Hiring: Tax Operations Analyst Company: Apex Fintech Solutions Location: Austin, TX Job Posted Time: 2026-09-15 14:09:22 Employment Type: Full-time / Hybrid Target Skills & Keywords : Apex, BigQuery, Equities, Fixed Income, Microsoft Excel, Microsoft Office, PostgreSQL, Python, Regulatory Compliance, SQL, Wealth Management About the job Experience: •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 a related field. Required Skills: •IRS Filing & Compliance: Support electronic filing of information returns through FIRE and IRIS filing systems. Monitor filing acceptance, research and resolve IRS rejections, and manage correction cycles across multiple clients and form types. Ensure all reporting deadlines are met, including original filing, correction, and furnishing deadlines. •Cost Basis Reporting: Support the accuracy of cost basis calculations and reporting for covered and non-covered securities, including equities, fixed income, options, and mutual funds. Assist with wash sale tracking, corporate action adjustments, and the reconciliation of cost basis data between internal systems and client-facing statements. •Client Support: Handle client inquiries and requests related to tax reporting, cost basis, withholding, and IRS notices through the service desk ticketing system. Provide timely, accurate information on 1099 and 1042-S reporting, cost basis methodology, and withholding obligations to support client satisfaction and regulatory compliance. Qualifications: •Technical Skills: Proficiency in Microsoft Office, particularly Excel. Knowledge of SQL, data analysis, and Claude AI is highly desirable. Experience with tax reporting systems (FIRE/IRIS), BigQuery, and PostgreSQL is a plus. Familiarity with Python scripting for data analysis and automation is valued. •Analytical Skills: Ability to think critically and utilize advanced problem-solving skills to address and resolve issues promptly, particularly around tax reporting accuracy, data reconciliation, and regulatory compliance across multiple client environments. •Communication: Excellent verbal and written communication skills, capable of explaining complex tax reporting concepts to clients and engaging effectively with internal stakeholders including product, development, and compliance teams. •Independence: Self-motivated with the ability to operate independently while also being a cooperative and constructive team player. Must be comfortable managing multiple client priorities simultaneously. •Detail-Oriented: Exceptional attention to detail and precision in executing tasks and projects, particularly in tax form preparation, data validation, withholding calculations, and IRS filing. •Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Compensation: •Flexible work environment (work from home / hybrid options) Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!