Data Analyst, Tax & Cost Basis

Apex

Confirmed live yesterday High trust
Hybrid

Quick summary

Work type
Hybrid
Location
Austin, TXDallas, TXChicago, ILNew York, NYPortland, ORBelfast, United KingdomManila, Philippines
Salary
$66,000–$82,500 / yr
Posted
9 days ago
Freshness
Confirmed live yesterday

Market check

Salary context

Below market

How this pay compares to similar roles

Similar $149k
This role $74k
$53k most similar roles pay here $189k

This role pays less than 99% of similar roles. Most pay $124,755–$173,713 — the shaded band above. At the midpoint, this role pays about $74k versus about $149k for comparable roles.

Based on 240 similar postings.

Employer

About Apex

Apex Fintech Solutions provides brokerage infrastructure and clearing services to financial services companies, enabling them to deliver investing, trading, and retirement solutions to their customers. Industry: Financial Technology & Brokerage Infrastructure

Apex currently has 20 open roles on FindRole.

Most-posted roles

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At a glance

TL;DR · Data Analyst, Tax & Cost Basis

As a Data Analyst (Tax & Cost Basis), you will join the Tax & Cost Basis team to analyze data processes, solve complex problems, and document procedures while ensuring high data quality. You will be responsible for evaluating data flows to identify improvements, developing automated workflows to reduce manual interventions, and preparing reports with actionable recommendations for management. Your daily work involves conducting software and data quality testing and collaborating with cross-functional Product, Operations, and Development teams to meet business needs. The role requires advanced SQL skills and the ability to utilize Claude AI and APIs to support operations. You will apply your expertise in financial services, specifically regarding cost basis and tax reporting, to improve team efficiency. Key competencies include analytical problem-solving, attention to detail, and a continuous improvement mindset within the fintech sector.

What does a Data Analyst earn?

Median $127950 from 39 postings across 21 companies.

See salary data

What you'll do

  • Utilize advanced SQL and Claude AI skills to support Tax & Cost Basis Operation teams.
  • Evaluate data flows to identify inefficiencies and implement technical solutions.
  • Analyze data trends and prepare reports with actionable recommendations for management.
  • Develop and maintain reporting systems to measure performance and support business decisions.
  • Conduct software and data quality testing to ensure end-to-end process accuracy.
  • Update and implement written procedures for operational tasks.
  • Develop automated workflows to streamline processes and reduce manual interventions.

What we're looking for

  • 1–3 years of experience in data analysis.
  • Advanced SQL skills.
  • Experience with APIs and Claude AI is a plus.
  • Understanding of the financial services industry, specifically cost basis and tax reporting.
  • Exceptional analytical and problem-solving skills.
  • Strong interpersonal and communication skills.
  • Ability to adapt quickly in a rapidly changing environment.
  • Continuous improvement mindset with the ability to think outside the box.

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