Tax Operations Analyst

Apex Fintech Solutions Tax Operations Analyst 13 Hours AgoSaved Hybrid Austin, TX, USA Junior JuniorFintech • Software • Financial ServicesSupports tax reporting and withholding operations for brokerage clients, including preparation and correction of 1099, 1042-S, and 5498 forms; IRS filing through FIRE and IRIS; W-8/W-9 validation; cost basis reporting; reconciliations; data quality reviews; client inquiries; and process automation. Ensures accurate, timely, and compliant reporting while investigating discrepancies, IRS rejections, withholding issues, and cost basis breaks.Top Skills: BigQueryClaude AiExcelFireIrisMS OfficePostgresPythonSQL