Fractional Financial Operations Analyst, Tax

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Atomic VestFinancial services

Candidates must be based in the US or LATAM in the Americas Timezone (GMT-4 to GMT-8), Americas Timezone (GMT-4 to GMT-8)ContractMiddle

Salary not disclosed

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Job Details

Languages: Advanced-level English
Experience: 3+ years of experience in tax operations, tax information reporting, and withholding at a broker-dealer, bank, custodian, or fintech (withholding agent)

Have 3+ years of experience in tax operations, tax information reporting, and withholding at a broker-dealer, bank, custodian, or fintech withholding agent.
Have working knowledge of IRS withholding and information reporting rules under Chapters 3, 4, and 61.
Have working knowledge of Forms W-8, W-9, 1099, and 1042-S.
Have experience reconciling large data sets and resolving discrepancies.
Have advanced Excel skills.
Demonstrate strong attention to detail and the ability to meet year-end reporting deadlines.
Be available for approximately 20 hours per week on average from late October 2026 through April 2027, with flexibility around peak filing deadlines.
Have advanced-level English for cross-team collaboration.
Experience with tax reporting vendor platforms such as FIS and SQL is a plus.
Experience establishing a tax reporting process is a plus.
Experience working 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 a plus.

Coordinate 2026 end-customer tax reporting and withholding for brokerage accounts, including backup withholding, NRA withholding under Chapters 3 and 4 (FATCA), and treaty rates.
Review and validate end-customer W-9 and W-8 tax documentation and corresponding withholding and tax reporting treatment.
Reconcile withheld tax to customer account activity and the InteliClear general ledger.
Coordinate with the FinOp to ensure timely deposits to the IRS.
Work with Atomic teams and the FIS tax reporting team to prepare, review, and file year-end information returns, related returns, and corrections.
Respond to customer and partner tax inquiries with customer support and operations teams.
Implement changes to 2026 reporting resulting from new or updated tax regulations.
Maintain written procedures and controls for tax processes.
Document processes, controls, and lessons learned, and prepare a handoff for the next tax season.

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