Senior 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 Sr. 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 is 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. 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:

  • 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-B, 1099-C, 1099-INT, 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.

  • Assist with international reporting regimes (e.g., BTTPS, DACs/CRS) and ensure timely compliance.

  • Assist with developing and building best practices in the cryptocurrency/digital assets reporting world. 

  • Assist with detailed reviews of reporting data to identify and correct for obvious errors.

  • Ensure distribution of mailed tax forms are timely postmarked.

  • Help develop best-in-class 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) – 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: 

  • 7+ years of experience directly in tax informational reporting – in FinTech/financial services/cryptocurrency (bank, brokerage, exchange, payment processing) would be a plus.

  • Strong organizational, analytical, written, and verbal communication 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, and spot check issues.

  • Excellent time-management skills and ability to prioritize multiple workstreams in parallel while maintaining the utmost degree of accuracy and quality.

  • Passion for data integrity, able to multi-task and take on additional responsibilities as necessary.

  • 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.

  • 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

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. Square is a proud equal opportunity employer. We work hard to evaluate all employees and job applicants consistently, without regard to race, color, religion, gender, national origin, age, disability, pregnancy, gender expression or identity, sexual orientation, citizenship, or any other legally protected class. 

We believe in being fair, and are committed to an inclusive interview experience, including providing reasonable accommodations to disabled applicants throughout the recruitment process. We encourage applicants to share any needed accommodations with their recruiter, who will treat these requests as confidentially as possible. Want to learn more about what we’re doing to build a workplace that is fair and square? Check out our I+D page

Additionally, we consider qualified applicants with criminal histories for employment on our team, and always assess candidates on an individualized basis.


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

Square, Inc. (NYSE: SQ) builds tools to empower businesses and individuals to participate in the economy. Sellers use Square to reach buyers online and in person, manage their business, and access financing. Individuals use Cash App to spend, send, store, and invest money. And TIDAL is a global music and entertainment platform that expands Square's purpose of economic empowerment to artists. Square, Inc. has offices in the United States, Canada, Japan, Australia, Ireland, Spain, Norway, and the UK.

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