Fractional Financial Operations Analyst, Tax

Atomic Invest

. Own overall coordination of 2026 end-customer tax reporting and withholding for brokerage accounts .

Posted 10/12/2026part-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax operations and information reporting, with a strong focus on IRS withholding rules and reconciliation of large data sets. Proficient in managing tax documentation and collaborating with cross-functional teams to ensure compliance and accuracy in reporting.

Highest-signal resume keywords

Tax Operations ManagementIRS Withholding RulesAdvanced Excel SkillsData ReconciliationTax Reporting Process Establishment

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Information ReportingWithholding ManagementData ReconciliationTax Documentation ReviewForm Preparation (W-8, W-9, 1099, 1042-S)Tax Regulation ImplementationProcess DocumentationAttention to DetailDeadline ManagementCross-Team Collaboration

Soft Skills

Strong Attention to DetailAbility to Meet DeadlinesCustomer Support Communication

Tools & Technologies

FIS Tax Reporting PlatformInteliClearSQL

Industry Keywords

Broker-DealerFintechTax ComplianceWithholding AgentFinancial Operations

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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