• 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