You think in transactions, understand how portfolios behave, and know that tax treatment is part of the customer journey — not an afterthought? We’re building scalable, high-performance brokerage support and looking for people who don’t just understand finance — they can explain it clearly. If you don’t need to Google capital gains, FiFo valuation, or corporate actions — we should talk.
Why Join Us
* full-time freelance work from Latvia
* work at the intersection of finance, technology, and customer experience
* deep exposure to capital markets operations and tax mechanics
* modern systems, structured processes, and data-driven workflows
* direct collaboration with trading, tax, and operations teams
* strong learning curve and growth opportunities in a scaling fintech environment
* a team that understands finance — not just call handling
Your Mission
* you operate at the intersection of customer experience, capital markets mechanics, and tax logic.
* manage customer interactions related to brokerage, trading activity, and transaction-driven tax impacts — structured, efficient, and solution-focused
* analyse capital gains, tax realisation events, and withholding tax implications at transaction level
* review loss carryforward balances, tax offset logic, and exemption orders — including impact on future trading activity
* explain buy-ins, forced position closures, and settlement mechanics based on FiFo valuation and resulting tax consequences
* validate annual tax statements and reconcile discrepancies between portfolio activity and tax reporting
* analyse corporate actions end-to-end — dividends, spin-offs, rights issues, mergers, capital measures — including cost basis adjustments and tax treatment
* translate complex market and tax mechanics into clear, structured customer communication
What You Bring
* fluent German & advanced English obligated (spoken and written)
* experience in brokerage, banking, trading support, or fintech customer operations
* solid understanding of securities transactions, tax treatment of capital gains, and portfolio accounting logic
* confident working with concepts such as: FiFo valuation · loss offsetting · tax realisation · corporate actions · capital measures · cost basis adjustments · tax reporting logic
* strong analytical mindset with the ability to trace transactions down to booking logic
* clear communicator who can explain complex financial mechanics in simple terms
* ownership mentality and strong customer focus
Why Join Us
* Work at the intersection of finance, technology, and customer experience
* Deep exposure to capital markets operations and tax mechanics
* Modern systems, structured processes, and data-driven workflows
* Direct collaboration with trading, tax, and operations teams
* Strong learning curve and growth opportunities in a scaling fintech environment
* A team that understands finance — not just call handling
Ready to Apply?
If you want to work where finance, technology, and customer experience intersect — we’d love to meet you. Apply in just a few minutes and become part of a team that turns financial complexity into customer clarity.
All names are directed at all genders.