Fractional Financial Operations Analyst, Tax

This is a fully remote position, open to applicants in United States.

📋 Description

• Take full responsibility for the coordination of 2026 end-customer tax reporting and withholding for brokerage accounts.

• Oversee backup withholding and nonresident alien withholding per Chapters 3 and 4 (FATCA), including managing treaty rates.

• Review and verify end-customer W-9 and W-8 tax documentation along with the associated withholding and tax reporting treatments.

• Reconcile withheld taxes with customer account activities and the InteliClear general ledger.

• Collaborate with the FinOp to ensure timely payments to the IRS.

• Partner with Atomic teams and the FIS tax reporting team to prepare, review, and file year-end information returns, including Forms 1099-B, 1099-DIV, 1099-INT, 1099-MISC, and 1042-S.

• Prepare related returns such as Forms 945 and 1042, including any necessary corrections.

• Address customer and partner tax inquiries in conjunction with customer support and operations teams.

• Implement changes in 2026 reporting due to new or updated tax regulations.

• Maintain written procedures and controls related to tax processes.

• Document processes, controls, and lessons learned throughout the engagement.

• Prepare a transition plan for the next tax season before the conclusion of the engagement.

• Work closely with finance, compliance, operations, and engineering teams.

• Primarily report to the broker-dealer Chief Executive Officer (Head of Operations) and the Financial and Operations Principal (FinOp).

⛳️ Requirements

• A minimum of 3 years of experience in tax operations, tax information reporting, and withholding at a broker-dealer, bank, custodian, or fintech (withholding agent).

• Proficient understanding of IRS withholding and information reporting regulations (Chapters 3, 4, and 61), including familiarity with Forms W-8, W-9, 1099, and 1042-S.

• Experience in reconciling large data sets and resolving discrepancies effectively.

• Advanced skills in Excel.

• Exceptional attention to detail and the ability to meet deadlines during the year-end reporting period.

• Availability for approximately 20 hours per week on average from late October 2026 through April 2027, with flexibility around peak filing deadlines.

• Advanced proficiency in English for effective cross-team collaboration.

• Experience with tax reporting vendor platforms such as FIS and SQL is preferred.

• Familiarity with establishing a tax reporting process is advantageous.

• Experience collaborating with engineering teams on tax data mapping or vendor file specifications is a plus.

• Experience with InteliClear or similar broker-dealer back-office or books-and-records systems is desirable.

• Candidates must reside in the US or LATAM within the Americas Time Zone (GMT-4 to GMT-8).

🏝️ Benefits

• Fully remote engagement.

• Part-time contract position.

• Approximately 20 hours per week on average, with increased hours from January through March.