Product Manager – Tax Reporting & Statements

Job Description

Principal / Senior Product Manager, Asset (Tax Reporting, Client Statements & Portfolio) | OKX

The Tone:
This is a full-time role at OKX, located in In-person Hong Kong(Hong Kong Island). OKX is a leading crypto exchange and developer of the OKX Wallet, providing millions with access to crypto trading and decentralized applications. The company also serves hundreds of large institutions seeking access to crypto markets, built on a foundation of safety, reliability, and Proof of Reserves. This role is crucial for delivering transparent and reliable asset management experiences to users globally, focusing on critical areas like tax reporting, client statements, and portfolio visibility.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person Hong Kong(Hong Kong Island)

• Team: Asset Team
• Mission: Establish a scalable product framework that supports tax reports and statements for users across different jurisdictions, based on applicable regulatory requirements and customer information.
• Tech Stack: TaxBit, Sovos

What You’ll Actually Do
• Strategic Leadership: Define the long-term vision, strategy, and roadmap for customer tax reporting, client statements, and transaction history.
• Platform Development: Establish a scalable global tax reporting platform and an expansion framework, enabling new markets and reporting requirements to be supported efficiently.
• Regulatory Partnership: Partner with Tax, Legal, and Compliance teams to assess regulatory developments, determine product impact, and prioritize regional initiatives based on regulatory risk, customer needs, and business strategy.
• Product Ownership: Own the development of the Tax Center, including tax documents, reporting status, and transaction history features.
• Integration Leadership: Lead integrations and product strategy for tax and reporting providers such as TaxBit and Sovos.
• Portfolio Contribution: Depending on experience, contribute to portfolio management and asset analytics products, including asset dashboards, portfolio performance, asset allocation, and P&L experiences.

The Must-Haves
• Background: Bachelor’s or Master’s degree in a relevant field such as computer science, engineering, fintech, or business; with prior working experience in brokerage or tax technology within Internet or cryptocurrency companies.
• Experience: Proven working experience in well-known Internet or cryptocurrency companies (e.g., Futu, Tiger, Coinbase); with specific experience in digital asset tax reporting, cost basis, gains and losses calculations, tax forms, or e-invoicing.
• Skills: Ability to translate tax, regulatory, and financial requirements into scalable product capabilities, workflows, and data requirements; rigorous, detail-oriented, and composed under pressure with a high sense of ownership and accountability; excellent analytical and problem-solving skills, with the ability to make data-driven decisions and prioritize competing demands; strong communication and interpersonal skills, with the ability to effectively collaborate with cross-functional teams and influence stakeholders; proficiency in English as a working language, with mandatory Mandarin speaking ability.