Fractional Financial Operations Analyst, Tax

US | Remote | Part-Time Contract (November 2026 – April 2027)

About Atomic Vest

We are a fast-growing, mission-driven company powering the expansion of financial services and wealth creation globally. We build critical financial infrastructure that allows consumer-facing companies to offer engaging investing experiences to their customers in a frictionless way. We host advanced investing capabilities ranging from ESG investing to multi-currency trading across 60 global markets. We are a team of financial empowerment enthusiasts that have come together from various industries including tech, banking, finance, and law.

The company has raised $55M in funding and is positioned to rapidly scale. Come join an exciting opportunity to make a lasting impact!

About the role

We're looking for a part-time contractor to serve as our Financial Operations Analyst, Tax and own 2026 end-customer tax withholding and information reporting for our FINRA-registered broker-dealer. Your primary points of contact will be the broker-dealer Chief Executive Officer (Head of Operations) and the Financial and Operations Principal (FinOp). You'll work closely with finance, compliance, operations, and engineering to establish the reporting structure and process for 2026 end-customer tax reporting and withholding, using InteliClear and FIS tax reporting. This is a part-time contract engagement from late October 2026 through April 2027, covering the year-end tax reporting season. We expect approximately 20 hours per week on average, varying with the reporting calendar, with heavier hours from January through March.

Atomic is a remote-first company, and this engagement is fully remote; however, candidates must be based in the US or LATAM in the Americas Timezone (GMT-4 to GMT-8).

Key Responsibilities

Own overall coordination of 2026 end-customer tax reporting and withholding for brokerage accounts, including backup withholding and nonresident alien (NRA) withholding under Chapters 3 and 4 (FATCA), and the application of treaty rates.
Review and validate end-customer W-9 and W-8 tax documentation and corresponding withholding and tax reporting treatment.
Reconcile withheld tax to customer account activity and the InteliClear general ledger, and coordinate with the FinOp to ensure timely deposits to the IRS.
Work with Atomic teams and the FIS tax reporting team to prepare, review, and file year-end information returns, including Forms 1099 (B, DIV, INT, MISC) and 1042-S, related returns such as Forms 945 and 1042, and any corrections.
Respond to customer and partner tax inquiries in partnership with customer support and operations teams.
Work with Atomic teams to implement any changes in 2026 reporting due to new or updated tax regulations, and maintain written procedures and controls for tax processes.
Document processes, controls, and lessons learned, and prepare a handoff for the next tax season before the engagement ends.

Qualifications

3+ years of experience in tax operations, tax information reporting, and withholding at a broker-dealer, bank, custodian, or fintech (withholding agent)
Working knowledge of IRS withholding and information reporting rules (Chapters 3, 4, and 61), including Forms W-8, W-9, 1099, and 1042-S
Experience reconciling large data sets and resolving discrepancies; advanced Excel skills
Strong attention to detail and the ability to meet deadlines during year-end reporting season
Availability for approximately 20 hours per week on average from late October 2026 through April 2027, with flexibility around peak filing deadlines
Advanced-level English for cross-team collaboration

Nice to Have

Experience with tax reporting vendor platforms (e.g., FIS) and SQL.
Experience establishing a tax reporting process.
Experience working with engineering teams on tax data mapping or vendor file specifications.
Experience with InteliClear or similar broker-dealer back-office or books-and-records systems.

About the company

AtomicVest is a fintech platform offering flexible investment options for individuals and financial advisors. It enables fractional trading, letting users buy or sell stocks in any dollar amount, and it adds alternative investments such as commodities, real estate, and private equity to diversify portfolios. It serves direct-to-consumer clients and advisor partnerships and operates Atomic Brokerage LLC to handle trades and compliance. It sets itself apart with developer-friendly APIs and customizable front-end experiences that make it easy for developers to integrate and for clients to tailor their investing interface. It aims to make investing flexible and diversified for both individual investors and financial advisors.

Company Size

11-50

Company Stage

Early VC

Total Funding

$55.1M

Headquarters

New York City, New York

Founded

2020

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Simplify's Take

What believers are saying

Atomic raised $30 million in August 2025, funding global expansion and regulatory buildout.
Bolt launched investing with Atomic on February 3, 2026, reaching 80 million shoppers.
Aspire launched treasury products with Atomic on April 21, 2026, expanding startup cash-management demand.

What critics are saying

Atomic depends on partner platforms like Bolt, Aspire, and NerdWallet for distribution.
Groene Hart acquisition raises AFM, MiFID, and cross-border compliance risk across Europe in 2026.
Any broker-dealer, custody, or suitability failure could trigger FINRA action and partner defections.

What makes Atomic Invest (AtomicVest) unique

Atomic bought Groene Hart on January 13, 2026, gaining EU MiFID brokerage rails.
Atomic powers white-labeled investing, savings, and cash management inside partners like Bolt and Aspire.
Atomic combines broker-dealer, advisory, and API infrastructure under one embedded investing stack.

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Benefits

Remote Work Options
401(k) Retirement Plan
Wellness Program
Mental Health Support
Flexible Work Hours
Conference Attendance Budget
Professional Development Budget
Phone/Internet Stipend
Home Office Stipend
Stock Options
Company Equity
Family Planning Benefits

Growth & Insights and Company News

Headcount

6 month growth

1 year growth

2 year growth

-4%

PR Newswire

Apr 21st, 2026

Aspire partners with Atomic to launch treasury management platform for startups

Aspire, a finance platform for startups, has partnered with Atomic to launch a treasury management solution enabling businesses to earn yields on idle cash. The offering provides access to institutional-grade money market funds, US Treasury bonds and cash sweep products whilst maintaining liquidity. The service will be embedded within Aspire's existing platform, allowing finance teams to allocate surplus cash alongside business banking features. The partnership aims to help startups optimise working capital without operational complexity. Singapore-headquartered Aspire serves over 50,000 businesses across 30-plus markets and is backed by Peak XV, Lightspeed, Y Combinator and PayPal. Atomic, a New York-based investment infrastructure provider, enables financial institutions to integrate brokerage and wealth management services.

PR Newswire

Feb 3rd, 2026

Bolt SuperApp adds brokerage accounts and managed portfolios through Atomic partnership

Bolt has partnered with Atomic to add embedded investing capabilities to its SuperApp, allowing users to open brokerage accounts, trade stocks and ETFs, and access automated managed portfolios directly within the platform. The multi-year partnership extends Bolt's SuperApp beyond commerce and payments into long-term financial tools. Atomic will provide white-labelled brokerage infrastructure, portfolio management and regulatory compliance, whilst users can build custom portfolios or select automated options based on their goals and risk preferences. The integration supports Bolt's strategy to consolidate financial activities into a single consumer platform. With over 80 million shoppers already using Bolt for checkout and payments, the addition of investing capabilities expands the app's role from transaction processing to comprehensive financial management.

PR Newswire

Jan 13th, 2026

Atomic Invest Acquires Groene Hart Financial Diensten to Expand Across Europe

The acquisition enhances Atomic's European footprint and extends its embedded investing capabilities to a broader set of fintechs and banking partnersNEW YORK, Jan. 13, 2026 /PRNewswire/ -- Atomic Invest, the white-labeled investing platform powering fintechs and financial institutions, today announced the acquisition of Groene Hart Financial Diensten, a Netherlands-based MiFID investment firm. The transaction has been approved by the Netherlands Authority for the Financial Markets (AFM), clearing a key regulatory step and allowing Atomic to scale its platform across Europe.The acquisition gives Atomic a strong regulatory foothold in the EU and unlocks the ability to offer white-label wealth management, brokerage, and cash-management services to European fintechs and financial institutions. For Atomic's partners, this means faster launches, local compliance built in, and the flexibility to deliver investing and savings products directly inside their own platforms."We've seen strong interest from European fintechs and banks in bringing embedded investing and modern cash-management experiences to their customers," said David Dindi, CEO of Atomic Invest. "In the U.S., we power platforms like NerdWallet, Bluevine, and Uphold across investing, savings and cash management use cases. This acquisition enables us to extend the same operating model and product breadth to platforms serving customers in Europe."Groene Hart Financial Diensten will be fully integrated into Atomic Invest's European operations

PR Newswire

Aug 27th, 2025

Atomic Raises $30 Million to Accelerate Global Expansion of Its Embedded Investing Platform

/PRNewswire/ -- Atomic, the embedded investing platform powering fintechs and financial institutions, today announced an additional $30 million in growth...

Yahoo Finance

Aug 27th, 2025

Atomic Secures $30M for Global Expansion

Atomic has raised $30 million to boost the global expansion of its embedded investing platform. The company enables fintechs, banks, and non-financial brands to integrate brokerage and wealth-management services into their offerings quickly. Atomic's platform has expanded end-investor accounts 52× and processes over $20 billion in annualized trading volume. The funding will support regulatory expansion, product development, and partnerships with fintechs and financial institutions worldwide.

Atomic Invest (AtomicVest)

Fractional Financial Operations Analyst - Tax

About the job