Alpaca is seeking a Head of Tax to lead its global tax function, focusing on strategy, compliance, and reporting. This remote role requires 8-10+ years of experience in tax, particularly in fintech and crypto sectors.
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, totaling 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.
Key Responsibilities
- Own the company’s global tax function, including tax strategy, governance, risk management, compliance, reporting, and planning.
- Manage U.S. federal, state, and international income tax compliance, including foreign reporting requirements and coordination of local-country filings.
- Oversee indirect tax and withholding obligations, including sales and use tax, VAT/GST, and cross-border withholding taxes.
- Own the annual and interim tax provision under U.S. GAAP and ASC 740, including deferred taxes, valuation allowances, uncertain tax positions, and related financial statement disclosures.
- Develop and maintain a global tax compliance calendar, internal controls, policies, and supporting documentation appropriate for a scaling, audit-ready organization.
- Lead tax planning related to legal entity structuring, capitalization, intercompany arrangements, repatriation, and expansion into new markets.
- Develop and maintain transfer pricing policies, intercompany agreements, documentation, and implementation across the company’s international entities.
- Assess permanent establishment, nexus, tax residency, and other risks arising from the company’s global operations and workforce.
- Partner with Finance, Legal, Treasury, Product, and business operations teams to provide tax guidance on contracts, new products, regulated financial-services activities, and operational decisions.
- Support M&A tax due diligence, transaction structuring, purchase accounting, and post-acquisition integration.
- Manage tax authority inquiries, examinations, notices, and disputes, ensuring timely resolution and appropriate remediation.
- Monitor legislative and regulatory tax developments and communicate their potential financial, operational, and strategic impact to leadership.
- Lead tax forecasting and cash-tax planning in coordination with FP&A and Treasury.
- Oversee tax residency certificates, treaty-relief documentation, and related filings, including Forms 8802 and 6166.
- Manage external tax advisors, including scope, budget, deliverables, and service quality, while developing scalable internal tax capabilities.
- Identify and implement opportunities to improve tax efficiency, controls, data quality, processes, and automation.
- Build and develop the internal tax function as the company’s needs and global footprint continue to expand.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field; CPA and/or Master’s in Taxation strongly preferred.
- 8-10+ years of relevant tax experience, ideally combining public accounting and in-house corporate tax experience.
- Strong knowledge of U.S. federal and state taxation, with meaningful experience managing international tax matters and foreign entity compliance.
- Strong knowledge of ASC 740 and demonstrated experience owning the tax provision process, including deferred taxes, valuation allowances, uncertain tax positions, and financial statement disclosures.
- Experience overseeing tax matters across multiple legal entities and jurisdictions.
- Experience with transfer pricing, intercompany arrangements, indirect taxes, withholding taxes, and international expansion.
- Demonstrated ability to develop and implement scalable tax policies, processes, and internal controls.
- Experience managing external tax advisors, audits, tax authority matters, and competing filing deadlines.
- Strong analytical and project-management skills, with exceptional attention to detail and the ability to prioritize multiple complex workstreams.
- Excellent communication and interpersonal skills, including the ability to explain complex tax matters clearly to non-tax stakeholders and senior leadership.
- A hands-on, collaborative approach and the ability to operate effectively in a fast-paced, high-growth environment.
- Experience within a multinational fintech, financial-services, brokerage, or digital-assets business is strongly preferred.
- Experience supporting M&A transactions and post-acquisition integration is preferred.
- Public-company, pre-IPO, or SOX-readiness experience is a plus.
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.