税务主管
Head of Tax
我们是谁:
Alpaca 是一家总部位于美国的全球领先代理优先经纪基础设施公司,提供股票、ETF、期权、加密货币、固定收益、24/5交易等服务。
在我们的子公司中,Alpaca 是一家持牌金融服务公司,通过我们机构级 API 为全球 40 个国家的数百家金融机构提供服务。这包括经纪自营商、投资顾问、财富管理公司、对冲基金和加密货币交易所,总计超过 1000 万笔经纪账户。
我们的全球团队是由经验丰富的工程师、交易员和经纪专业人士组成的多元化群体,致力于实现我们让全球每个人都能享受金融服务的使命。我们高度重视开源贡献,并积极培育活跃的社区,持续提升我们获奖的、开发者友好的 API 及其背后的强大基础设施。
Alpaca 获得了来自顶级全球投资者的 4 亿美元融资,包括 Portage Ventures、Spark Capital、Tribe Capital、Social Leverage、Horizons Ventures、Opera Tech Ventures、SBI Group、Derayah Financial、Unbound、Peak XV、Elefund 和 Y Combinator。
我们的团队成员:
我们是一个由 400 多名分布在世界各地的成员组成的充满活力的团队,大家喜欢在世界上的最爱地点工作,团队成员遍布美国、加拿大、日本、匈牙利、尼日利亚、巴西、英国等地!
我们正在寻找渴望为 Alpaca 快速发展做出贡献的热情人士。如果你认同我们的核心价值观——保持好奇、富有同理心、勇于承担责任,并准备好产生重大影响,我们鼓励你申请。
你的角色:
税务总监将直接向全球财务总监汇报,并领导公司的全球税务职能。该职位将负责在不断壮大的跨国组织中制定税务策略、治理、合规、报告和规划。
税务总监将成为公司的主要税务专家,与财务、法律、资金、产品及业务领导者紧密合作,确保税务考量被深入融入新产品、国际扩张、交易和更广泛的商业决策中。该人员还将负责制定可扩展的税务流程和控制措施,以支持公司的持续增长和未来上市准备。
关键职责
- 负责公司的全球税务职能,包括税务策略、治理、风险管理、合规、报告和分析
查看英文原文
Who We Are:
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, totalling 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.
Alpaca is proudly backed by $400 million in funding from top-tier global investors including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Opera Tech Ventures, SBI Group, Derayah Financial, Unbound, Peak XV, Elefund, and Y Combinator.
Our Team Members:
We're a dynamic team of 400+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond!
We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply.
Your Role:
The Head of Tax will report directly to the Global Controller and lead the company’s global tax function. This role will own tax strategy, governance, compliance, reporting, and planning across a growing multinational organization.
The Head of Tax will serve as the company’s primary tax subject-matter expert, partnering closely with Finance, Legal, Treasury, Product, and business leaders to ensure tax considerations are thoughtfully incorporated into new products, international expansion, transactions, and broader business decisions. This individual will also be responsible for developing scalable tax processes and controls that support the company’s continued growth and future public-company readiness.
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
Alpaca is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.
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