Aleksandr Stepanyan

About Aleksandr Stepanyan

Director of Tax Operations with 15+ years leading global regulatory reporting…

Experience

1. Director, Client Tax Operations

   Apex Fintech Solutions

   Mar 2022 — Present

   Partner with clients to deliver reporting solutions and strategic initiatives that ensure compliance with global regulations while enhancing the overall investor experience.• Lead enterprise-wide Tax Operations, overseeing U.S. NRA withholding, FATCA compliance, QI/NQI processes, and multi-jurisdictional reporting across millions of client accounts.• Manage vendor relationships supporting W-8/W-9 validation and processing, ensuring scalable compliance workflows and reducing regulatory risk.• Spearheaded the Ascend Withholding Engine, embedding Chapter 3/4 withholding logic into automated controls — significantly improving accuracy, audit-readiness, and scalability.• Stood up international tax operations teams across multiple countries, expanding global reporting capabilities across 1042-S, 1099, and foreign regimes, while also building BPO processing functions to support large-scale operational workflows.

Skills

• Microsoft Excel
• Sales
• U.s. Foreign Account Tax Compliance Act (Fatca)
• Training
• Russian
• Cost Basis Reporting
• Military
• Accounting
• Inventory Management
• Security
• Auditing
• Financial Services
• Banking
• Tax Reporting
• Risk Management
• Account Reconciliation
• Securities
• Weapons Handling
• Process Improvement
• Weapons Training
• Financial Analysis
• Customer Service
• Marksmanship
• Leadership
• 1099 Preparation
• Military Operations
• Reconnaissance