Product Manager - Internal Product

About the role

Alpaca is seeking a Product Manager to oversee our internal tax reporting systems. You will be responsible for ensuring our brokerage operations remain accurate and compliant with all tax obligations as we grow. This role involves managing systems, vendor relationships, and processes critical for timely and correct tax filings.

Key facts

What you'll do

• Lead the product strategy for tax reporting, including 1099-B, 1099-DIV, 1099-INT, 1099-MISC, 1042-S, and state-level requirements.
• Define project timelines, success metrics, and quality checks to ensure accurate and on-time delivery of tax filings.
• Manage relationships with external tax technology providers and monitor their performance.
• Coordinate cross-functional efforts with Engineering, Operations, and Compliance to meet critical tax season deadlines.
• Expand tax infrastructure to support new asset types like fixed income and crypto staking rewards, as well as new account structures such as IRAs.
• Collaborate with core engineering teams to ensure upstream data ingestion is designed for scalability and accuracy.
• Oversee the data architecture to correctly capture diverse income types and account rules before they reach tax systems.
• Develop and implement internal monitoring tools and dashboards for real-time visibility into filing status and error rates.

Requirements

• At least one full tax season experience at a broker-dealer or clearing firm, with deep knowledge of US brokerage tax reporting, 1099 production, and cost basis regulations.
• Proven experience in Product Management or Technical Program Management within fintech, brokerage, or financial infrastructure companies.
• Demonstrated experience managing third-party tax or financial technology vendors.
• Strong ability to collaborate across Engineering, Operations, Compliance, and Legal departments.
• Technical understanding of data systems, file formats like IRS schemas and FIRE, and experience partnering with engineers on system design.

Nice to have

• Familiarity with international tax reporting frameworks such as FATCA, CRS, and 1042-S.
• Experience building or integrating cost basis engines or tax lot accounting systems.
• Knowledge of AI or automation applications in tax operations or reconciliation.

Skills & tools

• Product Roadmapping
• Vendor Management
• Cross-functional Coordination
• Data Systems Understanding
• IRS Filing Requirements
• Cost Basis Regulations

Practical notes

• Competitive salary and stock options.
• Health benefits.
• $500 one-time home-office setup stipend.
• $150 monthly stipend via Brex Card.