Manager, Tax Reporting and Cost Basis

📋 Description

• Lead and back up the Senior Manager to ensure tax reporting runs smoothly.
• Oversee U.S. tax reporting for domestic and cross-border accounts.
• Partner with Product, Engineering, and Operations to scale Alpaca's tax program.
• Drive timely production of Composite 1099 and Forms 1042-S.
• Manage withholding under Chapter 3, FATCA Chapter 4, and backup withholding.
• Serve as internal SME on beneficial owner determination and reporting.

🎯 Requirements

• 3+ years of tax reporting and/or cost basis experience at a securities broker-dealer
• Direct experience with Composite 1099 statements and Forms 1042-S
• Knowledge of Chapter 3 and Chapter 4 withholding and reporting
• Experience with Form W-8IMY analysis (QI/NQI) and omnibus arrangements
• Series 7 registration (or ability to obtain)
• Strong IRS regs knowledge for equities, options, fixed income

🎁 Benefits

• Health Benefits
• New Hire Home-Office Setup: One-time USD $500