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

OKX · San Francisco

Product & Program

Who We Are

At OKX, we believe that the future will be reshaped by crypto, and ultimately contribute to every individual's freedom.

OKX is a leading crypto exchange, and the developer of OKX Wallet, giving millions access to crypto trading and decentralized crypto applications (dApps). OKX is also a trusted brand by hundreds of large institutions seeking access to crypto markets. We are safe and reliable, backed by our Proof of Reserves.

Across our multiple offices globally, we are united by our core principles: We Before Me, Do the Right Thing, and Get Things Done. These shared values drive our culture, shape our processes, and foster a friendly, rewarding, and diverse environment for every OK-er. OKX is part of OKG, a group that brings the value of Blockchain to users around the world, through our leading products OKX, OKX Wallet, OKLink and more.

About the Opportunity

The Asset Team is responsible for delivering transparent and reliable asset management experiences across crypto fund movements, portfolio visibility, transaction history and tax reporting. This role will establish a scalable product framework that supports tax reports and statements for users across different jurisdictions, based on applicable regulatory requirements and customer jurisdiction, address and tax-residency information.

What You’ll Be Doing

Define the long-term vision, strategy and roadmap for customer tax reporting, client statements and transaction history.
Establish a scalable global tax reporting platform and expansion framework, enabling new markets and reporting requirements to be supported efficiently.
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.
Own the development of the Tax Center, including tax documents, reporting status, transaction。
Lead integrations and product strategy for tax and reporting providers such as TaxBit and Sovos.
Depending on the candidate’s experience, contribute to portfolio management and asset analytics products, including asset dashboards, portfolio performance, asset allocation and P&L experiences.

What We Look For In You

Bachelor's or Master's degree in a relevant field (e.g., computer science, engineering, fintech, business).
Prior working experience in well-known Internet/cryptocurrency companies such as Futu, Tiger, Coinbase, etc. preferably in brokerage, tax technology
Ability to translate tax, regulatory and financial requirements into scalable product capabilities, workflows and data requirements.
Experience with digital asset tax reporting, cost basis, gains and losses calculations, tax forms or e-invoicing.
Rigorous, detail-oriented, and composed under pressure. 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 it can be used as a working language, Mandarin speaking will be mandatory.

Perks & Benefits

Competitive total compensation package
L&D programs and Education subsidy for employees' growth and development
Various team building programs and company events
Wellness and meal allowances
Comprehensive healthcare schemes for employees and dependants
More that we love to tell you along the process!

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