FinTech Support Specialist – Trading & Tax Solutions

About this Opportunity: As a FinTech Support Specialist – Trading & Tax Solutions you will serve as the expert-level resource within the cost basis function, responsible for resolving the highest-complexity issues, leading audit and testing initiatives, and driving process and documentation improvements. This role partners cross-functionally with Product, IT, and Operations teams, serves as the subject-matter expert for internal partners across the firm, and provides mentorship and knowledge transfer to Client Support Specialists — Cost Basis.

The Senior Client Support Specialist — Cost Basis sets the quality standard for the cost basis function and is accountable for ensuring the team has the tools, knowledge, and processes needed to operate at a high level. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. Location: It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations.

Candidates should be located within a commutable distance to an office.

###experience### and business needs. Work location is subject to change based on business needs.

###experience### as required Has prior

###experience### in cost basis, tax lot reconciliation, or accounting operations as preferred Demonstrated expert-level knowledge may substitute for years of

###experience### Has

###experience### leading audit reviews or UAT cycles as preferred Has prior mentorship or training

###responsibilities### as preferred Has familiarity with Orion platform and custodian coordination processes as preferred Has expert knowledge of cost basis methodology including all gain/loss methods (FIFO, LIFO, specific identification, average cost), tax lot management, and wash sale rules Has expert understanding of corporate actions and their cascading impact on tax lot accuracy and cost basis reporting Can resolve high-complexity, multi-system cost basis discrepancies with sound analytical judgment Has deep understanding of IRS cost basis reporting

###requirements### and financial industry regulatory standards Can validate new platform functionality against cost basis rules and regulatory expectations during UAT cycles Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization #LI-AP1 #LI-Onsite #LI-Hybrid Recommended Skills: Accounting, Accounting Operations, Audit Reviews, Corporate Actions, Cost Accounting, Cost Analysis, Cost Basis Reporting, Cost Reconciliation, Electronic Trading Platforms, Finance, Finance Industry, Financial Calculators, Financial Services, Last In, First Out (LIFO), Regulatory Risk, Taxes, Tax Reconciliation Salary Range: $23.

57 - $34. 20 The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience.

###benefits### package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet

###benefits### including pawternity leave and pet insurance, student loan repayment and more.

###About Us### At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations.

Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients. At Orion, our work is driven by a shared mission to create beautiful technology, comprehensive investment management solutions, and flexible support services that empower financial professionals to realize their vision for success.

For more than 20 years, the Orion brand has been synonymous with one thing: Innovation. Today, with more than 1,800 financial services firms served across our technology, investment, and services businesses, we are as determined as ever to push the boundaries of what’s possible to help our clients bring life to their vision for success. If you're ready to grow your career and work alongside amazing teammates, you've come to the right place.

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