Tax Analyst

WHO WE ARE

Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Betterment, SoFi, and Webull, and more than 20 million of our clients' customers. 

Collectively, AFS creates an environment in which companies with the biggest ideas in fintech are empowered to change the world. We are based in Dallas, TX and also have offices in Austin, New York, Chicago, Portland, Belfast, and Manila.

If you are seeking a fast-paced and entrepreneurial environment where you'll have the opportunity to make an immediate impact, and you have the guts to change everything, this is the place for you. 

AFS has received a number of prestigious industry awards, including:

• 2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards

• 2021 Most Innovative Companies - presented by Fast Company

• 2021 Best API & Best Trading Technology - presented by Global Fintech Awards

ABOUT THIS ROLE

Apex Silver is a leading provider of business and technology solutions for the investment services industry. Our employees apply decades of securities industry and software development experience along with a passion for solving real-world problems. Our strategic partners provide complementary services, software, and market data to enhance our solutions. The Silver team delivers cost-effective brokerage operations, cost basis reporting and wealth management solutions for our clients.

As a Tax Analyst in the Tax Operations team at Apex Silver, you will play a key role in managing tax-related functions for client accounts, ensuring compliance with regulatory requirements, and providing operational support for both domestic and international tax reporting. The role involves close collaboration with internal teams, external vendors, and regulatory bodies to support the accurate and timely execution of tax processes such as 1099, 1042-S, FATCA, and CRS reporting.

Key Responsibilities:

Tax Documentation & Processing:

• Review, process, and maintain tax documentation, including W-8, W-9, and other forms required for tax reporting.
• Assist in the management of tax status updates and handle exceptions to ensure accurate withholding rates and reporting.
• Support the onboarding of clients by reviewing their tax forms and ensuring compliance with IRS and FATCA requirements.

Tax Reporting:

• Collaborate in the preparation and submission of U.S. tax forms such as 1099 and 1042-S to clients and the IRS.
• Assist with FATCA and CRS reporting, ensuring all necessary information is collected, validated, and reported to the relevant tax authorities.
• Work with internal teams to ensure proper withholding and remittance of taxes based on client account status, income codes, and applicable treaty benefits.

Data Management & Reconciliation:

• Perform daily and monthly reconciliations of tax data related to withholding, payments, and filings.
• Maintain accurate records of all tax-related transactions, ensuring data integrity for reporting purposes.
• Process Improvements:
• Participate in projects aimed at automating or improving tax operations processes to enhance efficiency and compliance.
• Collaborate with cross-functional teams to implement process changes and system upgrades related to tax operations.

Client Support:

• Provide tax-related support to clients and internal business partners, addressing inquiries about tax withholding, documentation, and reporting.
• Assist in responding to regulatory or client audits and resolving discrepancies in tax data or filings.

Compliance & Risk Management:

• Monitor and ensure compliance with IRS, FATCA, and CRS regulations, staying informed of changes in tax laws and reporting requirements.
• Identify potential compliance risks and escalate issues to management for resolution.

Qualifications:

• Education: Bachelor’s degree in Accounting, Finance, Business Administration, or related field preferred.
• Experience: 2+ years of experience in tax operations, brokerage, or financial services, preferably within a operations environment.
• Familiarity with U.S. tax reporting (1099, 1042-S), FATCA, and CRS regulations.
• Experience with tax forms (W-8, W-9) and withholding rules.

Skills:

• Strong analytical and problem-solving skills with attention to detail.
• Proficiency in Excel and experience working with tax or financial systems (e.g., IRS FIRE, brokerage platforms).
• Effective communication skills and the ability to work collaboratively with internal teams and external vendors.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• Knowledge of tax regulations and their impact on brokerage operations.
• SQL / Python / DATA querying experience is a plus.

#tax #LI-MJ1 #APEX #full-time

​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.

Our Rewards

We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS, we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices.

EEO Statement

Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.

Disability Statement

Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.