Operations Specialist Tax

WHO WE ARE

Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify automate and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash Betterment SoFi Webull and eToro amongst many others; collectively Apex powers access to the stock market for over 22 million end customers.

At Apex we are changing how the securities industry operates by reinventing the status quo which was manual slow and accessible only by the ultra-wealthy. Were digitizing and democratizing systems so that everyone has an opportunity to invest.

When youre at Apex you drive this change. Youre part of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin Dallas Chicago New York Portland Belfast and Manila are home to over 1000 employees.

Together were shaping the future of financial innovation. Embrace change. Solve big. Win together. And be G.R.E.A.T. grit results empathy accountability and teamwork with Apex.

Were proud to be recognized for the innovative work we do the purpose-driven nature of our work and the collaborative culture weve created. Here are just a few of the many awards weve recently received:

Best Places to Work

- Presented by Built In

Wealth Tech of the Year

2025
- Presented by US Fin Tech Awards

The Worlds Top 250 Fintech Companies

2024
- Presented by CNBC

ABOUT THIS ROLE

We are looking for an Operations Specialist - Tax to join us in our Belfast Office as part of the Apex Silver Tax and Wealth Management Team.

Silver Management is a leading provider of business and technology solutions for the investment services industry.

Our employees apply decades of securities industry and software development experience along with a passion for solving real-world problems. Our strategic partners provide complementary services software and market data to enhance our solutions.

The Silver team delivers cost-effective brokerage operations cost basis reporting and wealth management solutions for our clients.

Duties/Responsibilitie
s

• Ensure accuracy of cost basis processing and tax reporting data
• Research and resolve investment account reconciliation breaks
• Research and resolve investment account processing exceptions
• Analyse and communicate processing results and trends
• Recommend and help implement process improvements and software usability
• enhancements

Education and/or Experienc
e

• Bachelors degree in related field (or equivalent practical experience) required
• 3 years of prior work experience in a similar role
• Required Skills/Abilities
• Strong analytical and problem solving abilities
• Excellent oral and written communication skills
• Experience with US tax reporting /1042s advantageous
• Experience with SQL and/or advanced Excel skills advantageous
• Self motivated and able to work independently (certifications will be required within job
• role)
• Obtain a passing score on the Securities Industry Essentials (SIE) Exam within your first 90 days and FINRA Series 99 within the year.

Work Environmen
t

This job operates in a hybrid office environment 2 days per week.

#operations #associate #full-time #LI-DM1 #AFSUK

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 a market-leading salary with an annual bonus 28 days of annual leave plus 10 Northern Ireland national holidays a training and development budget and a pension matched up to 7%. Our benefits also…