---
title: 'Fractional Financial Operations Analyst, Tax at Atomic Invest'
canonical: 'https://feeny.ai/job/fractional-financial-operations-analyst-tax-atomic-invest-united-states-mkcebwe964sw'
type: 'job'
last_seen: '2026-10-18'
---

# Fractional Financial Operations Analyst, Tax at Atomic Invest

- **Company:** Atomic Invest
- **Location:** United States
- **Employment:** part-time
- **Work type:** remote
- **Posted:** 2026-10-12
- **Last confirmed live:** 2026-10-18
- **Apply:** https://jobs.ashbyhq.com/atomic-invest/88ba3760-f6ca-4235-aab0-eb6f9a6b77e2

## Job description

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 Atomic Invest

## Company Overview
- **One-liner**: Atomic Invest provides a white-label "investing-as-a-service" platform that enables fintechs, banks, and consumer-facing companies to integrate brokerage, wealth management, and cash management products into their own offerings via APIs and pre-built experiences.
- **Entity Type**: Private (Series A; $55.5M total funding)
- **Headquarters**: New York, New York, United States
- **Founded**: 2020
- **Founders**: David Dindi (CEO), Marco Alban-Hidalgo (CTO), Emma Marriott (Co-Founder, Engineering)

## Core Business
- **Primary industry/industries**: Financial Services / Fintech Infrastructure / Wealth Management
- **Target customers**: B2B — specifically fintechs (consumer and B2B), banks/financial institutions, and other consumer-facing companies seeking to embed investing and savings products.
- **Mission or purpose statement**: "To make wealth-building accessible to every single human being." [atomicvest.com](https://www.atomicvest.com/)

## Products & Services
- **Brokerage**: Full brokerage infrastructure offering access to fractional stocks, bonds, mutual funds, ETFs, and alternative investments (U.S. and international markets). [atomicvest.com](https://www.atomicvest.com/)
- **Wealth Management**: Automated capabilities including custom indexing and bond laddering. [atomicvest.com](https://www.atomicvest.com/)
- **Cash Management**: Access to high-yield instruments such as FDIC-insured cash sweeps, money market funds, and U.S. Treasury bills. [atomicvest.com](https://www.atomicvest.com/)
- **Pre-built Experiences**: Ready-made UI components to accelerate time-to-market for partner clients. [atomicvest.com](https://www.atomicvest.com/)
- **Back-Office Dashboard**: A complete operations dashboard for managing customer accounts. [atomicvest.com](https://www.atomicvest.com/)
- **Developer-first APIs**: APIs designed for easy integration into partner platforms. [atomicvest.com](https://www.atomicvest.com/)

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed.
- **Key Metric**: Total funding of **$55.5M** (including a $25M Series A led by Anthemis and QED Investors in 2021, and subsequent venture rounds led by Brewer Lane Ventures, Aquiline Capital Partners, and Erie Strategic Ventures through 2025). [cbinsights.com](https://www.cbinsights.com/company/atomic)
- **Notable Investors/Partners**: Y Combinator, QED Investors, Anthemis, Brewer Lane Ventures, Aquiline Capital Partners, Erie Strategic Ventures, Nationwide Ventures, Appia Ventures, Lightspeed, Peak XV (formerly Sequoia India & SEA), and PayPal (via Aspire partnership). [cbinsights.com](https://www.cbinsights.com/company/atomic)
- **Growth Signals**:
    - Expanded to Europe in early 2026 via the acquisition of Groene Hart Financiële Diensten. [atomicvest.com](https://www.atomicvest.com/)
    - Announced a high-profile partnership with **Aspire** (backed by Peak XV/Sequoia) in April 2026 to power treasury management for Aspire's 50,000+ business customers. [prnewswire.com](https://www.prnewswire.com/news-releases/aspire-and-atomic-partner-to-launch-high-yield-treasury-management-platform-for-startups-302748612.html)
    - Headcount grew 15% YoY to 44 employees. [linkedin.com](https://www.linkedin.com/company/atomicvest)
    - SOC-2 Type II certified, SEC-licensed (RIA), and FINRA-registered broker-dealer. [atomicvest.com](https://www.atomicvest.com/)

## Competitive Advantages
- **Regulatory Moat**: Holds SEC, FINRA, and SIPC licenses/registrations, acting as the regulated partner so clients avoid becoming regulated themselves. Custody of assets is held at BNY Pershing (Bank of New York Mellon), the world's largest custodian bank. [atomicvest.com](https://www.atomicvest.com/)
- **End-to-End Platform**: Provides the full stack—from regulatory compliance and custody to pre-built UI and back-office operations—reducing legal and operational friction for partners. [atomicvest.com](https://www.atomicvest.com/)
- **Multi-Product Offering**: Combines brokerage, wealth management, and cash management in a single API, allowing clients to offer a comprehensive financial suite without multiple vendors.
- **Strong Partner Ecosystem**: Y Combinator alumni with backing from top-tier fintech VCs (QED, Anthemis) and strategic partnerships with major platforms like Aspire.

## Strategic Focus
- **European Expansion**: Following the acquisition of Groene Hart Financiële Diensten, Atomic is actively building out its presence and team in the EU. [linkedin.com](https://www.linkedin.com/company/atomicvest)
- **Partnership Growth**: Deepening integrations with major fintech platforms (e.g., Aspire, Bolt) to embed treasury and wealth solutions into existing financial operating systems. [linkedin.com](https://www.linkedin.com/company/atomicvest)
- **Product Breadth**: Continuing to expand the range of investment products (alternatives, international markets) and automated wealth management tools. [atomicvest.com](https://www.atomicvest.com/)

## Why Work Here
- **Mission-Driven Fintech**: Opportunity to work on critical financial infrastructure that aims to democratize wealth-building globally.
- **Strong Engineering Culture**: The company is engineering-heavy (13 of 44 employees are in technical roles) and uses a modern, developer-first approach. [linkedin.com](https://www.linkedin.com/company/atomicvest)
- **Global & Remote-Friendly Team**: Employees are distributed across 12 countries (US, Argentina, India, Spain, UK, Germany, Canada, etc.), suggesting a remote or hybrid-friendly culture. [linkedin.com](https://www.linkedin.com/company/atomicvest)
- **High-Impact Role**: Small team (44 people) with ambitious goals and major partnerships (Aspire, Bolt) means individual contributors have significant ownership and impact.
- **Notable Perks & Environment**: Backed by Y Combinator and top fintech VCs; SOC-2 compliant with a strong emphasis on security and compliance. Active job postings include a Director of Business Development (EU) and a Backend Software Engineer. [jobs.ashbyhq.com](https://jobs.ashbyhq.com/atomic-invest)

## Sources
1. [atomicvest.com](https://www.atomicvest.com/)
2. [linkedin.com](https://www.linkedin.com/company/atomicvest)
3. [cbinsights.com](https://www.cbinsights.com/company/atomic)
4. [prnewswire.com](https://www.prnewswire.com/news-releases/aspire-and-atomic-partner-to-launch-high-yield-treasury-management-platform-for-startups-302748612.html)
5. [jobs.ashbyhq.com](https://jobs.ashbyhq.com/atomic-invest)

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