Operations Analyst (Tax)

Operations Analyst

Silver Management is a leading provider of business and technology solutions for the investment services industry. Our employees apply decades of securities industry and software development experience along with a passion for solving real-world problems. Our strategic partners provide complementary services, software, and market data to enhance our solutions. The Silver team delivers cost-effective brokerage operations, cost basis reporting, and wealth management solutions for our clients.

Responsibilities:

• Ensure accuracy of cost basis processing and tax reporting data
• Research and resolve investment account reconciliation breaks
• Research and resolve investment account processing exceptions
• Analyze and communicate processing results and trends
• Recommend and help implement process improvements and software usability enhancements

Qualifications:

• College degree or relevant work experience
• Strong analytical and problem solving abilities
• Excellent oral and written communication skills
• Proficient with personal computers and applicable software
• Knowledge of accounting and/or investments is a plus

We're looking for someone who:

• Is passionate - You have a genuine passion for people and developing relationships.
• Is motivated - You are driven to be the best. You challenge yourself by setting goals, crushing them, and helping your teammates do the same.
• Is collaborative - You are excited to work with others throughout the organization to help foster a superior work place and culture.
• Wants to make an impact - You are looking to do amazing work. You are all about partnering with executives to drive execution.
• Operates with integrity - You always conduct yourself with honesty and operate ethically. You say what you mean, and mean what you say.
• Wants to grow - This role will constantly change with the needs of the business, be ready to challenge yourself and tackle any task that comes your way.
• Can focus on varying work streams - This role will work across many functions, be ready to change your approach, focus, and mindset throughout the day.

A few reasons why you might love us:

• We're a leader in the space - Apex is recognized for disrupting the financial services industry, enabling fintech standouts like Stash, Robinhood and Betterment. We have an amazing track record of success and we foster ongoing innovation. So you get all the benefits of a proven, growing company, while enjoying a very entrepreneurial culture.
• Your work will be immediately impactful - You will be able to see your direct impact on our executive team and the firm as a whole. You will not be another talented professional weighed down by old school tactics.

And a few reasons why you may not like working for us:

• You do not like change - This is not a job for someone who likes "predictable." The way we approach work is cutting edge. If you like "how it's always been done," you may not like working on this team.
• You are not the collaborative type - We work together to ensure the best possible solutions for our customers. We think two brains are better than one so we do most of our work together.
• You do not like uncertainty or ambiguity - This role will require you to learn on the fly and create structure around new and rapidly evolving processes.

Silver is an Equal Employment Opportunity employer and as such does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed and gender.