Tax Operations Analyst - Data, Compliance & Automation

Apex Fintech Solutions LLC; Austin, Northern (TX, KY); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Healthcare benefits

401k match

Parental leave

HSA contribution

Learning reimbursement

Hybrid work schedule

Job summary

Apex Fintech Solutions is seeking a Tax Operations Analyst to support the full lifecycle of tax reporting and withholding for broker-dealers and clients. You will ensure accuracy, timeliness, and regulatory compliance of tax information reporting, including 1099, 1042-S, and cost basis obligations.

The role requires knowledge of IRS information returns, data analysis skills, and experience with FIRE/IRIS, SQL, and data tooling. A hybrid work model and growth opportunities are available.

Qualifications

• Minimum of 1 year in tax reporting operations or financial services operations.
• Bachelor's degree in finance, Economics, Business Administration, Accounting, or a related field.
• Strong analytical and data reconciliation skills.
• Experience with tax reporting systems (FIRE/IRIS), BigQuery, and PostgreSQL is a plus.
• Familiarity with Python scripting for data analysis and automation.

Responsibilities

• Tax Information Reporting: Prepare, review, and delivery of year-end tax forms including 1099 series and 1042-S; resolve discrepancies and ensure timely IRS submission.
• IRS Filing & Compliance: Electronic filing through FIRE and IRIS; monitor, resolve rejections, manage correction cycles, meet deadlines.
• Withholding Operations: Monitor NRA withholding, backup withholding, and state withholding; review W-8/W-9 documentation.
• Cost Basis Reporting: Ensure accuracy of cost basis for securities; track wash sales and adjustments.
• Data Quality & Reconciliation: Conduct data quality checks and reconciliations across client data and internal systems.
• Client Support: Address client inquiries about tax reporting, cost basis, and withholding.
• Process Improvement & Automation: Develop automated workflows and dashboards; suggest improvements.

Skills

Tax reporting operations

SQL

Data analysis

Python scripting

Education

Bachelor's degree in finance, Economics, Business Administration, Accounting, or related field

Tools

FIRE/IRIS

BigQuery

PostgreSQL

Job description

Apex Fintech Solutions is seeking a Tax Operations Analyst to support the full lifecycle of tax reporting and withholding for broker-dealers and clients. You will ensure accuracy, timeliness, and regulatory compliance of tax information reporting, including 1099, 1042-S, and cost basis obligations.

The role requires knowledge of IRS information returns, data analysis skills, and experience with FIRE/IRIS, SQL, and data tooling. A hybrid work model and growth opportunities are available.