At a Glance
- Tasks: Ensure accurate tax reporting and improve brokerage operations in a dynamic fintech environment.
- Company: Join Apex Fintech Solutions, a leader in digital wealth management and innovation.
- Benefits: Enjoy a competitive salary, 28 days leave, flexible hours, and health insurance.
- Other info: Hybrid work model with opportunities for professional growth and fun team events.
- Why this job: Be part of a team transforming the financial industry for everyone, not just the wealthy.
- Qualifications: Bachelor's degree and 3+ years in a similar role; analytical skills are a must.
The predicted salary is between 63000 - 77000 £ per year.
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. At Apex, we are changing how the securities industry operates by reinventing the status quo, which was manual, slow, and accessible only by the ultra-wealthy. We're digitizing and democratizing systems so that everyone has 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 are looking for an Operations Specialist - Tax, to join us in our Belfast Office as part of the Apex Silver Tax and Wealth Management Team. Silver Management 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.
Duties/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
- Analyse and communicate processing results and trends
- Recommend and help implement process improvements and software usability enhancements
Education and/or Experience:
- Bachelor’s degree in related field (or equivalent practical experience) required
- 3+ years of prior work experience in a similar role
Required Skills/Abilities:
- Strong analytical and problem solving abilities
- Excellent oral and written communication skills
- Experience with US tax reporting /1042s advantageous
- Experience with SQL and/or advanced Excel skills advantageous
- Self motivated and able to work independently (certifications will be required within job role)
- Obtain a passing score on the Securities Industry Essentials® (SIE®) Exam within your first 90 days and FINRA Series 99 within the year.
Work Environment:
This job operates in a hybrid office environment 2 days per week.
Our Rewards:
- A market-leading salary with an annual bonus
- 28 days of annual leave plus 10 Northern Ireland national holidays
- A training and development budget
- A pension matched up to 7%
- Private health insurance for medical, dental, and optical care
- Life insurance
- Flexible working hours
- Parental leave
- A modern city center office
- A hybrid work schedule that allows for greater flexibility by partially working from home
- Monthly catered lunches
- Unlimited drinks and snacks
- Hackathon events
- Poker tournaments
- A charitable matching gift program
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.
Operations Specialist - Tax employer: Apex Fintech Solutions LLC
Apex Fintech Solutions is an exceptional employer, offering a dynamic work environment in Belfast that fosters innovation and collaboration. With a strong commitment to employee growth, we provide extensive training budgets, flexible working hours, and a modern office space, all while promoting a culture of teamwork and accountability. Join us to be part of a purpose-driven team that is reshaping the financial landscape and enjoy a competitive salary, generous leave, and unique perks like monthly catered lunches and hackathon events.
Contact Details:
Apex Fintech Solutions LLC Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Operations Specialist - Tax
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We think you need these skills to ace Operations Specialist - Tax
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Apex Fintech Solutions LLC.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
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How to prepare for a job interview at Apex Fintech Solutions LLC
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Apex Fintech Solutions LLC.
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✨Show Your Passion for Finance
Since this is a full-time position, employers at Apex Fintech Solutions LLC will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Apex Fintech Solutions LLC employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
