WHO WE ARE
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’re proud to be recognized for the innovative work we do, the purpose-driven nature of our work, and the collaborative culture we’ve created. Here are just a few of the many awards we’ve recently received:
Best Places to Work
2026, 2025, 2024, 2023 - Presented by BuiltIn
WealthTech of the Year
2025 - Presented by US FinTech Awards
The World’s Top 250 Fintech Companies
2024 - Presented by CNBC
ABOUT THIS ROLE
Every broker-dealer like Apex Clearing must report tax obligations for each investor's account to the IRS. The Apex Tax team is responsible for calculating and reporting taxes for over 90 million brokerage accounts, including those for Apex Clearing, as well as for many of the most well-known Broker-Dealers. As a Client Services Intern - Tax, you will be part of a team that sells these services throughout the industry while supporting an existing client base of best-in-class Broker-Dealers. Duties will include supporting and improving current business processes, leveraging AI where appropriate. Duties may also include participating in sales and client meetings.
To be considered, you must be able to commit to a 10-week hybrid internship and work 40 hours per week during our summer program.
Key Responsibilities:
Analyze key workflows to surface friction points, differentiators, and opportunities.
Communicating across teams internally (sales, operations, product, tech ops, etc.) to solve client problems.
Maintaining up-to-date process documentation and procedures for all tasks.
Communicating with clients and creating monthly status reports.
Requirements & Nice to Haves:
High level of organization, detail-orientation
Excellent communication skills, both written and verbal
Ability towork well in a dynamic, client-responsive, and faced-paced environment
Excellent analytical skills, business partnering, problem solving and prioritization skills
Ability to learn a process and suggest actionable improvement solutions
Ability to read and understand contracts
Fundamental AI knowledge or aptitude to leverage AI to help improve business processes
Ability to take detailed notes and generate step by step documentation to assist with AI prompting / training
Education and Experience:
Currently pursuing or recently completed a degree in Economics, Tax, Accounting, Finance, Economics, Business Management, Communications, MIS, Information Technology, or a related field.
Rising Senior standing, Aug 2026 – Jun 2027 graduate
Excellent communication and teamwork skills for cross-functional collaboration.
Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
General interest in Fintech.
Work Environment:
This internship operates on a hybrid schedule in NYC.
This internship operates in a 4 day a week in office environment.
Salary:
$25 per hour.
#LI-DNI
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.
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.
Top Skills
What the Team is Saying
What We Do
Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading, wealth management, cost basis, tax reporting, and, through its subsidiary Apex Clearing™, custody and clearing. For more information, visit the Apex Fintech Solutions website: https://www.apexfintechsolutions.com.
Why Work With Us
We are bold enough to do what needs to be done. Savvy enough to know what that is. Kind and candid enough to tell it like it is every step of the way. We are compelling in our own right but devoted to joint success. We watch our backs. We scout the way ahead. We put ourselves, our team, and our clients in a position to soar.
Gallery
Apex Fintech Solutions Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
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