Tax Operations Analyst
Apex Fintech Solutions(2 months ago)
About this role
A Tax Operations Analyst at Apex Fintech Solutions supports the Client Information Reporting team focused on cost basis and tax reporting. The role helps ensure IRS client tax forms are issued accurately and on time and maintains tax lots used to calculate cost basis. The position is part of a fast-paced fintech environment serving brokerage and wealth-management clients.
Required Skills
- Cost Basis
- Tax Reporting
- Reconciliation
- Audit
- Excel
- SQL
- BI Tools
- Process Improvement
- QA
- Stakeholder Management
+2 more
Qualifications
- Bachelor's degree in Accounting
- Bachelor's degree in Finance
- Bachelor's degree in Business Administration
About Apex Fintech Solutions
apexfintechsolutions.comUncover 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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