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Fintech • Software • Financial Services
Own U.S. federal tax reporting, compliance, and ASC 740 tax provision activities for a consolidated financial services group. Manage outsourced compliance providers, federal filings, tax audits, international tax coordination, tax research, controls, disclosures, and process automation. Partner with Accounting, Legal, Treasury, Operations, Engineering, auditors, and senior stakeholders while helping build scalable tax processes and SOX-ready controls.
Fintech • Software • Financial Services
Provides frontline support for a retail active trading platform through phone, support cases, and potentially live chat. Resolves platform, account, onboarding, billing, PDT, and client service issues; escalates trade execution concerns to specialists. Requires brokerage or fintech support experience, strong communication, composure under pressure, and active Series 7 and Series 63 licenses. Series 3 is preferred or must be obtained within three months.
Fintech • Software • Financial Services
Provides frontline support for a retail active trading platform through phone, support cases, and potentially live chat. Resolves platform, account, PDT, onboarding, billing, and client fund movement inquiries; escalates trading and execution issues. Requires strong communication, composure under pressure, financial operations knowledge, and active Series 7 and Series 63 licenses. Series 3 licensing is preferred or must be obtained within three months.
