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About the Role

Apex is seeking a highly motivated Tax Operations Analyst to join the Tax and Cost Basis team. This role is integral in supporting the full lifecycle of tax reporting and withholding operations for our introducing broker-dealers and correspondent clients, ensuring accuracy, timeliness, and regulatory compliance of all tax information reporting.

Responsibilities

• Support the preparation, review, and delivery of year-end tax forms including Forms 1099-B, 1099-DIV, 1099-INT, 1099-MISC, 1099-R, 1099-OID, 1042-S, and Form 5498.
• Identify and resolve reporting discrepancies, process corrections, and ensure timely and accurate IRS submission.
• Support electronic filing of information returns through FIRE and IRIS filing systems.
• Monitor filing acceptance, research and resolve IRS rejections, and manage correction cycles.
• Ensure all reporting deadlines are met.
• Monitor and support NRA (nonresident alien) withholding, backup withholding, and state withholding processes.
• Assist with the review and validation of W-8 and W-9 documentation.
• Ensure correct withholding rates are applied based on treaty eligibility and account classification.
• Support the identification and resolution of erroneous withholding through reversal processes.
• Support the accuracy of cost basis calculations and reporting for covered and non-covered securities.
• Assist with wash sale tracking, corporate action adjustments, and the reconciliation of cost basis data.
• Conduct data quality reviews across client tax data to identify anomalies, missing information, and reporting gaps.
• Perform reconciliation between internal systems and external sources, investigate breaks, and ensure data integrity.
• Maintain and update data quality tracking tools and dashboards.
• Handle client inquiries and requests related to tax reporting, cost basis, withholding, and IRS notices.
• Provide timely, accurate information on 1099 and 1042-S reporting, cost basis methodology, and withholding obligations.
• Actively participate in initiatives to improve operational procedures, reduce manual intervention, and enhance data accuracy.
• Contribute to the development and testing of automated workflows, diagnostic tools, and reporting dashboards.
• Provide recommendations and insights that may influence the strategic direction of tax operations.

Requirements

• Minimum of 1 year in tax reporting operations, brokerage operations, cost basis, or financial services operations preferred.
• Ability to think critically and utilize advanced problem-solving skills to address and resolve issues promptly.
• Excellent verbal and written communication skills, capable of explaining complex tax reporting concepts to clients and engaging effectively with internal stakeholders.
• Self-motivated with the ability to operate independently while also being a cooperative and constructive team player.
• Must be comfortable managing multiple client priorities simultaneously.
• Exceptional attention to detail and precision in executing tasks and projects.
• Quick learner with the ability to adapt to new challenges and regulatory changes within a dynamic environment.
• Must be prepared to learn and become proficient across multiple internal systems, databases, and tools used in daily operations.

Skills

• Microsoft Office
• Excel
• SQL
• Data analysis
• Claude AI
• FIRE/IRIS
• BigQuery
• PostgreSQL
• Python scripting

Location

• Austin
• Dallas
• Chicago
• New York
• Portland
• Belfast
• Manila

Work Type

• Hybrid
• Full-time

Experience Level

• Associate

Education Level

• Bachelor’s degree in finance, Economics, Business Administration, Accounting, or a related field.

Benefits

• Healthcare benefits (medical, dental and vision, EAP)
• Competitive PTO
• 401k match
• Parental leave
• HSA contribution match
• Paid subscription to the Calm app
• Generous external learning and tuition reimbursement benefits

About the Company

• Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all.
• Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers.
• At Apex, we are changing how the securities industry operates by reinventing the status quo, which was manual, slow, and accessible only by the ultra-wealthy.
• We're digitizing and democratizing systems so that everyone has an opportunity to invest.
• When you're at Apex, you drive this change. You're part of a global team with a clear vision: to be the trusted technology that powers the digital economy.
• Our offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila are home to over 1,000 employees.
• Together, we’re shaping the future of financial innovation.
• Embrace change. Solve big. Win together. And be G.R.E.A.T. — grit, results, empathy, accountability, and teamwork — with Apex.
• We’re proud to be recognized for the innovative work we do, the purpose-driven nature of our work, and the collaborative culture we’ve created.
• Best Places to Work 2026, 2025, 2024, 2023 - Presented by BuiltIn
• WealthTech of the Year 2025 - Presented by US FinTech Awards
• The World’s Top 250 Fintech Companies 2024 - Presented by CNBC

Equal Opportunity

• 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.
• 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.
• We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.