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Senior Software Developer - Client Tax

Discussion

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

See also

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