FinTech Support Specialist - Trading, Tax Solutions

Responsibilities Resolve escalated, high‑complexity cost basis issues involving multi‑system discrepancies, ambiguous tax lot scenarios, and advanced corporate action impacts. Lead and execute audit reviews for accuracy, completeness, and regulatory standards. Own advanced UAT cycles and validate new platform functionality prior to release. Identify operational risks within the cost basis function and recommend strategic process improvements. Document advanced procedures and contribute to the refinement of departmental controls and internal standards. Serve as the subject‑matter expert for internal partners including Product, IT, Operations, and leadership. Mentor and train Client Support Specialists – Cost Basis on advanced topics, complex case handling, and best practices. Partner with Product and IT teams on enhancement requests, defect documentation, and release validation. Coordinate with custodians on complex data issues requiring escalated resolution. Lead or contribute to documentation redesign and workflow optimization initiatives within the cost basis function. Requirements Bachelor's degree in Finance, Accounting, Business Administration, Finance, or related field as preferred. Minimum of two (2) years of significant financial industry experience as required. Prior experience in cost basis, tax lot reconciliation, or accounting operations as preferred. Demonstrated expert‑level knowledge may substitute for years of experience. Experience leading audit reviews or UAT cycles as preferred. Prior mentorship or training responsibilities as preferred. Familiarity with Orion platform and custodian coordination processes as preferred. Expert knowledge of cost basis methodology including all gain/loss methods (FIFO, LIFO, specific identification, average cost), tax lot management, and wash sale rules. Expert understanding of corporate actions and their cascading impact on tax lot accuracy and cost basis reporting. Ability to resolve high‑complexity, multi‑system cost basis discrepancies with sound analytical judgment. Deep understanding of IRS cost basis reporting requirements and financial industry regulatory standards. Ability to validate new platform functionality against cost basis rules and regulatory expectations during UAT cycles. Ability to own and manage relationships with stakeholders directly and work effectively with people at all levels in an organization. #J-18808-Ljbffr Jobtailor