Lead annual tax reporting cycles, including timely and accurate production of Composite 1099 statements and Forms 1042-S
Execute and oversee withholding agent responsibilities under Chapter 3, Chapter 4 (FATCA), and backup withholding
Prepare, file, and reconcile Forms 1042 and 945, including timely tax deposits and reconciliation of reported amounts
Ensure compliant setup and execution of tax reporting and withholding for complex ownership structures, including: Qualified Intermediaries, Non-Qualified intermediaries, fully disclosed and omnibus arrangements
Serve as an internal SME on beneficial owner determination, withholding rates, and reporting responsibility
Review and operationalize W-8BEN, W-8BEN-E, and W-8IMY documentation, including withholding statements and income allocation
Manage Alpaca’s tax reporting vendor, FIS, relationship, including data quality, error and warning remediation, delivery timelines, and process improvements
Coordinate and respond to tax-related audits, examinations, and IRS notices (e.g., CP2100)
Act as a backup to the Senior Manager, ensuring continuity of tax reporting and cost basis operations
Partner with Product, Engineering, Legal, and Compliance on tax reporting requirements, system enhancements, and program scalability

Manager, Tax Reporting and Cost Basis

Company