Software Engineer II (Cost Basis and Tax)

WHO WE ARE

Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify automate and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash Betterment SoFi Webull and eToro amongst many others; collectively Apex powers access to the stock market for over 22+ million end customers.  

 At Apex we are changing how the securities industry operates by reinventing the status quo which was manual slow and accessible only by the ultra-wealthy. We're digitizing and democratizing systems so that everyone has an opportunity to invest. 

When you're at Apex you drive this change. You're part of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin Dallas Chicago New York Portland Belfast and Manila are home to over 1000 employees. 

Together we’re shaping the future of financial innovation. Embrace change. Solve big. Win together. And be G.R.E.A.T. — grit results empathy accountability and teamwork — with Apex. 

We’re proud to be recognized for the innovative work we do the purpose-driven nature of our work and the collaborative culture we’ve created. Here are just a few of the many awards we’ve recently received: 

Best Places to Work 

2026 2025 2024 2023 - Presented by BuiltIn 

WealthTech of the Year 

2025 - Presented by US FinTech Awards 

The World’s Top 250 Fintech Companies 

2024 - Presented by CNBC 

ABOUT THIS ROLE

Apex is seeking a talented Software Engineer II to join our industry-leading Cost Basis and Tax technology team. You'll be working on mission-critical systems that process billions of transactions and generate millions of tax forms annually for major broker-dealers across the financial services industry. Our platform is recognized as the industry standard for robustness scalability performance and accuracy. As a Software Engineer II you will contribute to the development and enhancement of our Cost Basis and Tax calculation systems. You'll work with complex financial data implementing solutions that handle tremendous data volumes while maintaining the highest levels of accuracy required for regulatory compliance. This role offers the opportunity to work on some of the most technically challenging problems in financial technology.

Duties/Responsibilities

• Design develop and maintain features for our Cost Basis and Tax calculation systems using Java and Jakarta EE standards

• Implement complex business logic for cost basis and tax processing

• Work with large-scale data processing systems handling billions of transactions

• Collaborate with cross-functional teams including Operations and Business teams to understand and implement requirements for new data scenarios

• Optimize application performance and scalability to handle significant data explosion inherent in cost basis and tax calculations

• Participate in code reviews and contribute to technical documentation

• Support production issues and participate in on-call rotation as needed

• Contribute to our cloud agnostic initiatives (AWS and GCP)

Education and/or Experience

• Bachelor's degree in Computer Science Software Engineering or related field (or equivalent work experience) required

• 3+ years of software development experience

• Experience with JPA/Hibernate for database persistence

• Experience with relational databases (PostgreSQL preferred)

Required Skills/Abilities

• Strong proficiency in Java development with Jakarta EE (formerly Java EE) standards

• Familiarity with enterprise messaging systems (JMS)

• Understanding of JDBC and database performance optimization

• Strong problem-solving skills and attention to detail

• Excellent communication skills and ability to work in a collaborative environment

Other Preferred Qualifications

• Experience with WildFly application server

• Knowledge of QueryDSL or similar database abstraction layers

• Experience with Apache MQ or similar message brokers

• Familiarity with financial services particularly cost basis or tax calculations

• Experience with cloud platforms (AWS or GCP)

• Experience with high-volume data processing systems

• Knowledge of modern UI frameworks (React Angular)

Work Environment

• This job operates in a hybrid office environment 3 days per week.

#engineering #associate #full-time #LI-MJ1 #APEX

​Please note this job description is not designed to cover or contain a comprehensive listing of activities duties or responsibilities required of the employee for this job. Duties responsibilities and activities may change at any time with or without notice.

Our Rewards

We offer a robust package of employee perks and benefits including healthcare benefits (medical dental and vision EAP) competitive PTO 401k match parental leave and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices.

EEO Statement

Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race color religion sex (including pregnancy sexual orientation and gender identity) national origin age disability veteran status marital status or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.

Disability Statement

Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process please submit your request via the Candidate Accommodation Requests Form. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.

What We Do

Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch scale and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading wealth management cost basis tax reporting and through its subsidiary Apex Clearing™ custody and clearing. For more information visit the Apex Fintech Solutions website: https://www.apexfintechsolutions.com.

Why Work With Us

We are bold enough to do what needs to be done. Savvy enough to know what that is. Kind and candid enough to tell it like it is every step of the way. We are compelling in our own right but devoted to joint success. We watch our backs. We scout the way ahead. We put ourselves our team and our clients in a position to soar.

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