Manager, Tax Information Reporting

  • San Francisco, CA
  • Full-time

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 mobile phone into a credit card reader. Since then Square has been building an entire business toolkit of both hardware and software products including Square Capital, Square Terminal, Square Payroll, 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 Information Reporting Manager to join our tax function. To support our growth in tax information reporting compliance, we are looking for a 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 multiple products. You are proficient in the U.S. tax information reporting rules – particularly those under IRC Sections 6050W, 6041, 6050P, 1441 and 3406. Knowledge of FATCA and international tax information reporting rules are also a plus. This function collaborates with different teams across the company, including many product teams, support, accounting, legal and compliance. You are energized by ensuring tax compliance needs are met and resolving tax reporting problems for our customers. This position is located in San Francisco, CA.

You will:

  • Help report compliance data gathering, file preparations and uploads to ensure timely distribution of forms, including but not limited to Forms 1099-B, 1099-C, 1099-K, 1099-MISC, 1099-NEC, 1099-OID and 1042-S.
  • Assist and ensure timely annual information reporting compliance filings, including but not limited to Forms 945, 1042 and 8966.
  • Help with Australia's annual BTTPS reporting to the ATO and ensure timely compliance.
  • Help with detailed reviews of reporting data to identify and correct for obvious errors.
  • Ensure distribution of mailed tax forms are postmarked in a timely fashion.
  • Help develop outstanding SOPs for intake of new data streams, new filers, new reporting regimes, and new compliance procedures.
  • Oversee and track the processes for compliance events (B Notice, C Notice, 972CG) – create and issue compliance letters, track responses received, review and compile inventory tracking status for action upon deadline and post deadline.
  • Respond to support inquiries from customers as they relate to tax information reporting and guide 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 and maintain customer data in OneSource.
  • Help with ad hoc requests and projects as necessary.


You have:

  • 7+ years of experience directly in tax informational reporting – in FinTech/financial services (bank, brokerage, payment processing).
  • The ability to take the detailed data provided to form a coherent and correct tax picture, and spot check issues.
  • Passion for data integrity.
  • Experience with U.S. tax rules and associated exposures around information reporting. Tax reporting experience on cross border payments would be a significant plus.
  • Excellent proficiency in Excel.
  • Tax audit experience in areas of Information Reporting
  • An interest and background in data mining, sorting/searching and formatting for tax reporting purposes
  • Experience with Thomson Reuters OneSource Tax Information Reporting system.




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. 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.


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
  • Paid time off
  • Learning and Development resources
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