Hybrid Tax Operations Analyst: Data & Compliance

Peak6 Investments LLC; Austin (TX); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

PTO

401k match

Parental leave

HSA contribution

Calm app subscription

Tuition reimbursement

Hybrid work schedule

Job summary

Apex Fintech Solutions seeks a Tax Operations Analyst to join the Tax and Cost Basis team. You will support tax reporting lifecycle for broker-dealers and clients, ensuring accuracy, regulatory compliance, and timely filing of forms such as 1099 series and 1042-S, with emphasis on cost basis.

Experience in brokerage tax operations is preferred. The role requires strong data analysis, IRS regulation knowledge, and ability to resolve discrepancies across multiple client environments.

Qualifications

• 1+ year in tax reporting operations, brokerage operations, cost basis, or financial services operations preferred.
• Bachelor’s degree in finance, economics, business administration, accounting, or related field.
• Proficiency in Excel; knowledge of SQL, data analysis, and scripting is valuable.

Responsibilities

• Prepare, review, and deliver year-end tax forms (1099-B, 1099-DIV, 1099-INT, 1099-MISC, 1099-R, 1099-OID, 1042-S, 5498).
• Ensure timely IRS submission and resolve reporting discrepancies.
• Support electronic filing through FIRE and IRIS; monitor rejections and corrections.
• Oversee NRA withholding, W-8/W-9 validation, and withholding accuracy.
• Support cost basis reporting for various securities and reconciling data.
• Conduct data quality reviews and reconcile internal systems with external sources.
• Respond to client inquiries via service desk on tax reporting and withholding.
• Identify process improvements and contribute to automated workflows and dashboards.

Skills

Tax reporting

IRS regulations

Data analysis

SQL

FIRE/IRIS familiarity

Cost basis reporting

Client support

Education

Bachelor's degree in finance, economics, business administration, accounting

Tools

Excel

SQL

BigQuery

PostgreSQL

Python

FIRE/IRIS

Job description

Apex Fintech Solutions seeks a Tax Operations Analyst to join the Tax and Cost Basis team. You will support tax reporting lifecycle for broker-dealers and clients, ensuring accuracy, regulatory compliance, and timely filing of forms such as 1099 series and 1042-S, with emphasis on cost basis.

Experience in brokerage tax operations is preferred. The role requires strong data analysis, IRS regulation knowledge, and ability to resolve discrepancies across multiple client environments.