Senior Tax Analyst

WHO WE ARE

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. As a global organization, we have offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila.

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

ABOUT THIS ROLE

Excited to grow your career?

We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is right for you, we encourage you to apply!

Our people make all the difference in our success. 

Apex Fintech Solutions is seeking a highly qualified Senior Tax Analyst to join our Finance team. In this role, you'll report directly to the Tax Director and play an integral part in the corporate tax department. Your responsibilities will include supporting the tax compliance and tax accounting functions as well as assisting with tax planning, performing technical tax research, and supporting other strategic initiatives. This position is ideal for a highly motivated tax professional to gain exposure to a broad range of complex tax issues and grow within a fast-paced and dynamic tax department at an entrepreneurial and rapidly growing company.

Duties/Responsibilities

• Prepare and review complex federal and state tax returns and supporting workpapers, estimated tax payments, and various other tax compliance obligations for Apex Fintech Solutions and its subsidiary businesses. Coordinate with external tax return preparers to ensure tax returns are filed timely and accurately.

• Prepare the quarterly and annual income tax provisions and the associated financial disclosures, including tracking book-to-tax differences, effective tax rate reconciliations, and deferred tax inventories. Ensure adherence to Sarbanes-Oxley requirements.

• Perform in-depth technical research to address complex tax issues, identify planning opportunities, and analyze the impact of pending legislation.

• Assist with special projects including M&A due diligence, tax planning, cash tax forecasting, tax audit support, and other business initiatives.

• Proactively identify opportunities to streamline existing processes and leverage tax technology solutions to enhance efficiency.

• Ability to effectively and efficiently partner with internal stakeholders (including Finance, Accounting, FP&A, Legal, HR) as well as managing external advisors.

Education and/or Experience

• Bachelor's degree in Accounting, Finance, Business Administration, Taxation (or equivalent work experience) required; Master's degree preferred

• 3+ years of federal and state corporate income tax experience in private industry and/or public accounting.

• Experience with ASC 740, Accounting for Income Taxes.

• CPA and/or MST preferred or in progress of completion.

• Big 4 / large accounting firm experience preferred

Required Skills/Abilities

• Experience with OneSource Tax Provision preferred

• Proven ability to organize and manage multiple priorities simultaneously in a fast-paced environment

• Strong analytical ability and perseverance to solve problems independently with high attention to detail

• Strong desire to learn new things and grow within your profession

• Proficiency with Microsoft office products with an emphasis on Excel

• Requires flexibility and ability to prioritize workload effectively.

Work Environment

• This job operates in an office environment.

#finance #associate #full-time #LI-JC1 #APEX

​Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Our Rewards

We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS , we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices.

Salary Range

$82,000-$102,500

The annual base salary range for this position is noted above. Exact compensation offered may vary depending on job-related knowledge, skills, experience, and office location.

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.