Tax Operations Analyst

Who We Are Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers.

Apex is changing how the securities industry operates by reinventing the status quo, moving from manual, slow, and ultra-wealthy‑only systems to digitized, democratized ones that give everyone an opportunity to invest. When you’re at Apex, you drive this change. You’re part of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila are home to over 1,000 employees.

Together, we’re shaping the future of financial innovation. Embrace change, solve big, win together, and be G.R.E.A.T. — grit, results, empathy, accountability, and teamwork — with Apex. We’re proud to be recognized for the innovative work we do, the purpose-driven nature of our work, and the collaborative culture we’ve created.

• Best Places to Work (2026, 2025, 2024, 2023) – Presented by Built In
• Wealth Tech of the Year (2025) – Presented by US Fin Tech Awards
• The World’s Top 250 Fintech Companies (2024) – Presented by CNBC

Apex Fintech Solutions is seeking a Tax Operations Analyst to support our Client Information Reporting team, which comprises cost basis and tax reporting functionalities. The tax reporting component ensures that all Internal Revenue Service (IRS) client tax reporting forms are issued and mailed accurately and on time. The cost basis component is responsible for the receipt, maintenance, and delivery of tax lots used to calculate cost basis.

• Reviews, analyzes and updates cost basis tax lots for changes due to transactional adjustments.
• Review accounts and perform reconciliation to ensure compliance with corporate and regulatory policies and procedures.
• Perform audit reviews (1099 and customer statements).
• Review processes and procedures to identify areas of improvement to mitigate risk, increase efficiency, and ensure consistency.
• Participate in testing initiatives and assist in implementing management’s plan of action to remediate findings.
• Assist with service on escalated issues and other complex activities that impact the Advisor experience.
• Assist and support the testing and implementation of system enhancements and functionality.
• Monitor and enforce service level agreements (SLAs) to maintain high standards of performance and customer satisfaction.
• Share trends and pain points with leadership and business partners to find solutions and pursue process improvements.
• Analyze reports and data to determine actionable business intelligence with a strong attention to detail.
• Support and, at times, lead initiatives to improve and enhance the Advisor experience while positively impacting the broader organization.

• Bachelor’s degree in Accounting, Finance, Business Administration (or equivalent work experience) required.
• 2+ years of prior financial services experience (Tax and Cost basis experience is a plus).

• Expertise in cost basis and tax lot accounting, including corporate actions, wash sales, covered/noncovered securities, and lot relief methods (e.g., FIFO, Specific ).
• Working knowledge of IRS client tax reporting regulations and forms (e.g., 1099-B/DIV/INT/MISC, 5498, 1042‑S) and related publications; ability to ensure regulatory compliance.
• Strong reconciliation and audit skills; proven ability to review accounts/statements, identify variances, and drive resolution.
• Advanced Excel and data analysis skills (pivot tables, XLOOKUP/VLOOKUP, complex formulas); familiarity with SQL or BI tools to analyze large datasets and produce actionable insights.
• Process improvement and risk management mindset; ability to map workflows, identify control gaps, and implement efficiency and…