Fractional Financial Operations Analyst, Tax

Job not on LinkedIn

🔥 7 minutes ago

🇺🇸 United States – Remote

⏱ Part Time

🟡 Mid-level

🟠 Senior

⚙️ Operations

👻 Ghost score 17%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Atomic Invest

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2020

💸 Finance

💳 Fintech

☁️ SaaS

Finance • Fintech • SaaS

Atomic Invest is a technology company that offers an integrated platform designed for fintechs and financial institutions to provide savings and investment products. They enable advanced wealth and cash management services with offerings that include FDIC-insured cash sweeps, money market funds, and treasury bills. Atomic Invest provides brokerage services with turnkey experiences and APIs that simplify the launch process for financial services. Their solutions cater to financial institutions, wealth managers, consumer platforms, and broker-dealers, enhancing financial service offerings and client satisfaction. As an SEC-licensed investment adviser and FINRA-registered broker-dealer, Atomic Invest ensures compliance and security standards, operating under the umbrella of AtomicVest Inc. Their services are not bank-guaranteed and carry the typical risks associated with investing.

📋 Description

• Own overall coordination of 2026 end-customer tax reporting and withholding for brokerage accounts • Manage backup withholding and nonresident alien withholding under Chapters 3 and 4 (FATCA), including treaty rates • Review and validate end-customer W-9 and W-8 tax documentation and related 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, including Forms 1099-B, 1099-DIV, 1099-INT, 1099-MISC, and 1042-S • Prepare related returns such as Forms 945 and 1042, including corrections • Respond to customer and partner tax inquiries with customer support and operations teams • Implement changes in 2026 reporting due to new or updated tax regulations • Maintain written procedures and controls for tax processes • Document processes, controls, and lessons learned • Prepare a handoff for the next tax season before the engagement ends • Work closely with finance, compliance, operations, and engineering • Report primarily to the broker-dealer Chief Executive Officer (Head of Operations) and Financial and Operations Principal (FinOp)

🎯 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 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 • Experience with tax reporting vendor platforms such as FIS and SQL is nice to have • Experience establishing a tax reporting process is nice to have • Experience working with engineering teams on tax data mapping or vendor file specifications is nice to have • Experience with InteliClear or similar broker-dealer back-office or books-and-records systems is nice to have • Candidates must be based in the US or LATAM in the Americas Timezone (GMT-4 to GMT-8)

🏖️ Benefits

• Fully remote engagement • Part-time contract engagement • Approximately 20 hours per week on average, with heavier hours from January through March