Hybrid Tax Reporting & Compliance Analyst

PEAK6; Austin (TX); Hybrid; USD 75,000 - 110,000; Full time

Benefits offered by this job

Healthcare benefits

PTO

401k match

Parental leave

HSA contribution match

Calm app subscription

Tuition reimbursement

Hybrid work schedule

Job summary

Apex Fintech Solutions is hiring a Tax Operations Analyst to support tax reporting and withholding for broker-dealers and clients. You will ensure accuracy, timeliness, and regulatory compliance of 1099, 1042-S, and cost basis obligations across multiple client environments.

The role emphasizes IRS regulations, data quality, and process improvements, with a hybrid work model and opportunities to improve automation and reporting dashboards.

Qualifications

• Bachelor’s degree in finance, economics, business administration, accounting or related field.
• 1+ year in tax reporting operations, brokerage operations, or financial services preferred.
• Familiarity with FIRE/IRIS filing systems and tax forms is desirable.

Responsibilities

• Prepare, review, and deliver year-end tax forms (1099-B, 1099-DIV, 1099-INT, 1099-MISC, 1099-R, 1099-OID, 1042-S, 5498).
• Monitor IRS filing, rejections, and corrections; meet deadlines.
• Support NRA withholding, W-8/W-9 validation, and cost-basis reporting.

Skills

Tax reporting

Data analysis

SQL

Python

IRS regulations

Cost basis

Education

Bachelor’s degree in finance, Economics, Business Administration, Accounting

Tools

FIRE/IRIS

BigQuery

PostgreSQL

Excel

Job description

Apex Fintech Solutions is hiring a Tax Operations Analyst to support tax reporting and withholding for broker-dealers and clients. You will ensure accuracy, timeliness, and regulatory compliance of 1099, 1042-S, and cost basis obligations across multiple client environments.

The role emphasizes IRS regulations, data quality, and process improvements, with a hybrid work model and opportunities to improve automation and reporting dashboards.