Your Role:

• Own the tax product lifecycle at a rapidly scaling self-clearing broker-dealer.

Things You Get To Do:

• 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 Government: Ensure that tax operations scale reliably by partnering 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.

Who You Are (Must-Haves):

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

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.