Altruist · 21 hours ago
Tax and Retirement Operations Analyst
Dallas, TX
Full-time
Hybrid
Entry Level
$59K/yr - $86K/yr
1+ years expAltruist is transforming the wealth management industry with an AI platform for financial professionals. The Tax and Retirement Operations Analyst will ensure the accuracy and compliance of tax and retirement operations, maintaining client account integrity and processing transactions efficiently.
Asset ManagementFinancial ServicesFinTech
Responsibilities
Maintain and update client cost basis across equities, mutual funds, ETFs, fixed income, and options
Process and reconcile corporate actions (splits, mergers, spin-offs, return of capital events) with real-time cost basis adjustments
Manage wash sales, gain/loss adjustments, and tax corrections in compliance with IRS standards
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
Investigate and resolve cost basis discrepancies by collaborating with custodians, fund companies, and internal teams
Ensure complete and accurate cost basis preservation during ACATs, non-ACATs, and asset transfers
Manage transactions including contributions, distributions, rollovers, RMD recalculations, Roth conversions, recharacterizations, and death claims
Collaborate with internal teams (Client Success, Compliance, Product, Engineering) to improve processes and resolve operational issues
Ensure all retirement operations meet regulatory and IRS standards, including Publication 590-A/B and the SECURE Acts
Qualification
Required
1+ years of experience in financial operations, retirement services, cost basis management, or brokerage operations
Bachelor's degree or equivalent experience in financial services, operations, or accounting
Knowledge of IRA and 401(k) account rules, custodial operations, and tax reporting
Familiarity with a wide range of investment products (stocks, bonds, mutual funds, ETFs, options)
Sharp attention to detail with strong analytical and problem-solving skills
Ability to prioritize, multitask, and thrive in a deadline-driven environment
Excellent written and verbal communication skills with the ability to collaborate cross-functionally
Preferred
FINRA Series 99 or Series 7 license (or willingness to obtain)
Understanding of retirement vs. non-retirement tax treatment and beneficiary rules
Knowledge of IRA and 401(k) account rules, custodial operations, and tax reporting
Benefits
A hybrid work schedule for most positions to promote strong, in-person collaboration.
Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.
Competitive pay and equity for eligible positions.
Premium healthcare, dental, and vision insurance plans (HMO and PPO).
401k savings plan with a 4% match and immediate vesting.
16 week paid parental leave.
Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
Company perks program (includes discounts on pet insurance, fitness, cell phone plans, entertainment and travel, etc.).
Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).
One month work from anywhere policy (with the exception of a few countries).
Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles.
Company
Altruist
Altruist is a modern custodian that offers a digital investment platform for financial advisors to manage their clients' investments.
51-200 employees
Funding
Current Stage
Late StageTotal Funding
$601.5MKey Investors
GICICONIQ GrowthInsight Partners
2025-04-22Series F· $152M
2024-05-02Series E· $169M
2023-04-10Series D· $112M
Leadership Team
Jason Wenk
Founder / CEO
Marc Greenberg
Chief Financial Officer
Recent News
2026-01-11
thesaasnews.com
2025-12-22
Company data provided by crunchbase