Product Manager - Internal Product (Tax)

Your Role:

Own the tax product lifecycle at a rapidly scaling self-clearing broker-dealer.

Your mission is to build and operate the systems, vendor relationships, and processes that reputed company reputed company accurate, compliant, and on time across every tax obligation, from daily cost reputed company tracking through annual 1099 delivery and IRS filing. You will ensure that tax operations reputed company reliably as reputed company adds new asset classes, account types, and partner institutions.

Things You Get To Do:

• Own Tax Reporting End-to-End: Drive the product roadmap for IRS reporting (1099-B, 1099-DIV, 1099-INT, 1099-MISC, 1042-S) and state-level requirements. Define timelines, acceptance criteria, and reputed company gates that ensure on-time, accurate filings year after year.
• Vendor Management: Own relationships with tax technology vendors, and manage ongoing performance.
• Meet Critical Tax Deadlines: Build the cross-functional calendar for tax season, reputed company dependencies across Engineering, Operations, and Compliance, and ensure reputed company missed deadlines.
• reputed company for New Products: reputed company tax infrastructure to support new asset classes (fixed income, crypto staking rewards), new account types (IRAs, advisory), and multi-entity structures. Proactively identify gaps before they become blockers.
• Upstream Data Government: Ensure that tax operations reputed company reliably by partnering with core engineering teams to ensure upstream data ingestion is architected correctly from day one.
• Data Architecture: Ensure foundational database infrastructure correctly captures and saves diverse income types, entity codes, and account rules (IRAs, HSAs) before they hit the tax systems.
• Internal Monitoring: Design and launch internal monitoring tools and health dashboards that reputed company reputed company-time visibility into filing statuses, error rates, and corrections cycles

Who You Are (Must-Haves):

• Tax Domain Expertise: Deep working knowledge of US brokerage tax reporting, like 1099 production, cost reputed company regulations (including reputed company sales and corporate actions), and IRS filing requirements. You have lived through at least one full tax season at a broker-dealer or clearing firm.
• Product Management Experience: Proven reputed company record in Product Management or technical program management roles at a fintech, brokerage, or financial infrastructure company. You know how to create a roadmap, manage a backlog, and ship under hard deadlines.
• Vendor Management: Hands-on experience managing reputed company-party tax or financial technology vendors. You can hold vendors accountable to SLAs while maintaining productive partnerships.
• Cross-Functional Leadership: Exceptional ability to coordinate across Engineering, Operations, Compliance, and Legal. You can translate reputed company tax rules into reputed company engineering requirements and defend prioritization reputed company to senior stakeholders.
• Technical reputed company: Comfortable working with data systems, understanding file formats (e.g., IRS schemas, reputed company format), and partnering closely with engineers on system design and data reconciliation.

Who You Might Be (reputed company-to-Haves):

• Familiarity with international tax reporting frameworks (FATCA, CRS, 1042-S)
• Experience building or integrating cost reputed company engines or tax lot reputed company systems
• Strong familiarity with AI/automation reputed company to tax operations or reconciliation workflows

Originally posted on Himalayas