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- Tasks: Support tax reporting and cost basis functions while ensuring compliance and efficiency.
- Company: Join a leading fintech company transforming digital wealth management.
- Benefits: Enjoy competitive salary, flexible hours, and generous leave policies.
- Why this job: Make an immediate impact in a fast-paced, innovative environment.
- Qualifications: Bachelor's degree in finance or related field; 2+ years in financial services preferred.
- Other info: Hybrid work model with exciting perks like catered lunches and hackathons.
The predicted salary is between 36000 - 60000 £ per year.
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.
ABOUT THIS ROLE
Apex Fintech Solutions is seeking a Tax Operations Analyst to support our Client Information Reporting team comprising of 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 in an accurate and timely manner. The cost basis component is responsible for the receipt, maintenance, and delivery of tax lots used to calculate cost basis.
Duties/Responsibilities
- 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.
- Assisting with service on escalated issues, and other complex activities that impact the Advisor experience.
- Assisting and support the testing and implementation of system enhancements and functionality.
- Monitor and enforce service level agreements (SLA’s) 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.
- Supporting and, at times, leading initiatives to improve and enhance the Advisor experience while positively impacting the broader organization.
Education and/or Experience
- 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).
Required Skills/Abilities
- Expertise in cost basis and tax lot accounting, including corporate actions, wash sales, covered/noncovered securities, and lot relief methods (e.g., FIFO, Specific ID).
- 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 consistency enhancements.
- QA/UAT experience, including writing test cases, executing tests, documenting defects, and supporting system enhancements and implementations.
- Exceptional communication and stakeholder management skills; effective at handling escalations and translating complex issues for advisors and internal partners.
- Strong time management and prioritization; consistently meets SLAs and deadlines with high accuracy in a fast-paced environment.
Work Environment
This job operates in a hybrid, office environment 2 days per week.
Our Rewards
We offer a robust package of employee perks and benefits, including a market-leading salary with an annual bonus, 28 days of annual leave plus 10 Northern Ireland national holidays, a training and development budget, and a pension matched up to 7%. Our benefits also cover private health insurance for medical, dental, and optical care, and life insurance. We emphasize work-life balance with flexible working hours, parental leave, a modern city center office, and a hybrid work schedule that allows for greater flexibility by partially working from home. Additional perks include monthly catered lunches, unlimited drinks and snacks, hackathon events, poker tournaments, and 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.
Tax Operations Analyst in Belfast employer: Apex Fintech Solutions LLC
Contact Detail:
Apex Fintech Solutions LLC Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Operations Analyst in Belfast
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect with current employees at Apex Fintech Solutions. A friendly chat can sometimes lead to job opportunities that aren't even advertised!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their products and services, especially in tax operations. This will help you tailor your answers and show that you're genuinely interested in being part of the team.
✨Tip Number 3
Practice common interview questions related to tax operations and financial services. Use the STAR method (Situation, Task, Action, Result) to structure your responses. This will help you articulate your experience clearly and confidently.
✨Tip Number 4
Don’t forget to follow up after your interview! A simple thank-you email can leave a lasting impression and show your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
We think you need these skills to ace Tax Operations Analyst in Belfast
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Tax Operations Analyst role. Highlight relevant experience in financial services, especially anything related to tax reporting and cost basis. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a great fit. Don’t forget to mention any specific experiences that relate to the job description.
Show Off Your Skills: We love seeing candidates who can demonstrate their skills. If you have experience with Excel, SQL, or data analysis, make sure to include examples of how you've used these tools effectively in your previous roles.
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensure it gets into the right hands!
How to prepare for a job interview at Apex Fintech Solutions LLC
✨Know Your Tax Basics
Make sure you brush up on your knowledge of IRS client tax reporting regulations and forms, especially 1099s and 5498s. Being able to discuss these confidently will show that you're not just familiar with the terms but can also apply them in real-world scenarios.
✨Showcase Your Analytical Skills
Prepare to demonstrate your advanced Excel skills and data analysis capabilities. Bring examples of how you've used pivot tables or complex formulas in past roles to solve problems or improve processes. This will highlight your ability to handle large datasets effectively.
✨Understand Cost Basis Accounting
Familiarise yourself with cost basis and tax lot accounting concepts, including FIFO and wash sales. Be ready to discuss how you've applied these in previous positions, as this knowledge is crucial for the role and will set you apart from other candidates.
✨Communicate Clearly
Practice explaining complex issues in simple terms. The interviewers will be looking for your communication skills, especially since you'll need to handle escalations and work with various stakeholders. Clear communication can make a big difference in how your ideas are received.