Product Manager - Internal Product; Tax

Product Manager - Internal Product (Tax)

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.

Alpaca serves 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.

Own the tax product lifecycle at a rapidly scaling self‑clearing broker‑dealer. 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. Ensure tax operations scale reliably as Alpaca adds new asset classes, account types, and partner institutions.

• 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 Governance:
  Partner 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.

• Tax Domain Expertise:
  Deep working knowledge of US brokerage tax reporting, including 1099 production, cost basis regulations (wash sales, corporate actions), and IRS filing requirements. 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. Ability 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. Hold vendors accountable to SLAs while maintaining productive partnerships.
• Cross‑Functional Leadership:
  Exceptional ability to coordinate across Engineering, Operations, Compliance, and Legal. 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 (IRS schemas, FIRE format), and partnering closely with engineers on system design and data reconciliation.

• 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.

• Competitive Salary & Stock Options
• 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.