Apex Fintech Solutions

Tax Operations Analyst (Cost Basis & Tax)

Apex Fintech Solutions(3 months ago)

HybridFull TimeMedior$80,491 - $107,806 (estimated)Tax Operations
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About this role

A Tax Operations Analyst (Client Reporting) at Apex Fintech Solutions joins the Cost Basis & Tax team to support brokerage operations, cost basis reporting, and tax reporting for clients. The role operates at the intersection of accounting, corporate finance, tax, compliance, and risk management within a fast-paced fintech environment focused on regulatory reporting and operational excellence.

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Required Skills

  • SQL
  • Excel
  • Tax Compliance
  • Data Analysis
  • Reconciliation
  • Problem Solving
  • Communication
  • Process Improvement
  • Audit Review
  • Withholding Reporting

Qualifications

  • Bachelor's Degree
Apex Fintech Solutions

About Apex Fintech Solutions

apexfintechsolutions.com

Uncover cloud-native wealth tech solutions and digital investing platforms from Apex. Power your financial institution’s growth—explore our technology today.

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