Cost Basis & Tax Reporting Specialist (Hybrid)

Apex Clearing Corp; Belfast; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading fintech company in Belfast is looking for a Tax Operations Analyst to support Client Information Reporting with responsibilities in tax reporting and cost basis maintenance. The role requires expertise in tax lot accounting, compliance with IRS regulations, and strong analytical skills. Candidates should have a Bachelor's degree and 2+ years in financial services. The position offers a hybrid work environment with competitive perks, including private health insurance and flexible working hours.

Benefits

Market-leading salary

Annual bonus

28 days of annual leave

Private health insurance

Flexible working hours

Pension matched up to 7%

Monthly catered lunches

Unlimited drinks and snacks

Qualifications

• 2+ years of prior financial services experience required.
• Experience in Tax and Cost basis is a plus.

Responsibilities

• Review accounts and perform reconciliation to ensure compliance.
• Participate in testing initiatives and assist management.
• Monitor and enforce service level agreements.

Skills

Expertise in cost basis and tax lot accounting

Working knowledge of IRS client tax reporting regulations

Strong reconciliation and audit skills

Advanced Excel and data analysis skills

Process improvement and risk management mindset

QA/UAT experience

Exceptional communication skills

Strong time management

Education

Bachelor's degree in Accounting, Finance, Business Administration

Tools

Excel

SQL

Job description

A leading fintech company in Belfast is looking for a Tax Operations Analyst to support Client Information Reporting with responsibilities in tax reporting and cost basis maintenance. The role requires expertise in tax lot accounting, compliance with IRS regulations, and strong analytical skills. Candidates should have a Bachelor's degree and 2+ years in financial services. The position offers a hybrid work environment with competitive perks, including private health insurance and flexible working hours.