Associate Tax Operations Analyst
APEX Fintech Services•New York City, NY
•Hybrid
About The Position
As an Associate Tax Operations Analyst within Apex Tax and Cost Basis, you will be responsible for analyzing data processes, solving complex problems, documenting procedures, ensuring data quality, and contributing to the improvement and automation of workflows.
Requirements
- Minimum 1-3 years experience in data analysis
- Exceptional analytical skills
- Detail oriented problem solver
- Ability to adapt on the fly in a rapidly changing environment
- Strong interpersonal and communication skills
- Continuous improvement mindset, an outside the box thinker
- Understanding of financial services industry – particularly cost basis and tax reporting
Nice To Haves
- Use of API’s and Claude ai a plus
Responsibilities
- Evaluate data flows to identify areas for improvement and assist in the development and implementation of solutions.
- Ensure solutions align with business needs and requirements.
- Analyze data trends and prepare reports with recommendations for management.
- Conduct software and data quality testing ensuring end-to-end processes achieve desired outcomes.
- Collaborate with cross functional teams (Product and Development) to address data related needs.
- Contribute to the development of automated workflows to streamline processes and reduce manual interventions.
Benefits
- healthcare benefits (medical, dental and vision, EAP)
- competitive PTO
- 401k match
- parental leave
- HSA contribution match
- paid subscription to the Calm app
- generous external learning and tuition reimbursement benefits
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
