Who We Are:
Alpaca is a US California headquartered brokerage infrastructure technology company and self-clearing broker-dealer, delivering execution and custody solutions for Stocks, ETFs, Options, Cryptocurrencies, and more, and has raised over $170 million in funding. Amongst our subsidiaries, Alpaca is a licensed financial services company in multiple countries, and we serve hundreds of financial institutions globally such as broker-dealers, investment advisors, hedge funds, and crypto exchanges.
Alpaca’s globally distributed team members bring in diverse experiences such as engineers, traders, and brokerage professionals to achieve our Mission of opening financial services to everyone on the planet. We are also deeply committed to open-source contributions and fostering a vibrant community. We will continue to enhance and improve our award-winning developer-friendly API and the infrastructure behind it.
Our Team Members:
We’re a team of 150+ globally distributed members who love working from our favorite places worldwide. Our team spans the USA, Canada, Japan, Hungary, Nigeria, Brazil, the United Kingdom, and more!
We’re looking for candidates eager to join Alpaca’s growing organization, who are excited about our Mission of “Open financial services to everyone on the planet and share our Values of “Stay Curious,” “Have Empathy,” and “Be Accountable.”
Your Role:
We are looking for an experienced Tax and Treasury Manager to join our finance team. This role will oversee both tax and treasury functions for our multi-state and global operations, ensuring compliance with all regulatory requirements and optimizing cash flow and liquidity management. The Tax and Treasury Manager will be responsible for developing tax and treasury strategies, managing tax audits, handling cash flow forecasting, and supporting business expansion initiatives. This is a unique opportunity for a professional eager to impact a high-growth, dynamic environment.
Things You Get To Do:
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Tax Compliance and Reporting
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Manage the preparation and filing of federal, state, local, and international tax returns, ensuring accuracy, compliance, and timely submissions.
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Oversee multi-state and international tax compliance processes, ensuring adherence to relevant regulations and minimizing risk.
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Develop, implement, and maintain tax policies and procedures aligned with company goals and compliance requirements.
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Tax Accounting and Financial Reporting
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Lead the tax provision process for financial statements in accordance with US GAAP (including ASC 740).
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Ensure accurate tax accruals, reconciliations, and tax-related disclosures in collaboration with the financial reporting team.
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Support month-end and year-end close processes, ensuring that tax provisions and related journal entries are accurately reflected.
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Treasury Operations
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Manage daily treasury operations, including cash flow monitoring, liquidity planning, and forecasting to support business needs and operational strategies.
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Optimize the company’s cash management, ensuring funds are efficiently utilized across global operations.
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Develop and implement effective cash flow strategies, banking relationships, and funding requirements to meet the company’s working capital and growth objectives.
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Risk Management and Compliance
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Establish and monitor compliance with tax and treasury-related policies and internal controls.
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Lead tax and treasury audits, managing inquiries from tax authorities and external auditors.
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Assess and mitigate financial risks associated with currency, interest rates, and liquidity through effective strategies and practices.
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Strategic Tax and Treasury Planning
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Develop and execute tax and treasury strategies that support the company’s growth initiatives, including assessing tax implications of new business activities and optimizing capital structure.
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Provide guidance on tax and treasury implications for transactions, including mergers and acquisitions, market expansions, and capital investments.
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Monitor regulatory changes impacting tax and treasury, assess their impact, and update strategies as needed.
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Cross-Functional Collaboration
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Collaborate with teams across the organization, including Legal, Compliance, and Operations, to ensure awareness and alignment on tax and treasury-related issues.
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Educate and support non-finance teams on tax and treasury topics to foster a company-wide understanding of these critical functions.
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Team Development
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Mentor and manage a team of tax and treasury professionals, providing guidance, training, and development to foster a high-performing team.
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Bachelor’s degree in Accounting, Finance, or a related field; CPA, CFA, or Master’s in Taxation or Finance preferred.
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7+ years of progressive experience in tax, treasury, or financial management, preferably within FinTech, technology, or financial services sectors.
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Comprehensive knowledge of US federal, state, and international tax regulations, GAAP/ASC 740, and treasury practices.
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Proven experience managing tax audits, interacting with tax authorities, and overseeing treasury functions.
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Strong analytical skills, with the ability to translate complex tax and treasury issues into practical solutions.
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Advanced project management abilities, with experience handling multiple projects and deadlines.
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Proficiency in tax and accounting software, treasury management systems, and advanced Excel skills.
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Excellent communication skills, with a collaborative approach to working with cross-functional teams.
- Competitive Salary & Stock Options
- Benefits: Health benefits start on day 1. In the US this includes Medical, Dental, Vision. In Canada, this includes supplemental health care. Internationally, this includes a stipend value to offset medical costs.
- New Hire Home-Office Setup: One-time USD $500
- Monthly Stipend: USD $150 per month via a Brex Card
- Work with awesome hard working people, super smart and cool clients and innovative partners from around the world
Alpaca is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.
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What We Do
Alpaca's mission is to unlock asset management for the people. We are a technology company that modularizes the world’s asset management activities. Alpaca’s products enable anyone to build and connect applications and algorithms to buy and sell stocks with zero commissions. We believe that everyone should have fair access to financial markets, regardless of who we are or where we are from. *Securities are offered through Alpaca Securities LLC (alpaca.markets)*
