Director, Tax Reporting And Cost Basis

Alpaca

Remote, USA
Competitive salary & stock options; not specified;...
Remote
Brokerage tax reporting experience
Cost basis engine development leadership
Us tax form 1099 and 5498 expertise
Alpaca is seeking a Director of Tax Reporting and Cost Basis to lead their global tax reporting strategy while building a proprietary cost basis engine. The ideal candidate will have extensive brokerage tax reporting experience and a proven track record in designing scalable systems

Job Summary

  • Alpaca is a US-headquartered self-clearing broker-dealer serving hundreds of financial institutions across 40 countries with institutional-grade APIs.
  • The successful candidate will own the end-to-end design, build, and execution of a proprietary cost basis engine and scalable tax reporting infrastructure.
  • Employees receive competitive salary and stock options, health benefits, and a monthly stipend of USD $150 via a Brex Card.

Matching Summary

Match Score: 85

Alpaca is seeking a Director of Tax Reporting and Cost Basis to lead their global tax reporting strategy while building a proprietary cost basis engine. The ideal candidate will have extensive brokerage tax reporting experience and a proven track record in designing scalable systems.

Salary

Competitive Salary & Stock Options; Not specified; Health Benefits; New Hire Home-Office Setup: One-time USD $500; Monthly Stipend: USD $150 per month

Skills & Requirements

Must-have

  • Brokerage tax reporting experience
  • Cost basis engine development leadership
  • US tax form 1099 and 5498 expertise
  • Global withholding and treaty rate knowledge
  • Scalable system design from scratch
  • Tax season delivery management

Nice-to-have

  • Residence vs security domicile matrix building
  • API-first brokerage background
  • International tax regime familiarity
  • Mock tax season execution experience
  • CPA certification
  • Regulator audit leadership

Key Requirements

  • 10+ years in brokerage tax reporting
  • Hands-on cost basis engine development experience
  • Deep U.S. tax expertise including retirement accounts
  • Experience supporting global clients cross-border
  • Proven track record leading accurate tax cycles

Work Rights

Not specified

Tailored Resume

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