Tax and Retirement Operations Analyst

<div class="content-intro"><p><span style="text-decoration: underline;"><strong>About Altruist</strong></span></p> <p>Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.</p> <p>We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!</p> <p><span style="text-decoration: underline;"><strong>But first, our values</strong></span></p> <p style="padding-left: 40px;"><strong>Kindness</strong> - Kindness doesn’t <em>just</em> equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.<br><br><strong>Brilliance</strong> - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.<br><br><strong>Grit</strong> - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.</p></div><p><span style="font-weight: 400;"><span style="text-decoration: underline;"><strong>About the position</strong></span></span></p> <p>Altruist is entering an exciting new phase, and we're looking for an Tax and Retirement Operations Analyst to join our team. As a Tax Retirement Operations Analyst, you’ll play a vital role behind the scenes, ensuring that all tax, cost basis, and retirement operations are accurate, compliant, and efficient. You’ll maintain the integrity of thousands of client accounts — processing transactions, reconciling data, producing tax forms, and ensuring compliance with IRS and regulatory standards.<br><br>This role is ideal for someone with exceptional attention to detail, a strong understanding of brokerage and retirement operations, and a drive to deliver operational excellence in a fast-paced fintech environment.</p> <p><span style="text-decoration: underline;"><strong>What you’ll do</strong></span></p> <ul> <li>Maintain and update client cost basis across equities, mutual funds, ETFs, fixed income, and options.</li> <li>Process and reconcile corporate actions (splits, mergers, spin-offs, return of capital events) with real-time cost basis adjustments.</li> <li>Manage wash sales, gain/loss adjustments, and tax corrections in compliance with IRS standards.</li> <li>Support the production, review, and reconciliation of tax forms, including Forms 1099-B, 1099-DIV, 1099-INT, 1099-MISC, 1099-OID, 5498, and 1099-R.</li> <li>Investigate and resolve cost basis discrepancies by collaborating with custodians, fund companies, and internal teams.</li> <li>Ensure complete and accurate cost basis preservation during ACATs, non-ACATs, and asset transfers.</li> <li>Manage transactions including contributions, distributions, rollovers, RMD recalculations, Roth conversions, recharacterizations, and death claims.</li> <li>Collaborate with internal teams (Client Success, Compliance, Product, Engineering) to improve processes and resolve operational issues.</li> <li>Ensure all retirement operations meet regulatory and IRS standards, including Publication 590-A/B and the SECURE Acts.</li> </ul> <p><span style="text-decoration: underline;"><strong>What you’ll bring</strong></span></p> <ul> <li>1+ years of experience in financial operations, retirement services, cost basis management, or brokerage operations</li> <li>Bachelor’s degree or equivalent experience in financial services, ope ... (truncated, view full listing at source)