Data Analyst; Tax and Cost

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. We're digitizing and democratizing systems so that everyone has an opportunity to invest. When you're at Apex, you drive this change. You're 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 1,000 employees. Together, we’re 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. We’re proud to be recognized for the innovative work we do, the purpose-driven nature of our work, and the collaborative culture we’ve created.

Here are just a few of the many awards we’ve recently received:

2026, 2025, 2024, 2023 - Presented by Built In

2025 - Presented by US Fin Tech Awards

2024 - Presented by CNBC

As a Data Analyst within Apex Tax & Cost Basis, you will be responsible for analyzing data processes, solving complex problems, documenting procedures, ensuring data quality, and contributing to the improvement and automation of workflows. You will play a critical role in enhancing the team's efficiency and delivering data-driven insights.

• Utilize advanced SQL and Claude AI skills to support the Tax & Cost Basis Operation teams.
• Evaluate data flows to identify areas for improvement and assist in the development and implementation of solutions.
• Ensure that solutions align with business needs and requirements.
• Analyze data trends and prepare reports with actionable recommendations for management.
• Develop, maintain, and enhance reporting to measure performance and support business decisions.
• Conduct software and data quality testing, ensuring end-to-end processes achieve the desired outcomes.
• Update and implement written procedures for operational tasks.
• Collaborate with cross-functional teams (Product, Operations, and Development) to address data-related needs.
• Contribute to the development of automated workflows to streamline processes and reduce manual interventions.

• 1–3 years of experience in data analysis.
• Advanced SQL skills.
• Exceptional analytical skills.
• Detail-oriented problem solver.
• Ability to adapt on-the-fly in a rapidly changing environment.
• Strong interpersonal and communication skills.
• Continuous improvement mindset, with the ability to think outside the box.
• Understanding of the financial services industry, particularly cost basis and tax reporting.
• Experience with APIs and Claude AI is a plus.

#operations #associate #full-time #APEX

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.

We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our…