Fractional Financial Operations Analyst, Tax

📋 Description

• Own overall coordination of 2026 end-customer tax reporting and withholding for brokerage accounts
• Review and validate end-customer W-9 and W-8 tax documentation and corresponding withholding and
• Reconcile withheld tax to customer account activity and the InteliClear general ledger, and
• Work with Atomic teams and the FIS tax reporting team to prepare, review, and file year-end
• Respond to customer and partner tax inquiries in partnership with customer support and operations
• Work with Atomic teams to implement any changes in 2026 reporting due to new or updated tax

🎯 Requirements

• 3+ years of experience in tax operations, tax information reporting, and withholding at a
• Working knowledge of IRS withholding and information reporting rules (Chapters 3, 4, and 61)
• Experience reconciling large data sets and resolving discrepancies; advanced Excel skills
• Strong attention to detail and the ability to meet deadlines during year-end reporting season
• Availability for approximately 20 hours per week on average from late October 2026 through April
• Advanced-level English for cross-team collaboration