Technical Lead - Trading & Tax Lot Harvesting

Swift Hire LLC

Technical Lead Trading & Tax Lot Harvesting (Agentic AI, .NET, AWS, Angular)

Location: San Diego, CA
Experience: 10 12+ years
Rate: $70/HR on C2C

Role Overview

We are seeking a hands-on Technical Lead to build an intelligent Tax Lot Harvesting capability within a trading platform. This role will lead the design of AI-powered decisioning features and ensure seamless integration with Angular-based UI to deliver intuitive, insight-driven user experiences for advisors and traders.

Key Responsibilities

Lead end-to-end design and delivery of Tax Lot Harvesting capabilities
Architect scalable solutions using .NET, AWS, and Angular-based front-end integration
Define interaction patterns between agentic AI services and Angular UI (APIs, real-time insights, UX flows)
Enable natural-language-driven insights surfaced through intuitive UI components
Design systems to identify tax optimization opportunities (gain/loss harvesting, drift, cash)
Ensure seamless embedding of intelligence into Order Entry workflows and UI
Drive engineering best practices across backend and frontend integration
Mentor team members across full-stack (backend + Angular) development
Required Qualifications

10+ years of software development experience
7+ years of strong experience in .NET (C#, APIs, microservices)
Working knowledge of Angular (UI integration, API consumption, component design)
Strong experience in trading systems (Order Entry, portfolio workflows)
Proven experience with agentic AI / AI-driven applications
Strong AWS experience (must-have)
Understanding of tax lot accounting or portfolio tax optimization concepts
Excellent communication and stakeholder management skills
Preferred Qualifications

AWS Certified Solutions Architect / Developer
Experience designing data-driven UI/UX for analytics or decision-support systems
Familiarity with real-time UI updates (WebSockets, streaming data)
Experience with financial advisory or wealth platforms

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Vacancy posted 2 days ago

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