For the given job description <<Who We Are
Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Betterment, SoFi, and WeBull, and more than 20 million of our clients' customers.
Collectively, AFS creates an environment in which companies with the biggest ideas in fintech are empowered to change the world. We are based in Dallas, TX and also have offices in Austin, New York, Chicago, Portland, and Belfast.
If you are seeking a fast-paced and entrepreneurial environment where you'll have the opportunity to make an immediate impact, and you have the guts to change everything, this is the place for you.
AFS has received a number of prestigious industry awards, including:
2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards2021 Most Innovative Companies - presented by Fast Company2021 Best API & Best Trading Technology - presented by Global Fintech Awards
About This Role
As a Principal Cloud Software Engineer at Apex Silver, you are responsible for design and development of software code. You will help lead other developers in the design and development of financial services applications that integrate with cloud-based services. You are a results oriented leader who can lead a team to exceed client expectations. You perform hands-on work required to meet service level requirements. You will lead by example.
Key Responsibilities
Coordinate with your cross functional product development team and members of the software development teamOversee and provide guidance to other development team membersDesign and develop highly performant large scale financial services applicationsImplement robust CICD processesAdhere to Silvers coding standardsKeep up-to-date with industry trends and technology developments
Skills & Requirements
Requires a bachelor's degree (or equivalent experience) and at least 10 years of experienceExtensive knowledge of software development processesExtensive knowledge of bash shell scriptingExtensive knowledge of implementing serverless solutions using AWS lambda, SQS, EventBridgeExtensive knowledge of Cloud Databases: AWS RDSAurora, DynamoDBExtensive knowledge of Infrastructure-as-Code deployment tools like CloudFormation templates, TerraformExtensive knowledge of AWS Cloud Technologies (EC2, RDS, Amazon MQ, S3, API Gateway, etc.)Extensive knowledge of bash shell scriptingExtensive knowledge of CICD processes and tools like like BitBucket and PipelinesKnowledge of Java and SQLSolid experience in coding object oriented softwareKnowledge of javascript and front-end web frameworksPossess strong knowledge of fintech, investment services clearingcustody, best practices, and proceduresExcellent communication, organizational, analytical and team building skillsLead and direct the work of others Demonstrates strong problem solving skills, process driven mindset, resourcefulness, and the ability to meet responsibilities with minimal direct oversight
#engineering #mid-senior #full-time
OUR REWARDS
We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS, we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices.
AFS is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, natural or protective hairstyle, genetics, disability, age, or any other basis forbidden under federal, state, or local law.
>> the resume: <<Professional ProfileExperienced specialized tax professional seeking a contract position in corporate tax accounting that will afford me an opportunity to
contribute strong proven tax compliance, technical and analytical skills that
will increase compliance efficiencies and strengthen professional
relationships.
QualificationsFederal and state tax regulationsMulti-state tax expertiseExcellent writing skillsAnalytical skillsIndependent workerTime management
ExperiencePrincipal Tax Accountant,07/2014to11/2015Echostar Corporation–Detroit,MI,Manage tax reporting, planning, compliance functions and report directly to top management on their statusImplement/Manage federal tax provision process (ASC 740) for reporting on audited financial statement disclosuresManage tax compliance for all international, federal and state tax returns including estimated taxesSupervise EGT/Triad sales tax, Canadian GST, and UK VAT  tax complianceProvide information/compile data for the preparation and/or review of domestic and foreign income tax returnsPrepare technical memorandums and correspondence for files and internal clientsPrepare monthly tax accruals for foreign income/withholding taxes, and property taxesDetermine quarterly estimates for federal and state income tax paymentsAdvise on tax exposures relating to domestic and foreign income tax, sales and use tax, and VAT taxesConsistently evaluate innovative ways to reduce taxes and the company's effective tax rateAnalyze the impact of potential law changes on the company's tax positionIndependent Consultant,11/2012to07/2014Cbiz, Inc.–Fargo,ND,Provide consulting services to business clients pertaining to tax exposures federally and in multiple states; for business formation and management; and for financial reportingPrepare and review individual and business tax returns (Forms 1040, 1120, 1065)Provide tax preparation and planning services to individual and corporate clients, both federal and stateFor onsite client engagements, utilize client software for tax compliance and provision engagements (particularly for oil and gas service clients).Responsible for importing data, maintaining updates, troubleshooting software issues as they arise during the compliance season, work as liaison between software support team and the client to facilitate and train on any changes and upgrades to the software.​Major Projects:Quanta Services - Multistate Income/Franchise Tax Compliance (2013)Prepare and review multistate tax returns (separate and combined/consolidated ) - ~700 state returns.​The Allied Group - Nexus Analysis (2014)Analyze business activities performed in multiple states.Prepare an analysis report detailing state tax exposure based on the particular business activities on a state by state case basis, and how state tax laws and regulations specifically affects the company's filing obligations.Tax Manager,08/2011to10/2012Acadia Healthcare–Lancaster,SC,Develop and manage corporate Income/franchise compliance and consulting practiceTrain staff on Corptax and Onesource software for onsite client tax compliance engagementsInstrumental in business development and building existing client relationships for corporate income/franchise tax servicesPlan and manage projects or engagementsHighly adept at meeting deadlines and budgets for large client engagementsPrepare and deliver income/franchise consulting services, such as nexus analysis reports, memorandums, and tax planning strategies to new and existing clientsReview corporate tax returns and provide feedback and advice to preparers, and seniors, for best practice and time efficiencyManage, develop, train, and mentor staff on projects and assess performance for engagement and year-end reviewsInterview candidates for current positions to accommodate the need of additional staff for business growthDelegate projects to staff and oversee the progress of engagements as assignedInstruct/coordinate CPE level training seminars to develop the technical skills of staff on state and local tax Participate in other special projectsMajor Projects:The Plaza Group - Nexus Analysis and Multistate Tax Compliance & Consulting (2011-2012)Analyze business activities performed in multiple states.Prepare an analysis report detailing state tax exposure based on the particular business activities on a state by state case basis, and how state tax laws and regulations specifically affects the company's filing obligationsImplement the voluntary disclosure agreement process for states that were discovered to require tax filing obligations based on the company's business activities to avoid audits and penalties - ~13 statesManage state tax compliance engagement, resulting from tax exposures discovered from nexus analysis - ~35 state returnsDetNorske Veritas (DNV) - Nexus Analysis and Multistate Tax Compliance & Consulting (2012)Analyze business activities performed in multiple states.Prepare an analysis report detailing state tax exposure based on the particular business activities on a state by state case basis, and how state tax laws and regulations specifically affects the company's filing obligationsImplement the voluntary disclosure agreement process for states that were discovered to require tax filing obligations based on the company's business activities to avoid audits and penalties - ~7 statesManage state tax compliance engagement, resulting from tax exposures discovered from nexus analysis - ~78 state returnsLamons - Sales and Use Tax Consulting Service Engagement (2012)Analyze the business supply chain processes to determine sales tax responsibilitiesPerform an internal audit of sales transactions to determine if appropriate documents are maintained in case of state auditsPrepare technical memorandum to advise client on the issue of whether use tax collection is appropriate for certain sales transactionsGeneron GNS - Sales and Use Tax Exemption Technical Memorandum (2012)Prepare technical memorandum to advise client on the issue of whether exempt certificates should be obtained for certain sales transactions.Senior Corporate Tax Accountant,08/2009to02/2011Stewart Title Guaranty Company–City,STATE,Assume Tax Manager role by managing tax reporting, planning, compliance functions and reporting directly to top management on their statusManage corporate income/franchise tax compliance of parent and subsidiary companies and ensure all state and local tax compliance requirements are being met, which includes; preparing/reviewing separate, combined and consolidated state income/franchise tax returns; customizing compliance schedules and calendars to tailor to specific filing requirements of the company; and working with field controllers/managers to ensure tax compliance for consolidated returns are in good standingPerform analysis of current and prior year returns to account for tax positions taken, and expected to be taken in future filings, for federal and state tax compliance to recognize adjustments in accordance with ASC 740 standardsAnalyze the technical merits of tax positions taken previously, measure the tax effects of positions taken, then apply FIN 48 standards to measure the recognition threshold required to recognize tax benefits for financial reporting purposesProactive in ensuring tax filings are done in a timely manner to avoid unnecessary penalties and interests, which may result in permanent differences that are not beneficial to the companyAdvise management of corporate income/franchise tax implications based on certain business decisionsPrepare quarterly/annual state income tax expense and effective tax rate calculations, to comply with ASC 740 tax provisionsInteract with state department of revenue agencies to resolve various income/sales and use tax situations, including audits and appealsResearch various tax issues to ensure the company remain in compliance with current tax law and any upcoming changesManage tax accounting staff (mainly consist of contract employees) by delegating work responsibilities, reviewing returns, and assisting with acclimating staff to internal operations' processes and procedures.Tax Associate - State & Local Tax Services,11/2007to07/2009KPMG LLP–City,STATE,Train staff on Corptax software for newly obtained energy service company.Responsibilities include designated lead administrator for staff support and user setup; installing software updates; setting up legal entities in the software; customizing groups to navigate data for specialized purposes; and prepare and review tax returnsAssist with state income/franchise and sales tax controversies which includes preparing clients for discussions with auditorsPrepare state income/franchise tax returns for small and large corporations, partnerships, limited liability companies and S corporationsPartner with federal tax group on tax provisions for large client engagements to comply with ASC 740 and FIN 48, specifically relating to computation of effective income tax rate and deferred tax assets/liabilities schedules.Review state income/franchise tax returns and provide feedback and advice to preparers for best practice and time efficiencyAssist state and local tax professionals with tax planning, refund analysis, and nexus reviewDraft and research technical memoranda for various client tax situationsAssist with sales and use tax compliance and consulting, specifically including researching and drafting technical memoranda and complying with state registration and tax filing to meet voluntary disclosure agreementsMajor Projects:Calpine Corporation - Multistate Income/Franchise Tax Compliance (2008)Prepare and review multistate tax returns (separate and combined/consolidated) - ~350 state returns.Tax Consultant - Multistate Tax Services,06/2006to11/2007Deloitte Tax LLP–City,STATE,Part of Corptax.net pilot test team to help provide user input on the functionality of the software; engaged in several tax compliance engagements utilizing Corptax softwareEngage with firm's multi-state loan staffing/co-sourcing initiative, which requires ~70% travel to client sites for long term tax compliance and planning engagementsPrepare state income/franchise tax returns for small and large corporations, partnerships, limited liability companies and S corporationsMaintain ~97% average client interfacing which is accomplished by proven ability to produce desired resultsAssertiveness to build knowledge on current tax issues, along with proven efficiency at meeting tax compliance deadlines, afforded me the opportunity to work on two of the firm's largest client engagementsAdept at staying current on tax practices and changes in tax law by utilizing research tools and analyzing daily tax filters provided by company expertsExperience at facilitating tax technical training sessions to group, topics relating to enhancing tax knowledge baseExcellent communication and interaction skills which helps leverage my proven ability to network and build strong client relationshipsAssist federal lead tax service with reconciliations pertaining to M-1 adjustments for federal tax filingsMajor Projects:Waste Management - Multistate Income/Franchise Tax Compliance (2007)Prepare and review multistate tax returns (separate and combined/consolidated) - ~400 state returnsAvis Budget Group - Multistate Income/Franchise Tax Compliance (2007)Prepare and review multistate tax returns (separate and combined/consolidated) - ~200 state returns.Cost Accountant/Special Projects Analyst,03/2005to06/2006Keykert USA, Inc–City,STATE,Assist Comptroller with calculation and discussion of inventory valuations pertaining to profit margin and turnover reportsAccount for manufacturing equipment to assist Comptroller in preparation of depreciation allocation report Conduct property tax analysis on fixed assets, which led to a decrease in total assessed value on property tax return based on disposal/transfer of obsolete/unused manufacturing equipment, resulting in a property tax liability reduction of ~60% from previous yearPrepare/reconcile cost variance calculations between budgeted and actual costs for month/quarter end financial reporting of Tier 1 locking systems projectsReconcile budgeted profit margin reports to include contribution margin calculations that provide units of production needed to meet sales estimates for special projectsCalculate product costs estimates and analyze the production process of special projects pertaining to Tier 1 locking systems to aid in the assessment of manufacturing overhead rate and production labor hoursPerform freight cost analysis of foreign and domestic inbound/outbound freight expenses, resulting in implementing alternative measures to help streamline supply chain and to save the company ~40% on freight costsResponsible for analyzing company potential on receiving duty tax refund and implementing the filing process to U.S.Customs Duty Drawback, resulting in a duty tax refund potential of  ~$300,000Discover opportunity to limit duty tax on material imports due to self-obtained knowledge of U.S.Customs Tariff Coding Schedules, resulting in the potential duty tax avoidance of  ~$400,000 per year.
EducationMBA:Accounting,Expected inJune 2005toWalsh College of Accountancy and Business Administration-Troy,MichiganGPA:AccountingBBA:Finance,Expected inDecember 1995toGrand Valley State University-Allendale,MichiganGPA:FinanceCertified Public Accountant, Texas State Board of Accountancy (License# 101821):,Expected into-,GPA:
SkillsAccounting software - SAP, Oracle Enterprise Management Performance System, Hyperion (HFM), Great Plains, Buildium, DynamicsTax compliance software - OneSource (aka/fka InSource, Gosystems, RS Tax System software), Corptax, Tax Dimensions, FAS 500 Asset AccountingTax Research software - CCH(Intelli-connect online research software), Lexis/Nexis, RIA CheckpointGeneral software -Microsoft Office 2013 (Word, Excel, PowerPoint, Outlook), Microsoft Windows 7 and 8 Operating Systems, GoFileRoom, Adobe Acrobat>>. The result is, No Fit

Fit assessment: No Fit