This is Hybrid role (3 days in office / 2 day remote)
About Your Team
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.
Your Role
As a new member of TaxCust, you will take on meaningful technical ownership from day one. Over your first two years, your responsibilities will include:
- 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
- This is a highly impactful role where your contributions will directly shape the reliability, scalability, and evolution of a core enterprise platform.
Must-Have Skills
- 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-Have Skills
- 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
Company Benefits & Perks
- Competitive salary, annual performance-based bonus and 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 and a fully stocked kitchen with healthy options for breakfast and snacks
- Corporate events including team outings, dinners, volunteer activities and company sports teams
- Education reimbursement and learning opportunities