Product Manager - Internal Product (Tax)

Who We Are

• Alpaca is a US-headquartered, global leader in agent-first 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 10 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 backed by $400 million in funding from top-tier global
• investors including Portage Ventures, Spark Capital, Tribe Capital, Social
• Leverage, Horizons Ventures, Opera Tech Ventures, SBI Group, Derayah Financial,
• Unbound, Peak XV, Elefund, and Y Combinator.

Our Team Members

• We're a dynamic team of 400+ 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.

Your Role

• Own the tax product lifecycle at a rapidly scaling self-clearing broker-dealer.

• 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. You will ensure that tax operations scale reliably as Alpaca adds new
• asset classes, account types, and partner institutions.

Things You Get To Do

• 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.

Define timelines, acceptance criteria, and quality gates that ensure on-time,

accurate filings year after year.

• 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.

• Scale for New Products: Extend tax infrastructure to support new asset

classes (fixed income, crypto staking rewards), new account types (IRAs,

advisory), and multi-entity structures. 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.

• Data Architecture: Ensure foundational database infrastructure correctly

captures and saves diverse income types, entity codes, and account rules

(IRAs, HSAs) before they hit the tax systems.

• Internal Monitoring: Design and launch internal monitoring tools and health

dashboards that provide real-time visibility into filing statuses, error

rates, and corrections cycles

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. You have lived through at

least one full tax season at a broker-dealer or clearing firm.

• Product Management Experience: Proven track record in Product Management or

technical program management roles at a fintech, brokerage, or financial

infrastructure company. You know how to create a roadmap, manage a backlog,

and ship under hard deadlines.

• Vendor Management: Hands-on experience managing third-party tax or financial

technology vendors. You can hold vendors accountable to SLAs while

maintaining productive partnerships.

• Cross-Functional Leadership: 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.

• Technical Fluency: 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.

Who You Might Be (Nice-to-Haves)

• Familiarity with international tax reporting frameworks (FATCA, CRS, 1042-S)
• Experience building or integrating cost basis engines or tax lot accounting

systems

• Strong familiarity with AI/automation applied to tax operations or

reconciliation workflows

HOW WE TAKE CARE OF YOU

• Competitive Salary & Stock Options
• Health Benefits
• New Hire Home-Office Setup: One-time USD $500
• Monthly Stipend: USD $150 per month via a Brex Card

Alpaca is proud to be an equal opportunity workplace dedicated to pursuing and

hiring a diverse workforce.

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