Apex Fintech Solutions
Tax Operations Analyst
Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Betterment, SoFi, and Webull, and more than 20 million of our clients' customers. Collectively, AFS creates an environment in which companies with the biggest ideas in fintech are empowered to change the world. As a global organization, we have offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila. If you are seeking a fast-paced and entrepreneurial environment where you'll have the opportunity to make an immediate impact, and you have the guts to change everything, this is the place for you. AFS has received a number of prestigious industry awards, including: 2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards 2021 Most Innovative Companies - presented by Fast Company 2021 Best API & Best Trading Technology - presented by Global Fintech Awards About This Role
We are looking for a Tax Operations Analyst to join the Apex Silver Tax and Wealth Management Team. Apex Silver is a leading provider of business and technology solutions for the investment services industry. Our employees apply decades of securities industry and software development experience along with a passion for solving real-world problems. Our strategic partners provide complementary services, software, and market data to enhance our solutions. The Silver team delivers cost-effective brokerage operations, cost basis reporting and wealth management solutions for our clients. Duties/Responsibilities
Ensure accuracy of cost basis processing and tax reporting data Research and resolve investment account reconciliation breaks Research and resolve investment account processing exceptions Analyse and communicate processing results and trends Assisting and supporting with the testing and implementation of system enhancements and functionality Monitor and enforce service level agreements (SLA's) to maintain high standards of performance Tax year-end reporting, including Form 1099/1042S, as well as filing returns 945/1042 Recommend and help implement process improvements and software usability enhancements Conduct research on corporate actions, payment allocations of mutual funds, and US federal tax ramifications of structured product instruments via company news releases, SEC EDGAR filings, and data interface provided by the third party vendors. Education and/or Experience
Bachelor's degree in related field (or equivalent practical experience) required 3+ years of prior work experience in a similar role Experience with US tax reporting / understanding of US Withholding for foreign persons and 1042-S reporting is a plus Experience with SQL and/or advanced Excel skills a plus Required Skills/Abilities
Strong analytical and problem solving abilities Excellent oral and written communication skills Self motivated and able to work independently (certifications will be required within job role) Work Environment
This job operates in a hybrid, office environment 3 days per week. Our Rewards We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS, we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices. EEO Statement Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics. Disability Statement Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form.
Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Betterment, SoFi, and Webull, and more than 20 million of our clients' customers. Collectively, AFS creates an environment in which companies with the biggest ideas in fintech are empowered to change the world. As a global organization, we have offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila. If you are seeking a fast-paced and entrepreneurial environment where you'll have the opportunity to make an immediate impact, and you have the guts to change everything, this is the place for you. AFS has received a number of prestigious industry awards, including: 2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards 2021 Most Innovative Companies - presented by Fast Company 2021 Best API & Best Trading Technology - presented by Global Fintech Awards About This Role
We are looking for a Tax Operations Analyst to join the Apex Silver Tax and Wealth Management Team. Apex Silver is a leading provider of business and technology solutions for the investment services industry. Our employees apply decades of securities industry and software development experience along with a passion for solving real-world problems. Our strategic partners provide complementary services, software, and market data to enhance our solutions. The Silver team delivers cost-effective brokerage operations, cost basis reporting and wealth management solutions for our clients. Duties/Responsibilities
Ensure accuracy of cost basis processing and tax reporting data Research and resolve investment account reconciliation breaks Research and resolve investment account processing exceptions Analyse and communicate processing results and trends Assisting and supporting with the testing and implementation of system enhancements and functionality Monitor and enforce service level agreements (SLA's) to maintain high standards of performance Tax year-end reporting, including Form 1099/1042S, as well as filing returns 945/1042 Recommend and help implement process improvements and software usability enhancements Conduct research on corporate actions, payment allocations of mutual funds, and US federal tax ramifications of structured product instruments via company news releases, SEC EDGAR filings, and data interface provided by the third party vendors. Education and/or Experience
Bachelor's degree in related field (or equivalent practical experience) required 3+ years of prior work experience in a similar role Experience with US tax reporting / understanding of US Withholding for foreign persons and 1042-S reporting is a plus Experience with SQL and/or advanced Excel skills a plus Required Skills/Abilities
Strong analytical and problem solving abilities Excellent oral and written communication skills Self motivated and able to work independently (certifications will be required within job role) Work Environment
This job operates in a hybrid, office environment 3 days per week. Our Rewards We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS, we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices. EEO Statement Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics. Disability Statement Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form.