Fractional Financial Operations Analyst, Tax

Role Overview

We’re looking for a part-time contractor to serve as our Financial Operations Analyst, Tax and own 2026 end-customer tax withholding and information reporting for our FINRA-registered broker-dealer.

What You Will Do

Your primary points of contact will be the broker-dealer Chief Executive Officer (Head of Operations) and the Financial and Operations Principal (FinOp). You’ll work closely with finance, compliance, operations, and engineering to establish the reporting structure and process for 2026 end-customer tax reporting and withholding.

Why It Might Be a Fit

This is a part-time contract engagement from late October 2026 through April 2027, covering the year-end tax reporting season. We expect approximately 20 hours per week on average, varying with the reporting calendar, with heavier hours from January through March.

Requirements

• 3+ years of experience in tax operations, tax information reporting, and withholding at a broker-dealer, bank, custodian, or fintech (withholding agent)
• Working knowledge of IRS withholding and information reporting rules (Chapters 3, 4, and 61), including Forms W-8, W-9, 1099, and 1042-S
• Experience reconciling large data sets and resolving discrepancies; advanced Excel skills
• Strong attention to detail and the ability to meet deadlines during year-end reporting season
• Availability for approximately 20 hours per week on average from late October 2026 through April 2027, with flexibility around peak filing deadlines
• Advanced-level English for cross-team collaboration

Benefits

• Dental insurance
• Vision insurance
• Health insurance
• Retirement plan
• Paid time off
• Flexible work arrangements

Tagged as: Excel