Senior Software Developer - Client Tax

This is Hybrid role (3 days in office / 2 day remote)

You will be joining the Client Tax (Tax Cust) group within the broader Client Tax Team. While the Client Tax Team covers a wide range of tax-related functions, Tax Cust is specifically focused on the development and maintenance of the systems that power our client-facing tax operations. Our core responsibilities include:

• Maintaining and continuously improving the enterprise brokerage tax form collection and reporting system
• Maintaining and improving the Oracle data models and XML schemas that underpin our tax data architecture
• Maintaining and improving the Java-based processing and reporting programs that drive our tax workflows
• We are a technically focused team operating at the intersection of financial services and enterprise software engineering, building and evolving mission-critical systems that serve clients at scale.

As a new member of Tax Cust, you will take on meaningful technical ownership from day one. Over your first two years, your responsibilities will include:

• Maintaining and improving the enterprise brokerage tax form collection and reporting system
• Maintaining and improving related Oracle data models and XML schemas
• Maintaining and improving processing and reporting Java programs
• Extracting technical requirements from business specifications for the tax form collection and reporting system
• Planning and implementing end-to-end system improvements across the full technology stack
• Analyzing and resolving production incidents, ensuring system stability and reliability
• Analyzing resource usage and scalability bottlenecks and implementing targeted improvements
• Planning and implementing a transition from a bulk processing model to an event-based processing architecture
• This is a highly impactful role where your contributions will directly shape the reliability, scalability, and evolution of a core enterprise platform.

• Strong database knowledge and experience, including data modeling and design
• Experience working with large-scale data repositories
• Strong object-oriented software development skills, with hands‑on experience in Java, Spring, and REST APIs
• Demonstrated ability to extract technical specifications from business requirements
• Proven ability to plan, implement, and lead complex software projects from inception to delivery
• Detail‑oriented and quality‑focused mindset with a commitment to engineering excellence

• Familiarity with US and international tax regulations and reporting requirements
• Knowledge of or experience with IRS tax forms (W‑8, W‑9) and IRS tax reporting (1099)
• Knowledge of or experience with CRS (Common Reporting Standard) tax reporting

• Competitive salary, annual performance‑based bonus and stock grant
• Retirement plan 401(k) with competitive company match
• Excellent health and wellness benefits, including medical, dental, and vision benefits. Company paid medical healthcare premium.
• Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP)
• Daily company lunch allowance provided and a fully stocked kitchen with healthy options for breakfast and snacks
• Corporate events including team outings, dinners, volunteer activities and company sports teams
• Education reimbursement and learning opportunities