As a Compliance Analyst on our team, you will have the opportunity to provide both high-level analysis and day-to-day support in connection with the Firm's compliance programme. The role demands an ability to multi-task, work within a team as well as independently, and communicate effectively with business groups. It requires an individual who understands the necessity for confidentiality and professionalism at all times.

Responsibilities:

Assist in the Firm's global compliance programme, records, and systems, which include regulatory filings, examinations, investigations, regulatory inquiries, audits, and inspections Manage the Firm's code of ethics/personal trading policies utilising compliance software Liaise with employees to ensure all necessary personal trading information is provided to the Firm to enable trade monitoring in accordance with regulatory requirements Work on the personal trading programme including personal trade disclosures, pre-approval requests and reconciliation Coordinate the Firm's compliance certification programme Help with preparation, delivery, and tracking of relevant compliance trainings Facilitate the development of controls and system enhancements to improve the Firm's compliance programme Aid with the internal compliance projects, such as preparing metrics of department projects and trend analysis Undertake ad-hoc compliance-related projects, as assigned

Qualifications:

1+ years' experience in financial services control functions, ideally Hedge Fund and Private Equity regulatory compliance experience or accounting, investor services, policy, audit or similar process-driven and detail-oriented experience in financial services Bachelor's degree from an accredited university or college with a strong academic record Strong attention to detail and organisation skills, possess the ability to spot issues, and respond timely Outstanding verbal and written communication skills, with poise and confidence to interact with internal clients at all levels Ability to prioritise in a fast-paced, high-pressure, constantly evolving environment with high urgency and ownership Ability to learn and develop ownership of systems

The estimated base salary range for this position is $70,000 to $160,000, which is specific to New York and may change in the future. Millennium pays a total compensation package which includes a base salary, discretionary performance bonus, and a comprehensive benefits package. When finalising an offer, we take into consideration an individual's experience level and the qualifications they bring to the role to formulate a competitive total compensation package.

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At Coinbase, our mission is to increase economic freedom in the world.

We're seeking a very specific candidate who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system.

The U.S. Withholding Tax Associate Manager will be an integral part of the Coinbase tax team, supporting the day-to-day operations of the U.S. withholding tax function, including backup withholding and nonresident alien (NRA) withholding.

This role will focus on ensuring Coinbase's compliance with U.S. withholding tax requirements and collaborate cross-functionally with product, platform, and data teams to drive continuous process improvements.

Key responsibilities include:

• Ensuring accurate application of backup withholding and NRA withholding rates on reportable transactions
• Monitoring and ensuring timely withholding tax deposits in accordance with IRS requirements
• Reconciling withholding tax liabilities and supporting preparation of Form 945 and Form 1042
• Monitoring withholding rate changes and coordinating system updates accordingly
• Tracking and responding to IRS notices including B-notices, C-notices, and withholding tax assessments
• Supporting withholding tax audits and tax authority requests
• Researching and analyzing U.S. withholding tax developments and assessing impact on Coinbase operations
• Identifying and implementing improvements to withholding tax processes and procedures
• Responding to inquiries from product, onboarding, and customer support teams regarding U.S. withholding tax requirements
• Partnering with product and data teams on system requirements and business rules for withholding tax processes
• Supporting customer service teams through internal education and customer escalations related to withholding tax
• Coordinating across departments including product, data analytics, onboarding, customer service, and communications

To be successful in this role, you will need:

• A Bachelor’s degree in Finance, Accounting, or similar field
• 4-7+ years of experience in U.S. withholding tax, ideally with a bank, broker-dealer, large financial institution or multinational or Big 4
• Strong technical knowledge of backup withholding (IRC Section 3406) and NRA withholding (IRC Sections 1441-1446)
• Experience with U.S. withholding tax deposits, reconciliations, and filings (Form 945, Form 1042)
• Familiarity with IRS notice processes, including B-notices and C-notices
• Experience with withholding tax systems and tools
• Experience with withholding tax system implementations or process automation
• Excellent written and verbal communication skills, with the ability to explain withholding tax requirements to both tax and non-tax audiences
• Strong attention to detail and process orientation
• Collaborative mindset and positive attitude
• Willingness to adapt and learn in a fast-paced environment
• Demonstrates the ability to responsibly use generative AI tools and copilots (e.g., LibreChat, Gemini, Glean) in daily workflows, continuously learn as tools evolve, and apply human-in-the-loop practices to deliver business-ready outputs and drive measurable improvements in efficiency, cost, and quality

Nice to have:

• Experience with data analytics tools such as Snowflake, Looker, or similar platforms for withholding tax reconciliation and reporting
• IRS withholding tax audit or examination experience
• Basic knowledge of SQL for data extraction and analysis
• Experience with withholding tax system implementations or process automation

Pay Transparency Notice: Depending on your work location, the target annual base salary for this position can range as detailed below. Total compensation may also include equity and bonus eligibility and benefits (including medical, dental, vision and 401(k)). Annual base salary range (excluding equity and bonus): $130,900-$154,000 USD

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You will join Carta's Tax team as a US Federal tax preparer and reviewer, leveraging Carta's proprietary tax engine to file tax returns for our clients.

The Team

You will be collaborating with our wider Carta accounting, fund administration, and compliance teams on relevant tax issues that relate to Carta's products and services.

The Problems

• Turning professional services into products is challenging: how do you productize workflows so that we can deliver the fastest tax solutions with perfect accuracy?
• We are at the intersection of finance, tax, and technology: how do we build a tax engine that will make tax filings feel as simple as ordering a book online?
• We automate investment structures in venture capital: how can you help scale post-deal processes so that each container is as seamless and fun to use as the last one created?

About You

Must have US Federal tax experience for the preparation and filing of tax returns and IRS e-filings, focusing on partnership tax returns. You are a fully qualified CPA (or eligible to sit for CPA exam) who understands the intricacies of US tax filings relating to investment vehicles, and have a burning desire to see it automated and simplified.

Requirements

• High attention to detail: written and quantitative.
• Organized and calm under pressure, you are able to manage competing demands on your time, whilst persevering to solve ambiguous problems.
• Passionate and knowledgeable about venture capital: you intimately understand the pressures facing our clients and are ready to roll up your sleeves in a fast-paced environment

Disclosures

We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate.

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As a Tax Associate at Carta, you will assist in delivering tax returns and supporting the delivery process. Your clients are the most talented venture capitalists, fund managers, and dealmakers in the world.

Responsibilities

• Assist with tax return processing, including e-filing and mailing of federal and state filings, as applicable.
• Scan and file federal and state notices as received and maintain notice tracker.
• Assist with routing tax-related client inquiries to the relevant federal, state, or international tax team members.
• Collect and validate relevant tax records and financial data via proprietary Carta Tax software to facilitate the preparations and reviews of tax returns.
• Support special projects on an ad-hoc basis.
• Provide administrative support to tax team leaders.

Requirements

• Must have experience supporting the preparation and filing of tax returns and IRS e-filings.
• High attention to detail: written and quantitative.
• Organized and calm under pressure, you are able to manage competing demands on your time, whilst persevering to solve ambiguous problems.
• You're interested in working on projects in a fast-paced environment with a supportive team and as an individual.
• You have experience leveraging technologies to automate processes and gain efficiencies.
• You have strong critical thinking, problem-solving, and decision-making skills.
• You take pride in your ability to communicate effectively and are able to multitask to meet multiple deadlines.

Compensation

Carta's compensation package includes a market-competitive salary, equity for all full-time roles, exceptional benefits, and, for applicable roles, commissions plans. Our expected cash compensation (salary + commission if applicable) range for this role is: $74,290.00 - $87,400.00 in Seattle, WA.

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The International Trade Compliance team is responsible for providing strategic, high-level trade compliance advice and guidance to internal business and engineering teams as well as owning day-to-day tactical execution.

As the world enters an era of strategic competition, Anduril is committed to bringing cutting-edge autonomy, AI, computer vision, sensor fusion, and networking technology to the military in months, not years.

In this role, you will be responsible for driving international trade controls and policies to protect and guide the development of commercial dual-use and defence technology across the APAC region, as an expert in applicable US and non-US export control laws and regulations.

The role will be a key interface between engineering, program management, compliance, and senior leadership to ensure that product teams are in line with engineering goals and compliance frameworks.

This person will be responsible for designing and managing controls plans for commercial dual-use and defence platforms across the region and ensuring compliance with U.S. and global export control regulations.

You will provide strategic guidance and regulatory expertise, achieving positive outcomes supporting Anduril's global growth objectives.

Key Responsibilities:

• Design and implement trade compliance policies, protections, and infrastructure to ensure engineering/program development meets schedule objectives, consistent with ITAR, EAR, and local country laws/regulations of EU, UK, or Australia.

• Coordinate with external partners (e.g., customers, suppliers, in-region government agencies, etc.) to ensure product roadmaps align with internal compliance posture and pivot accordingly.

• Develop country-specific classification decision rationale, heuristics and methodology for Anduril programs to improve efficiency in classification while maintaining accuracy.

• Leverage AI for rapid risk-mitigated determinations.

• Support the release of technology and data to internal and external stakeholders.

• Deploy and maintain country-specific J/C training curricula and robust methodologies to meet cost and performance metrics.

• Apply for and manage country-specific export authorizations, when required.

• Oversee country-specific export authorizations, ensuring compliance with license scope, provisos and associated conditions.

• Support the logistics team on hardware exports and imports as appropriate.

• Provide guidance and training to Anduril regional teams on ITAR, EAR and country-specific regulations as appropriate.

• Perform compliance assessments, identifying and mitigating compliance risks, of export/import authorizations and related transactions and assist in any investigations of potential compliance issues.

• Lead working groups, independent projects, and collaborative efforts with within the compliance function or cross-functionally driving ITC program enhancements.

• Support and implement corrective actions that result from compliance issues.

• Navigate co-production, co-development, and offset projects across multiple countries, ensuring compliance with US export regulations and country-specific trade laws.

• Manage Defence export portal for license applications, tracking, and reporting (RR).

• Evaluate and review commodities, including hardware, software, and technical data, for export license eligibility under AUKUS and other international trade control frameworks.

• Communicate and collaborate with regulators and outside counsel to address export compliance matters.

• Stay updated on regulatory changes and export compliance requirements, providing timely insights and guidance to leadership.

• Provide guidance on the use of collaborative environments for sharing technical information across borders.

Requirements:

• Ability to travel +25%

• Understanding of engineering concepts across software and hardware and development principles to be able to craft policies and procedures to segregate commercial and export controlled technology development

• Strong understanding of the U.S. and non-U.S. export regulations, including relevant classifications pertaining to aerospace parts, electronics, computers, IT equipment, encryption technology, and navigational hardware, etc.

• +10 years experience in product development, defence technology, startups, defence contracting or similar

• +5 years experience in trade compliance, international trade controls, international contracts management

• A superpower for smashing through regulatory roadblocks

• Ability to obtain and maintain a NV2 Security Clearance

Preferred Qualifications:

• Experience with AUKUS partnership frameworks, including export compliance, license management, and cross-border collaboration requirements

• Experience with customs and import filings, including managing Free Trade Agreements (FTAs), temporary imports, and processing ATA Carnets for duty-free and tax-free international transactions

• Experience in group 3-5 UAS, UUVs, or robotic systems product development or concepts

• Experience working with or supporting government contracts

• Experience in managing development infrastructure and training technical teams

• Experience designing and implementing technology control plans

• An understanding of the distinctives and intersection of Lean Product and Process Development, Agile Software Development, and Lean Production

• Knowledge of exportability considerations and experience incorporating export control compliance into product development plans

• Understanding of Missile Technology Control Regime (MTCR) guidelines

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As a Tax Associate at Carta, you will assist in delivering tax returns and supporting the delivery process. Your clients are the most talented venture capitalists, fund managers and dealmakers in the world. You will help them realise their ambitions of supporting the companies of tomorrow through our next-gen investment stack (including legals, vehicle formation, banking, investor onboarding and much more).

Responsibilities

• Assist with tax return processing including e-filing and mailing of federal and state filings, as applicable.
• Scan and file federal and state notices as received and maintain notice tracker.
• Assist with routing tax-related client inquiries to the relevant federal, state or international tax team members.
• Collect and validate relevant tax records and financial data via proprietary Carta Tax software to facilitate the preparations and reviews of tax returns.
• Support special projects on an ad-hoc basis.
• Provide administrative support to tax team leaders.

Requirements

• Must have experience supporting the preparation and filing of tax returns and IRS e-filings.
• High attention to detail: written and quantitative.
• Organized and calm under pressure, you are able to manage competing demands on your time, whilst persevering to solve ambiguous problems.
• You're interested in working on projects in a fast-paced environment with a supportive team and as an individual.
• You have experience leveraging technologies to automate processes and gain efficiencies.
• You have strong critical thinking, problem solving, and decision making skills.
• You take pride in your ability to communicate effectively and are able to multitask to meet multiple deadlines.

Benefits

• Collaborate with our wider Carta accounting, fund administration and compliance teams on relevant tax issues that relate to Carta's products and services.
• Excited to work on wider team projects which are not directly tax-related (e.g. legal, financial) as well as interacting with clients on administering their investment structures.

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This role requires 6+ years of experience in a corporate tax environment, preferably in industry and/or Big 4. You should have experience with ASC 740 for technology, SaaS and/or pre-IPO companies, and be able to clearly communicate complex tax concepts to non-tax stakeholders. You should also have experience with integrating technology into daily tax operations and be able to operate independently while maintaining alignment with broader tax strategy.

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The International Trade Compliance team is responsible for providing strategic, high-level trade compliance advice and guidance to internal business and engineering teams as well as owning day-to-day tactical execution.

As the world enters an era of strategic competition, Anduril is committed to bringing cutting-edge autonomy, AI, computer vision, sensor fusion, and networking technology to the military in months, not years.

In this role, you will be responsible for driving international trade controls and policies to protect and guide the development of commercial dual-use and defence technology across the APAC region, as an expert in applicable US and non-US export control laws and regulations.

The role will be a key interface between engineering, program management, compliance, and senior leadership to ensure that product teams are in line with engineering goals and compliance frameworks.

This person will be responsible for designing and managing controls plans for commercial dual-use and defence platforms across the region and ensuring compliance with U.S. and global export control regulations.

You will provide strategic guidance and regulatory expertise, achieving positive outcomes supporting Anduril’s global growth objectives.

Key Responsibilities:

• Design and implement trade compliance policies, protections, and infrastructure to ensure engineering/program development meets schedule objectives, consistent with ITAR, EAR, and local country laws/regulations of EU, UK, or Australia.

• Coordinate with external partners (e.g., customers, suppliers, in-region government agencies, etc.) to ensure product roadmaps align with internal compliance posture and pivot accordingly.

• Develop country-specific classification decision rationale, heuristics and methodology for Anduril programs to improve efficiency in classification while maintaining accuracy.

• Leverage AI for rapid risk-mitigated determinations.

• Support the release of technology and data to internal and external stakeholders.

• Deploy and maintain country-specific J/C training curricula and robust methodologies to meet cost and performance metrics.

• Apply for and manage country-specific export authorizations, when required.

• Oversee country-specific export authorizations, ensuring compliance with license scope, provisos and associated conditions.

• Support the logistics team on hardware exports and imports as appropriate.

• Provide guidance and training to Anduril regional teams on ITAR, EAR and country-specific regulations as appropriate.

• Perform compliance assessments, identifying and mitigating compliance risks, of export/import authorizations and related transactions and assist in any investigations of potential compliance issues.

• Lead working groups, independent projects, and collaborative efforts with within the compliance function or cross-functionally driving ITC program enhancements.

• Support and implement corrective actions that result from compliance issues.

• Navigate co-production, co-development, and offset projects across multiple countries, ensuring compliance with US export regulations and country-specific trade laws.

• Manage Defence export portal for license applications, tracking, and reporting (RR).

• Evaluate and review commodities, including hardware, software, and technical data, for export license eligibility under AUKUS and other international trade control frameworks.

• Communicate and collaborate with regulators and outside counsel to address export compliance matters.

• Stay updated on regulatory changes and export compliance requirements, providing timely insights and guidance to leadership.

• Provide guidance on the use of collaborative environments for sharing technical information across borders.

Requirements:

• Ability to travel +25%

• Understanding of engineering concepts across software and hardware and development principles to be able to craft policies and procedures to segregate commercial and export controlled technology development

• Strong understanding of the U.S. and non-U.S. export regulations, including relevant classifications pertaining to aerospace parts, electronics, computers, IT equipment, encryption technology, and navigational hardware, etc.

• +10 years experience in product development, defence technology, startups, defence contracting or similar

• +5 years experience in trade compliance, international trade controls, international contracts management

• A superpower for smashing through regulatory roadblocks

• Ability to obtain and maintain a NV2 Security Clearance

Preferred Qualifications:

• Experience with AUKUS partnership frameworks, including export compliance, license management, and cross-border collaboration requirements

• Experience with customs and import filings, including managing Free Trade Agreements (FTAs), temporary imports, and processing ATA Carnets for duty-free and tax-free international transactions

• Experience in group 3-5 UAS, UUVs, or robotic systems product development or concepts

• Experience working with or supporting government contracts

• Experience in managing development infrastructure and training technical teams

• Experience designing and implementing technology control plans

• An understanding of the distinctives and intersection of Lean Product and Process Development, Agile Software Development, and Lean Production

• Knowledge of exportability considerations and experience incorporating export control compliance into product development plans

• Understanding of Missile Technology Control Regime (MTCR) guidelines

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Your responsibilities will include:

• Utilizing proprietary software to provide accurate input and labels for tax law projects, ensuring high-quality data for AI model training.
• Delivering curated, high-quality data for tax law scenarios involving complex structures for clients, including trust and estate taxation documents, charitable gifting strategies and agreements, private foundation formation and compliance materials, tax opinions on diverse assets (real estate, private equity, art, cryptocurrency, and alternative investments), wealth transfer planning (GRATs, IDGTs, dynasty trusts), and substantial estate and gift tax filings.
• Collaborating with technical staff to support the training of new AI tasks and contribute to the development of innovative technologies.
• Assisting in designing and improving efficient annotation tools tailored for tax law and wealth planning documentation.
• Selecting and analyzing complex problems in tax law fields aligned with your expertise to enhance AI model performance.
• Interpreting, analyzing, and executing tasks based on evolving instructions, maintaining precision and adaptability.

To be successful in this role, you will need:

• A Juris Doctor (J.D.) degree and active admission to a state bar.
• Professional experience at a top-tier white-shoe law firm and/or a leading boutique tax firm.
• Direct experience in sophisticated tax law work, including drafting and reviewing trust and estate planning documents, private foundation materials, charitable gifting strategies, complex wealth transfer structures, and tax opinions on diverse asset classes.
• Strong understanding of federal and state income taxation, estate and gift taxation, private client services, and regulatory compliance in high-wealth scenarios.
• Proficiency in reading and writing informal and professional English.
• Strong communication, interpersonal, analytical, and organizational skills.
• Excellent reading comprehension and ability to exercise autonomous judgment with limited data.
• Passion for technological advancements and innovation in legal practice.

Preferred qualifications include extensive transactional experience in wealth transfer taxation, trust and estate planning, private foundations, or charitable giving strategies at a white-shoe or boutique tax firm, proven track record handling tax implications of complex asset portfolios and substantial wealth transfers, experience reviewing tax opinions, foundation compliance filings, and planning documents for accuracy, completeness, and regulatory compliance, comfort with recording audio or video sessions for data collection, and familiarity with AI or data annotation workflows in a technical setting.

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You will collaborate closely with technical teams to support the development and refinement of new AI capabilities, with a primary focus on quantitative financial risk management domains. Your expertise will drive the selection and rigorous resolution of complex risk-related problems, including market risk modeling, credit and counterparty risk, liquidity and funding risk, operational and model risk, stress testing & scenario analysis, Value at Risk (VaR)/Expected Shortfall (ES), risk attribution, capital allocation (economic/regulatory), and enterprise-wide risk frameworks under regulatory regimes (Basel, Dodd-Frank, IFRS 9, etc.).

This role requires exceptional quantitative rigor, rapid adaptation to evolving guidelines, and the ability to deliver precise, technically sound critiques, derivations, and solutions in a fast-paced environment. As a Finance Risk Expert, you will directly support xAI's mission by helping train and refine frontier AI models. You will teach the models how risk professionals quantify uncertainties, model tail events, assess portfolio vulnerabilities, ensure regulatory compliance, perform stress testing, and make data-driven decisions to protect capital and maintain financial stability.

Your tasks may include recording audio walkthroughs of risk models, participating in video-based scenario reasoning, or producing detailed quantitative risk analysis traces. All outputs are considered work-for-hire and owned by xAI.

Responsibilities:

• Use proprietary annotation and evaluation software to deliver accurate labels, rankings, critiques, and comprehensive solutions on assigned projects
• Consistently produce high-quality, curated data that adheres to strict quantitative and regulatory standards
• Collaborate with engineers and researchers to develop and iterate on new training tasks, risk-specific benchmarks, and evaluation frameworks
• Provide constructive feedback to improve the efficiency, precision, and usability of annotation and data-collection tools
• Select and solve challenging problems from financial risk domains where you have deep expertise

Basic Qualifications:

• Master’s or PhD in a quantitative discipline: Quantitative Finance, Financial Engineering, Financial Mathematics, Statistics, Applied Mathematics, Econometrics, Risk Management, Operations Research, Physics, Computer Science (with risk/finance focus), or closely related field or equivalent professional experience as a quantitative risk analyst, risk modeler, or risk quant
• Excellent written and verbal English communication (technical reports, regulatory documentation, explanatory breakdowns)
• Strong familiarity with financial risk data sources and platforms (Bloomberg, Refinitiv, Moody’s Analytics, S&P Capital IQ, RiskMetrics, internal bank risk systems, regulatory filings, Basel/FRB datasets, etc.)
• Exceptional analytical reasoning, attention to detail, and ability to exercise sound judgment with incomplete or ambiguous data

Preferred Skills and Experience:

• Professional experience in quantitative risk management, model development/validation, or risk analytics at a bank, hedge fund, asset manager, insurance company, regulator, or consulting firm
• Track record of publication(s) or contributions in refereed journals/conferences on risk, econometrics, statistics, or quantitative finance
• Prior teaching, mentoring, or training experience (university, industry workshops, regulatory training)
• Proficiency in Python/R for risk modeling (pandas, NumPy, SciPy, statsmodels, QuantLib, PyTorch/TensorFlow for ML risk models, etc.) and familiarity with risk systems (Murex, Calypso, Numerix, etc.)
• Experience with Monte Carlo simulation, copula models, stochastic processes, time-series analysis, extreme value theory, or machine learning for risk (anomaly detection, credit scoring, etc.)
• Knowledge of regulatory capital frameworks (Basel III/IV, FRB CCAR, SR 11-7 model risk guidance, IFRS 9/CECL, Solvency II)
• CFA, FRM, PRM, CQF, or similar risk-focused certifications
• Previous exposure to large language models, AI safety, or quantitative evaluation pipelines

Location and Other Expectations:

• Tutor roles may be offered as full-time, part-time, or contractor positions, depending on role needs and candidate fit
• For contractor positions, hours will vary widely based on project scope and contractor availability, with no fixed commitments required
• Tutor roles may be performed remotely from any location worldwide, subject to legal eligibility, time-zone compatibility, and role specific needs
• For US based candidates, please note we are unable to hire in the states of Wyoming and Illinois at this time
• We are unable to provide visa sponsorship
• For those who will be working from a personal device, your computer must meet xAI’s minimum hardware requirements

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This position demands a dynamic approach to learning and adapting in a fast-paced environment, where your ability to interpret and execute tasks based on evolving instructions is crucial. As a Quantitative Finance Expert, you will play an essential role in advancing xAI's mission by supporting the training and refinement of xAI’s AI models. Quantitative Finance Experts teach our AI models about how people interact and react, as well as how people approach issues and discussions in quantitative finance. To accomplish this, Quantitative Finance Experts will actively participate in gathering or providing data, such as text, voice, and video data, sometimes providing annotations, recording audio, or participating in video sessions.

Responsibilities:

• Use proprietary software applications to provide input/labels on defined projects.
• Support and ensure the delivery of high-quality curated data.
• Play a pivotal role in supporting and contributing to the training of new tasks, working closely with the technical staff to ensure the successful development and implementation of cutting-edge initiatives/technologies.
• Interact with the technical staff to help improve the design of efficient annotation tools.
• Choose problems from quantitative finance fields that align with your expertise, focusing on areas like portfolio optimization, derivatives pricing, or high-frequency trading backtests, providing rigorous solutions and model critiques where you can confidently provide detailed solutions and evaluate model responses.
• Regularly interpret, analyze, and execute tasks based on given instructions.

Basic Qualifications:

• Must possess a Master's or PhD in a quantitative finance-related field (Quantitative Finance, Financial Engineering, Financial Mathematics, Applied Mathematics, Statistics, Economics with quantitative focus, or related disciplines) or equivalent professional experience as a quantitative trader or analyst.
• Proficiency in reading and writing, both in informal and professional English.
• Strong ability to navigate various financial information resources, databases, and online resources (e.g., Bloomberg, Reuters, SEC filings).
• Outstanding communication, interpersonal, analytical, and organizational capabilities.
• Solid reading comprehension skills combined with the capacity to exercise autonomous judgment even when presented with limited data/material.
• Strong passion for and commitment to technological advancements and innovation in quantitative finance.

Preferred Skills and Experience:

• Professional experience as a quantitative trader or analyst.
• Possesses experience with at least one publication in a reputable finance or economics journal or outlet.
• Teaching experience as a professor
• Familiarity with Python/R for financial scripting or ML libraries (e.g., QuantLib)
• FRM (Financial Risk Manager)
• CQF (Certificate in Quantitative Finance)
• PRM (Professional Risk Manager)
• CAIA (Chartered Alternative Investment Analyst)
• CFA (Chartered Financial Analyst)

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In this role, you will leverage your expertise in complex tax structuring, wealth transfer taxation, trust and estate planning, charitable gifting strategies, private foundations, and the tax implications of diverse assets to support the training of advanced AI systems.

You will collaborate with technical teams to refine annotation tools and curate impactful data, ensuring our models effectively capture real-world tax analysis, sophisticated planning documentation, and high-stakes wealth transfer dynamics.

This role requires adaptability, strong analytical skills, and a passion for driving innovation in a fast-paced environment.

Responsibilities:

• Utilize proprietary software to provide accurate input and labels for tax law projects, ensuring high-quality data for AI model training.

• Deliver curated, high-quality data for tax law scenarios involving complex structures for clients, including trust and estate taxation documents, charitable gifting strategies and agreements, private foundation formation and compliance materials, tax opinions on diverse assets (real estate, private equity, art, cryptocurrency, and alternative investments), wealth transfer planning (GRATs, IDGTs, dynasty trusts), and substantial estate and gift tax filings.

• Collaborate with technical staff to support the training of new AI tasks and contribute to the development of innovative technologies.

• Assist in designing and improving efficient annotation tools tailored for tax law and wealth planning documentation.

• Select and analyze complex problems in tax law fields aligned with your expertise to enhance AI model performance.

• Interpret, analyze, and execute tasks based on evolving instructions, maintaining precision and adaptability.

Required Qualifications:

• Juris Doctor (J.D.) degree and active admission to a state bar.

• Professional experience at a top-tier white-shoe law firm and/or a leading boutique tax firm.

• Direct experience in sophisticated tax law work, including drafting and reviewing trust and estate planning documents, private foundation materials, charitable gifting strategies, complex wealth transfer structures, and tax opinions on diverse asset classes.

• Strong understanding of federal and state income taxation, estate and gift taxation, private client services, and regulatory compliance in high-wealth scenarios.

• Proficiency in reading and writing informal and professional English.

• Strong communication, interpersonal, analytical, and organizational skills.

• Excellent reading comprehension and ability to exercise autonomous judgment with limited data.

• Passion for technological advancements and innovation in legal practice.

Preferred Qualifications:

• Extensive transactional experience in wealth transfer taxation, trust and estate planning, private foundations, or charitable giving strategies at a white-shoe or boutique tax firm.

• Proven track record handling tax implications of complex asset portfolios and substantial wealth transfers.

• Experience reviewing tax opinions, foundation compliance filings, and planning documents for accuracy, completeness, and regulatory compliance.

• Comfort with recording audio or video sessions for data collection.

• Familiarity with AI or data annotation workflows in a technical setting.

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About this role:

As a Paralegal at Waymark, you will play a vital role in helping Waymark navigate the intersection of law and healthcare technology, ensuring our operations are compliant and efficient, enabling Waymark to transform care to patients with Medicaid benefits. Reporting to the General Counsel, you will help scale our legal infrastructure, becoming a go-to resource for internal teams on routine legal matters and process improvements.

Key Responsibilities:

• Own responsibility for Waymark’s corporate filings, monitor business licensing, patents, trademarks, and registrations; and maintain corporate records
• Maintain, organise and update legal and compliance related documents, templates, policies and procedures
• Operate and implement an agile legal intake process to manage legal requests that reduces friction for internal stakeholders
• Play a role in reviewing vendor contracts, and updating and maintaining contract management system
• Work cross-functionally with other departments to resolve issues and complete substantive tasks with moderate guidance.
• Conduct state and federal regulatory research to support our Medicaid business, develop processes to collect necessary paperwork to ensure compliance, assist with reporting and ad-hoc projects as assigned.

Minimum Qualifications:

• 3+ years of work experience as a paralegal or legal assistant at a law firm or in house legal department.
• Own and drive projects forward independently, demonstrating a strong “get things done” attitude and high attention to detail.
• Exceptional written and verbal communication skills, with a focus on delivering practical solutions.
• Ability to utilise legal technology tools (e.g., GC AI, Lexion (preferred), or other contract management system, Carta).
• Proven ability to manage multiple priorities and deadlines and thrive in a fast-paced environment.
• A strong value for teamwork and the ability to work effectively with diverse teams and perspectives.
• Proficient with healthcare regulatory laws.

Preferred Qualifications:

• Ability to work across a range of legal matters, transactional, regulatory, and compliance.
• Experience in a startup environment.
• Advanced proficiency in automating legal workflows.

Hourly Rate Range:

US Employees in San Francisco/Bay Area: $38.80 - $44.00/hour US Employees in Boston, Los Angeles, Seattle, Washington DC: $35.70 - $40.50/hour US Employees in Arlington, Denver, San Diego, Sacramento: $34.10 - $38.70/hour US Employees in Albany, Atlanta, Austin, Baltimore, Central/Southern Virginia, Charlotte, Chicago, Dallas/Fort Worth, Detroit, Houston, Las Vegas, Miami, Milwaukee, Philadelphia, Portland, Research Triangle, Salt Lake City, Twin Cities: $31.00 - $35.20/hour US Employees in Baton Rouge, Birmingham, Charleston, Cincinnati, Cleveland, Daytona Beach, Indianapolis, Nashville, New Orleans, Omaha, Phoenix, Pittsburgh, St. Louis, Tampa: $30.10 - $34.15/hour

In addition to salary, we offer a comprehensive benefits package. Here’s what you can expect:

• Stock Options: Opportunity to invest in the company’s growth.
• Work-from-Home Stipend: A dedicated stipend for your first year to help set up your home office.
• Medical, Vision, and Dental Coverage: Comprehensive plans to keep you and your family healthy.
• Life Insurance: Basic life insurance to give you peace of mind.
• Paid Time Off: 20 vacation days, accrued over the year, plus 11 paid holidays.
• Parental Leave: 16 weeks of paid leave for birthing parents after six months of employment, and 8 weeks of bonding leave for non-birthing parents.
• Retirement Savings: Access to a 401(k) plan with a company contribution, subject to a vesting schedule.
• Commuter Benefits: Convenient options to support your commute needs.
• Professional Development Stipend: A dedicated stipend supports professional development and growth.

Offer of employment is contingent upon successful completion of a background check.

Don’t check off every box in the requirements listed above? Please apply anyway! Studies have shown that some of us may be less likely to apply to jobs unless we meet every single qualification. Waymark is dedicated to building a supportive, equal opportunity, and accessible workplace that fosters a sense of belonging – so if you’re excited about this role but your past experience doesn’t align perfectly with every preferred qualification in the job description, we encourage you to still consider submitting an application. You may be just the right candidate for this role or another one of our openings!

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At Mercury, we believe that experience should feel less like navigating bureaucracy and more like talking to a brilliant friend who understands your needs. Our customers put it better than we can: "I'm so happy I never have to touch HR software again." And: "10x better than our former stack." That's not just great software. That's great service, woven into the product itself.

We have a generational opportunity to reinvent how companies are operated. Central handles payroll, benefits, HR, compliance, government filings, and more , so founders can focus on the things that actually matter: curing brain cancer, making institutions more efficient, reducing our carbon footprint. As a Benefits Broker at Central, you'll be the human layer behind an extraordinary product , and a licensed broker who can actually close the deal. The software is powerful. You make it feel like magic.

Key Responsibilities:

• Guide customers through designing their benefits packages , helping them pick the right plans for their teams and their stage
• Own the end-to-end enrollment process: filling out and submitting insurance forms accurately and on time
• Keep our systems current with the right health insurance information so nothing downstream breaks
• Communicate proactively with customers to resolve issues before they become problems
• Build and refine the internal processes that ensure no enrollment ever gets missed
• Solve hard, ambiguous benefits problems , the ones that fall between carriers, platforms, and regulations
• Manage the client lifecycle at renewal, helping them choose options and running open enrollment at renewal

Requirements:

• An active Life & Health broker license
• Experience selling or administering small group benefits across multiple states, with a focus on SMBs and startups
• Exceptional detail orientation to help you build resilient systems and processes
• Deep customer empathy to default to what's actually best for the customer, not what's easiest for you
• Clear, direct communication and explain a complex benefits decision to a first-time founder in plain English
• Be in the top 5% of your peers, and the people who've worked with you would agree

Total Rewards Package:

The total rewards package at Mercury includes base salary, equity (stock options/RSUs), and benefits.

Salary and Equity Ranges:

Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

Target New Hire Base Salary Ranges:

• US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $121,700 - $152,100
• US employees outside of the New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $109,500 - $136,900

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You will work closely with finance leadership and cross-functional partners to ensure our books are clean, processes are scalable, and financial reporting is reliable as the organization grows. This is a force-multiplier role with visibility across the business and the opportunity to grow into broader responsibilities over time.

Responsibilities

• Execute and continuously improve the monthly, quarterly, and annual close processes, ensuring accuracy, timeliness, and audit readiness.
• Maintain the general ledger in NetSuite, including journal entries, accruals, prepaids, and intercompany activity.
• Reconcile bank accounts, corporate cards, payroll, and other balance sheet accounts.

Day-to-Day Accounting & Systems

• Own accounts payable and receivable workflows, including vendor onboarding, invoice processing, and payment runs using tools like Ramp.
• Partner with payroll providers (e.g., ADP) to ensure accurate payroll, benefits, bonus, and equity-related accounting.
• Maintain clean subledgers and supporting schedules that tie directly to the GL.

Crypto-Native Accounting & Complexity

• Account for token activity, including transfers, incentives, and related expense recognition, ensuring alignment between on-chain activity and the general ledger.
• Support crypto-specific accounting workflows and reconciliations as the business evolves.
• Partner with external specialists as needed on digital asset accounting considerations.

Tax, Audit & Compliance Support

• Support corporate tax filings (U.S. and international) by preparing schedules, documentation, and reconciliations.
• Work with external tax, audit, and advisory firms to support annual audits, reviews, and special projects.
• Ensure accounting policies and procedures align with US GAAP and scale with the business.

Build for Scale

• Document accounting processes and controls, creating clarity and repeatability as the team grows.
• Identify gaps, inefficiencies, and risks , and proactively design better workflows and controls.
• Act as a trusted accounting partner to finance leadership and cross-functional teams.

Requirements

• 5–8+ years of experience in accounting, ideally with a mix of public accounting and in-house experience.
• Strong working knowledge of NetSuite and month-end close in a multi-entity environment.
• Hands-on experience with modern finance tools such as Ramp (or similar) and ADP (or similar payroll providers).
• Solid understanding of US GAAP, balance sheet accounting, and close best practices (CPA preferred, not required).
• Comfortable operating in high-growth, ambiguous environments where processes are built, not inherited.
• Detail-oriented, highly organized, and obsessed with accuracy , you close loops and don’t let issues linger.
• Clear communicator who can explain accounting concepts to non-finance stakeholders.

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This individual will be responsible for overseeing all brokerage related accounting and reporting functions, ensuring compliance with regulations, and leading the design, documentation, and implementation of policies, processes, and controls. This role will also be responsible for working cross functionally with legal, compliance and other teams within Anchorage as we prepare for swap-dealer registration with the National Futures Association.

The role presents a unique and exciting opportunity to navigate the complexities of trading digital assets, derivatives and engaging in digital asset borrowing and lending

Technical Skills:

• Demonstrate expertise in US GAAP with a focus on ASC 606 and ASC 815 and regulatory accounting requirements, ensuring accurate application to revenue recognition and accounting for prime brokerage services.
• Expertise in accounting and regulatory reporting requirements for swap-dealers or related businesses, including knowledge of NFA filings and development of related procedures
• Resolve a wide range of issues in creative ways, suggesting different potential approaches and adapting to new circumstances rapidly.
• Established expertise in designing, implementing, and continuously improving daily and month-end prime brokerage accounting practices, ensuring full compliance with GAAP and industry best practices.
• Apply advanced skills in Google Sheets to efficiently and reliably work with large data sets.
• Proven ability to account for complex matrix organizational structures and intercompany transactions.

Complexity and Impact of Work:

• Lead the accounting team through the intricacies of accounting related to digital asset and OTC derivative prime brokerage activities and products, ensuring alignment with customer contracts as well as evolving regulatory and industry best practices.
• Drive the development of scalable and automated financial processes and controls, leveraging your technical expertise to design and implement internal end-to-end trading system reporting, as well as integration of external software tools, as needed.
• Perform and/or review month end accounting close responsibilities for brokerage related legal entities, including reviewing journal entries, account reconciliations, variance analysis, and FBO fiat and digital asset account reconciliations.
• Provide support for internal and external audits related to specific areas of responsibility.
• Create and maintain detailed documentation of core accounting and regulatory reporting processes.
• Identify opportunities for improvements and efficiencies.

Organizational Knowledge:

• Cultivate effective cross-functional communication with the brokerage, legal, operations and technical accounting teams to ensure comprehensive documentation and understanding of transactions and their appropriate accounting treatment.
• Stay informed and socialize with the broader organization on industry pronouncements, emerging trends, and developments in accounting and reporting for digital assets, SEC regulations, and lending practices.

Communication and Influence:

• Leverage accounting expertise to provide guidance and requirements to product, brokerage operations, legal and engineering teams in designing and implementing new products that meet financial reporting and compliance requirements.
• Assist with internal and external audits to ensure accuracy and timeliness of financial reporting.
• Interact with regulators such as the NFA and CFTC as we navigate the swap-dealer registration process and ongoing regulatory compliance, including examinations.

You may be a fit for this role if you have:

• 10+ years of related accounting experience, with a mix of Big 4 public accounting experience and/or in a fast paced startup/Fintech environment.
• Knowledge of blockchain technology and the crypto economy.
• Able to work well in a dynamic environment, implement process improvements, work autonomously and handle multiple tasks simultaneously.
• Experience accounting for digital assets, prime brokerage services, digital asset borrowing/ lending, and/or derivatives.
• NFA Series 3 License or ability to obtain within 6 months.

Although not a requirement, bonus points if:

• Knowledge of blockchain technology and the crypto economy.
• You have worked at or with investment advisors or institutional investment funds.
• You can write Python scripts, SQL queries or build data integrations into Google Sheets/Excel.
• You have SOX compliance experience.
• Experience working in Netsuite and G-suite.
• Experience accounting for digital asset prime brokerage services.
• You were emotionally moved by the soundtrack to Hamilton, which chronicles the founding of a new financial system. :)

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