Operations Analyst (Tax)
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, Los Angeles, Portland, and Belfast.
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
Operations Analyst (Tax)
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.
Responsibilities:
- Ensure accuracy of cost basis processing and tax reporting data
- Research and resolve investment account reconciliation breaks
- Research and resolve investment account processing exceptions
- Analyze and communicate processing results and trends
- Recommend and help implement process improvements and software usability enhancements
Qualifications:
- College degree or relevant work experience
- Strong analytical and problem solving abilities
- Excellent oral and written communication skills
- Proficient with personal computers and applicable software
- Knowledge of accounting and/or investments is a plus
We're looking for someone who:
- Is passionate - You have a genuine passion for people and developing relationships.
- Is motivated - You are driven to be the best. You challenge yourself by setting goals, crushing them, and helping your teammates do the same.
- Is collaborative - You are excited to work with others throughout the organization to help foster a superior work place and culture.
- Wants to make an impact - You are looking to do amazing work. You are all about partnering with executives to drive execution.
- Operates with integrity - You always conduct yourself with honesty and operate ethically. You say what you mean, and mean what you say.
- Wants to grow - This role will constantly change with the needs of the business, be ready to challenge yourself and tackle any task that comes your way.
- Can focus on varying work streams - This role will work across many functions, be ready to change your approach, focus, and mindset throughout the day.
A few reasons why you might love us:
- We're a leader in the space - Apex is recognized for disrupting the financial services industry, enabling fintech standouts like Stash, Robinhood and Betterment. We have an amazing track record of success and we foster ongoing innovation. So you get all the benefits of a proven, growing company, while enjoying a very entrepreneurial culture.
- Your work will be immediately impactful - You will be able to see your direct impact on our executive team and the firm as a whole. You will not be another talented professional weighed down by old school tactics.