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BSA - Bookkeeping/Tax-Fidelity(end Client))

  • Job type Posted on: Jul 15, 2026
  • Experience level ShiftCode Analytics
  • Employment type Roanoke, Texas
  • Employment type Onsite
  • Salary Full-time

Job Title :

BSA - Bookkeeping/Tax-Fidelity(end Client))

Job Type :

Full-time

Job Location :

Roanoke Texas United States

Remote :

No

Jobcon Logo Job Description :

BSA - Bookkeeping/Tax Position - BSA - Bookkeeping/Tax Location - 1 week/month onsite Westlake, Tx VISA - UC,GC Duration - 12 Months College graduate in a technical degree that is driven to meet, or exceed, expectations. Transferable expertise in post trade lifecycle for Equity & Derivatives products. Knowledge of basic accounting principles (GAAP). Proficient in conducting business analysis, writing requirements, designing, maintaining dynamic solutions & translating strategic objectives into action. Collaborated with database and solution architects to develop new solutions, creating relevant artifacts to deliver a functional specification, while conducting data mapping & data modeling exercise of new requirements. Proficient in defining user stories to successfully execute on define-build-test cycles. Strong analytical, technical and problem-solving skills. Familiarity with Cloud Platforms (AWS) and SaaS platforms a plus. Deep understanding of Agile development methodology. Ability to research and learn new technologies. Proficient using Confluence & JIRA. Experience working with geographically distributed teams. Ability to think strategically and accept technical direction. Willingness to understand and pick up something new on a continual basis. Must be able to translate business requirements and help prioritize delivery. Communication, teamwork, and empathy skills to deliver results in multi-disciplined team. Strong written and verbal communication skills, as well as strong interpersonal skills. Motivated, self-directed, results oriented. Nice to have experience in: Income Tax system, particularly as it relates to tax informational form filings (e.g., 1099-B, 1099-MISC, 1099-INT, 1042-S, etc.) Client Broker dealer reporting (FOCUS, Net-capital 15c3-1, Customer reserve 15c3-3, etc.) Exposure to cloud-based technologies.

Jobcon Logo Position Details

Posted:

Jul 15, 2026

Reference Number:

14660_7FED3D1BC58EC6CD84BA6DAAA9CF13E7

Employment:

Full-time

Salary:

Not Available

City:

Roanoke

Job Origin:

APPCAST_CPC

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BSA - Bookkeeping/Tax Position - BSA - Bookkeeping/Tax Location - 1 week/month onsite Westlake, Tx VISA - UC,GC Duration - 12 Months College graduate in a technical degree that is driven to meet, or exceed, expectations. Transferable expertise in post trade lifecycle for Equity & Derivatives products. Knowledge of basic accounting principles (GAAP). Proficient in conducting business analysis, writing requirements, designing, maintaining dynamic solutions & translating strategic objectives into action. Collaborated with database and solution architects to develop new solutions, creating relevant artifacts to deliver a functional specification, while conducting data mapping & data modeling exercise of new requirements. Proficient in defining user stories to successfully execute on define-build-test cycles. Strong analytical, technical and problem-solving skills. Familiarity with Cloud Platforms (AWS) and SaaS platforms a plus. Deep understanding of Agile development methodology. Ability to research and learn new technologies. Proficient using Confluence & JIRA. Experience working with geographically distributed teams. Ability to think strategically and accept technical direction. Willingness to understand and pick up something new on a continual basis. Must be able to translate business requirements and help prioritize delivery. Communication, teamwork, and empathy skills to deliver results in multi-disciplined team. Strong written and verbal communication skills, as well as strong interpersonal skills. Motivated, self-directed, results oriented. Nice to have experience in: Income Tax system, particularly as it relates to tax informational form filings (e.g., 1099-B, 1099-MISC, 1099-INT, 1042-S, etc.) Client Broker dealer reporting (FOCUS, Net-capital 15c3-1, Customer reserve 15c3-3, etc.) Exposure to cloud-based technologies.

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