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. We are based in Dallas, TX and also have offices in Austin, New York, Chicago, Portland, and Belfast.
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.
Diversity, Equity, Inclusion, and Belonging (DEIB) Commitment
We're looking for all kinds of people.
At Apex, we believe that wealth management and investing should be accessible to everyone, and we strive to create spaces to democratize investing for folks of all walks of life. Internally, we embrace diversity and are dedicated to creating an inclusive and equitable workplace, which reflects our company vision and mission. We value every team member's unique perspective and are committed to fostering a culture where everyone belongs. Join us in our mission to empower and celebrate individual differences.
Apex is committed to being an equal opportunity employer. We ensure that qualified applicants receive fair consideration for employment without discrimination based on sex, gender identity, gender expression, sexual orientation, race, color, natural or protective hairstyle, genetics, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law. Know your rights: workplace discrimination is illegal. We stand by this commitment to promote a diverse, equitable, and inclusive workforce.