Senior Specialist, Software Engineering

Duties And Responsibilities

• Identify and resolve complex operational, regulatory, and organizational challenges by leveraging deep cost basis domain expertise and hands-on engineering skills.
• Design, develop, and implement methodologies, protocols, and processes that enhance platform reliability and improve client experience.
• Build and maintain CI/CD pipelines using modern DevOps tooling (Git CI/CD pipeline, Jenkins) to ensure fast, reliable automated builds, testing, and deployments.
• Operationalize cost basis strategies through clean, maintainable code and well-documented engineering standards shared across the team.
• Cookordination with engineering peers, product managers, and operations to ensure timely and accurate delivery of cost basis calculation and tax reporting features.
• Ensure all activities comply with applicable regulatory standards; proactively contribute to technical frameworks that support ongoing compliance.
• Provide technical mentorship and code review guidance to junior and mid-level engineers; deliver actionable, growth-oriented feedback.
• Resolve complex cost basis calculation challenges, including corporate action adjustments, transfer-in basis reconciliation, and multi-lot accounting edge cases.
• Contribute to long-term technical roadmap planning, capability development, and engineering best practices.
• Collaborate cross-functionally with product, operations, and engineering teams to ensure alignment and effective delivery.
• Integrate AI/ML capabilities (e.g., anomaly detection, intelligent reconciliation, LLM-assisted workflows) to improve platform automation and reduce manual intervention in tax operations.

Skills And Experience

• 10+ years of relevant experience, including at least 3-5 years in cost basis, tax operations within a financial services or Fintech organization.
• Strong domain knowledge of cost basis methodologies and tax lot accounting.
• Bachelor's degree in Computer Science or the equivalent combination of education and experience is required.
• Proven analytical and problem-solving abilities with a track record of resolving complex operational and system-level issues.
• Hands-on experience leading and coordinating cross-functional technical initiatives involving engineering, operations, and compliance.
• Cloud expertise: proficiency in at least one major cloud platform (AWS, OCI, Azure, or GCP), including infrastructure-as-code, cloud-native services, and cost-efficient architecture patterns.
• AI/ML integration: experience leveraging AI tools, LLM APIs, or ML pipelines to augment engineering workflows, automate operations, or enhance platform intelligence.
• CI/CD proficiency: experience designing and maintaining automated pipelines (build, test, deploy) with modern DevOps tooling and GitOps practices.
• Expert-level proficiency in Oracle databases, including advanced PL/SQL development for complex queries, stored procedures, and performance optimization.
• Hands-on experience with Unix/Linux shell scripting to automate operational tasks, data processing workflows, and system maintenance.
• Strong Java development skills, with the ability to design, develop, and troubleshoot distributed backend services and integrations.
• Proficient in Git for version control, including branching strategies, pull request workflows, and code review best practices.
• Strong communication skills with the ability to present complex technical or regulatory concepts clearly to non-technical stakeholders.