About the position

You will be joining the Client Tax (TaxCust) group within the broader Client Tax Team. While the Client Tax Team covers a wide range of tax-related functions, TaxCust is specifically focused on the development and maintenance of the systems that power our client-facing tax operations. Our core responsibilities include: Maintaining and continuously improving the enterprise brokerage tax form collection and reporting system. Maintaining and improving the Oracle data models and XML schemas that underpin our tax data architecture. Maintaining and improving the Java-based processing and reporting programs that drive our tax workflows. We are a technically focused team operating at the intersection of financial services and enterprise software engineering, building and evolving mission-critical systems that serve clients at scale.

Responsibilities

• Maintaining and improving the enterprise brokerage tax form collection and reporting system
• Maintaining and improving related Oracle data models and XML schemas
• Maintaining and improving processing and reporting Java programs
• Extracting technical requirements from business specifications for the tax form collection and reporting system
• Planning and implementing end-to-end system improvements across the full technology stack
• Analyzing and resolving production incidents, ensuring system stability and reliability
• Analyzing resource usage and scalability bottlenecks and implementing targeted improvements
• Planning and implementing a transition from a bulk processing model to an event-based processing architecture

Requirements

• Strong database knowledge and experience, including data modeling and design
• Experience working with large-scale data repositories
• Strong object-oriented software development skills, with hands-on experience in Java, Spring, and REST APIs
• Demonstrated ability to extract technical specifications from business requirements
• Proven ability to plan, implement, and lead complex software projects from inception to delivery
• Detail-oriented and quality-focused mindset with a commitment to engineering excellence

Nice-to-haves

• Familiarity with US and international tax regulations and reporting requirements
• Knowledge of or experience with IRS tax forms (W-8, W-9) and IRS tax reporting (1099)
• Knowledge of or experience with CRS (Common Reporting Standard) tax reporting

Benefits

• Competitive salary
• Annual performance-based bonus
• Stock grant
• Retirement plan 401(k) with competitive company match
• Excellent health and wellness benefits, including medical, dental, and vision benefits
• Company paid medical healthcare premium
• Wellness screenings and assessments
• Health coaches and counseling services through an Employee Assistance Program (EAP)
• Daily company lunch allowance provided
• Fully stocked kitchen with healthy options for breakfast and snacks
• Corporate events including team outings, dinners, volunteer activities and company sports teams
• Education reimbursement
• Learning opportunities