Alpaca
Product Manager - Internal Product (Tax)
Remote - Americas · Senior
Sponsorship not specifiedDetected 19 days ago
SparkProduct ManagementProduct StrategyAccountingVendor ManagementLeadership
About the role
- Define timelines, acceptance criteria, and quality gates that ensure on-time, accurate filings year after year.
- Proactively identify gaps before they become blockers.
- Upstream Data Government: Ensure that tax operations scale reliably by partnering with core engineering teams to ensure upstream data ingestion is architected correctly from day one.
Responsibilities
- Drive the product roadmap for IRS reporting (1099-B, 1099-DIV, 1099-INT, 1099-MISC, 1042-S) and state-level requirements.
- Own relationships with tax technology vendors, and manage ongoing performance.
- Build the cross-functional calendar for tax season, track dependencies across Engineering, Operations, and Compliance, and ensure zero missed deadlines.
- Extend tax infrastructure to support new asset classes (fixed income, crypto staking rewards), new account types (IRAs, advisory), and multi-entity structures.
- Comfortable working with data systems, understanding file formats (e.g., IRS schemas, FIRE format), and partnering closely with engineers on system design and data reconciliation.
- Own the tax product lifecycle at a rapidly scaling self-clearing broker-dealer.
- Own Tax Reporting End-to-End: Drive the product roadmap for IRS reporting (1099-B, 1099-DIV, 1099-INT, 1099-MISC, 1042-S) and state-level requirements.
- Vendor Management: Own relationships with tax technology vendors, and manage ongoing performance.
- Meet Critical Tax Deadlines: Build the cross-functional calendar for tax season, track dependencies across Engineering, Operations, and Compliance, and ensure zero missed deadlines.
Requirements
- Deep working knowledge of US brokerage tax reporting, like 1099 production, cost basis regulations (including wash sales and corporate actions), and IRS filing requirements.
- You have lived through at least one full tax season at a broker-dealer or clearing firm.
- Exceptional ability to coordinate across Engineering, Operations, Compliance, and Legal.
- You can translate complex tax rules into clear engineering requirements and defend prioritization decisions to senior stakeholders.
- Familiarity with international tax reporting frameworks (FATCA, CRS, 1042-S)
- Who You Are (Must-Haves):
- Tax Domain Expertise: Deep working knowledge of US brokerage tax reporting, like 1099 production, cost basis regulations (including wash sales and corporate actions), and IRS filing requirements.
Compensation
- One-time USD $500
- Your mission is to build and operate the systems, vendor relationships, and processes that keep Alpaca accurate, compliant, and on time across every tax obligation, from daily cost basis tracking through annual 1099 delivery and IRS filing.
- USD $150 per month via a Brex Card
Benefits
- Our recent Series D funding round brought our total investment to over $320 million, fueling our ambitious vision.
- Design and launch internal monitoring tools and health dashboards that provide real-time visibility into filing statuses, error rates, and corrections cycles
- Competitive Salary & Stock Options
- Health Benefits
Company info
- Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series D funding round brought our total investment to over $320 million, fueling our ambitious vision.
- Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 9 million brokerage accounts.
- Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it.
- Alpaca is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator.
- Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more.
- Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs.
- This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 9 million brokerage accounts.
- Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet.
- We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it.
- Our Team Members:
- We're a dynamic team of 380+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond!
- We're searching for passionate individuals eager to contribute to Alpaca's rapid growth.
- If you align with our core values-Stay Curious, Have Empathy, and Be Accountable-and are ready to make a significant impact, we encourage you to apply.
Equal opportunity
- Alpaca is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.
- equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.
This listing is sourced directly from Alpaca's careers page and normalized into a canonical job model.