, it was difficult and expensive (or just plain impossible) for some businesses to take credit cards. Square made credit card payments possible for all by turning a smartphone into a credit card reader. Since then Square has been building an entire business toolkit of both hardware and software products including Square Terminal, Square Appointments, Square Online Store, and more. We’re working to find new and better ways to help businesses succeed on their own terms—and we’re looking for people like you to help shape tomorrow at Square

Job Description

Square is looking for a Tax Accountant to join its growing Tax Information Reporting team. To support our growth in tax information reporting compliance and data processes, we are looking for a person who is adept and dedicated to Square's overall mission to ensure compliance with accurate and reconciled data in completing our tax information reporting obligations for our multiple products. You are familiar with 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. You have, an eye for details and is a collaborative team member. You are energized by data accuracy, data reconciliations and auditable results.

You will:

  • Help with annual information reporting compliance data gathering, file preparations and uploads to ensure distribution of forms, including Forms 1099-B, 1099-C, 1099-K, 1099-MISC, 1099-NEC, 1099-OID and 1042-S
  • Help with detailed reviews of reporting data to correct for obvious errors and identify missing tax identification numbers
  • Help review Australia's annual BTTPS reporting data to the ATO and prepare reconciliations to ensure accurate reporting of accounts
  • Ensure distribution of mailed tax forms are postmarked on time
  • Prepare detailed tracking data for the B and C Notices and Annual Solicitation processes – create and issue compliance letters, track responses received, review and compile inventory tracking status for action upon deadline and post deadline
  • Prepare working files to review data accuracy and completeness, and help maintain auditable support documentation for information reporting compliance processes and events. Reconcile and document all support materials to filings and compliance processes
  • Prepare detailed reconciliations of information reporting data and report out audit issues and suggested actions to resolution
  • Maintain data accuracy to support the growth and scaling in tax information reporting
  • Scan, upload and save support files for documentation and audit purposes
  • Help ensure customer data in OneSource and other systems are correct and ensure maintenance of such data
  • Help with annual information reporting compliance filings, including Forms 945, 1042 and 8966
  • Help look into support inquiries from customers as they relate to tax information reporting
  • Work with Customer Engagement, Account Management, Sales, Communications, and Support teams to guide campaigns with customers to update accurate tax information
  • Help with ad hoc requests and projects

Qualifications

You have:

  • 4+ years experience – public accounting firm or equivalent experience at a multinational corporation.
  • 3+ years of overall tax experience, ideally with specific tax informational reporting experience – in financial services or FinTech (bank, brokerage, payment processing)
  • BS in Accounting or Finance
  • You will take the detailed data provided and reconcile at a summary level to validate the accuracy, completeness and reasonableness of the accounts
  • Passion for organization of files and data for ease of tracking, search and reviews
  • Conduct self reviews working through detailed data
  • Passion for data integrity
  • Passionate for learning and improvement
  • Excellent proficiency in Excel, including VLOOKUP function and pivot tables
  • Knowledge with Thomson Reuters OneSource Tax Information Reporting application 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, qualifications, professional competence, and talent. We do not discriminate on the basis of race, religion, color, national origin, ancestry, pregnancy status, sex, gender identity or expression, sexual orientation, age, marital status, veteran status, mental or physical disability, medical condition, or any other characteristic protected by law. We encourage candidates from all backgrounds to apply. 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)squareup.com. 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
  • Wellness perks
  • Paid parental leave
  • Flexible time off
  • Learning and Development resources