About the role
Manage tax product lifecycle for a broker-dealer.
- •Own the tax product lifecycle at a rapidly scaling self-clearing broker-dealer, ensuring accurate, compliant, and timely tax reporting across asset classes and account types.
- •Key Responsibilities Drive roadmap and delivery for IRS and state tax reporting (1099s, 1042-S).
- •Manage tax technology vendors and SLAs.
- •Coordinate cross-functional tax season calendar and dependencies.
- •Extend tax infrastructure for new products and account types.
- •Design monitoring, data architecture, and upstream data governance.
- •Requirements Deep knowledge of US brokerage tax reporting and cost basis rules.
- •Product or technical program management experience in fintech/brokerage.
- •Vendor management and cross-functional leadership skills.
- •Technical fluency with data systems, file formats, and reconciliation.
Match insights
Level:Mid