cost basis

WHO WE AREApex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others;...

Data Analyst Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many...

FITS Consulting is seeking skilled Business Analysts with a strong background in the brokerage and investment industry. The ideal candidate will have proven experience supporting Tax Operations and Reporting systems, including expertise in Cost Basis calculations. This role offers the opportunity to contribute to impactful projects while working within a...

FITS Consulting is seeking skilled Business Analysts with a strong background in the brokerage and investment industry. The ideal candidate will have proven experience supporting Tax Operations and Reporting systems, including expertise in Cost Basis calculations. This role offers the opportunity to contribute to impactful projects while working within a...

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job...

Job Title Candidates MUST be local to Scottsdale, AZ or Valley Forge, PA - Role will be 100% Remote Job Description Summary: Uses advanced cost basis acumen and skills gained through experience to provide superior client service on the most complex accounts, through accuracy, timeliness and department standards. Independently researches, provides...

WHO WE ARE Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others;...

WHO WE ARE Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others;...

Axos Clearing is seeking a Tax & Cost Basis Representative to serve as the primary contact for broker-dealer inquiries and processing documentation. You will remit and reconcile daily federal and state tax withholdings, unclaimed property for lost/abandoned accounts, and maintain client tax lot data to ensure IRS and industry regulation compliance. The role...

Apex Fintech Solutions is seeking a Data Analyst within Apex Tax & Cost Basis to analyze data processes, drive improvements, and deliver data-driven insights. You will work across the Tax & Cost Basis teams to enhance data quality, reporting, and automation, supporting faster, more reliable decision-making.The role emphasizes strong SQL skills, analytical...

Apex Fintech Solutions is seeking a Data Analyst within Apex Tax & Cost Basis to analyze data processes, drive improvements, and deliver data-driven insights. You will work across the Tax & Cost Basis teams to enhance data quality, reporting, and automation, supporting faster, more reliable decision-making.The role emphasizes strong SQL skills, analytical...

Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work...

WHO WE ARE Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others;...

Work arrangement: Remote / U.S.-based; job-board anchor: Houston, TX 77002 Opportunity: Contingent specialist role supporting Axyde's proposal for USTDA 1131PL26R0056 Mobilization: Potential Regional Asia travel within 20 calendar days after Axyde's written notice following awardRole purposeBuild auditable assignment and study estimates that connect every...

What Working at Hexaware offers:Hexaware is a dynamic and innovative IT organization committed to delivering cutting-edge solutions to our clients worldwide. We pride ourselves on fostering a collaborative and inclusive work environment where every team member is valued and empowered to succeed.Hexaware provides access to a vast array of tools that enhance,...

At Accenture Federal Services, nothing matters more than helping the US federal government make the nation stronger and safer and life better for people. Our 13,000+ people are united in a shared purpose to pursue the limitless potential of technology and ingenuity for clients across defense, national security, public safety, civilian, and military health...

BASIS Administrator Location: Baltimore, MD Required Clearance: Secret Since 1999, ITEC has delivered mission-critical support to the DoD and Intelligence Community. Now part of ManpowerGroup Public Sector (MGPS), we continue that work with expanded capabilities. Employees hired through this process will join MGPS and receive a comprehensive benefits...

At Accenture Federal Services, nothing matters more than helping the US federal government make the nation stronger and safer and life better for people. Our 13,000+ people are united in a shared purpose to pursue the limitless potential of technology and ingenuity for clients across defense, national security, public safety, civilian, and military health...

**SAP Basis Lead** North Point Technology is seeking an experienced ERP Technical Lead to provide strategic and technical leadership across global SAP, Oracle, and enterprise application environments. This role focuses on ERP architecture, platform security, integrations, application development, cloud transformation, and operational reliability. The ideal...

  At Accenture Federal Services, nothing matters more than helping the US federal government make the nation stronger and safer and life better for people. Our 13,000+ people are united in a shared purpose to pursue the limitless potential of technology and ingenuity for clients across defense, national security, public safety, civilian, and military...