Job Description

Position: Lead Software Developer | Trading & Tax Lot Harvesting (Agentic AI, .NET, AWS, Angular)

Location: Fort Mill, SC | New York, NY | Austin, TX

Experience: 10–12+ years

Company Overview

Incedo is a US‑based consulting, data science, and technology services firm with more than 3,000 professionals across the US, Mexico, and India. We help clients achieve competitive advantage through end‑to‑end digital transformation, combining deep engineering, data science, and design capabilities with strong domain expertise. Our teams deliver measurable business impact across telecom, banking, wealth management, product engineering, and life sciences & healthcare.

Life at Incedo

At Incedo, you’ll work with industry‑leading clients and collaborate with experts in technology and domain strategy. Our learning platform, Incedo University, supports your growth from day one with structured onboarding, continuous learning programs, and clear career pathways. Whether you aspire to become a program manager, technical architect, or domain specialist, we provide the flexibility and support to help you grow. We also foster a collaborative, engaging workplace with regular team events and a friendly environment.

Our Mission

We enable our clients to maximize business impact from technology by:

• Harnessing the transformational power of emerging technologies
• Bridging the gap between business and engineering 

Role Overview

We are seeking a hands-on Technical Lead to build an intelligent Tax Lot Harvesting capability within a trading platform. This role will lead the design of AI-powered decisioning features and ensure seamless integration with Angular-based UI to deliver intuitive, insight-driven user experiences for advisors and traders.

Key Responsibilities

• Lead end-to-end design and delivery of Tax Lot Harvesting capabilities
• Architect scalable solutions using .NET, AWS, and Angular-based front-end integration
• Define interaction patterns between agentic AI services and Angular UI (APIs, real-time insights, UX flows)
• Enable natural-language-driven insights surfaced through intuitive UI components
• Design systems to identify tax optimization opportunities (gain/loss harvesting, drift, cash)
• Ensure seamless embedding of intelligence into Order Entry workflows and UI
• Drive engineering best practices across backend and frontend integration
• Mentor team members across full-stack (backend + Angular)development

Required Qualifications

• 10+ years of software development experience
• 7+ years of strong experience in .NET (C#, APIs, microservices)
• Working knowledge of Angular (UI integration, API consumption, component design)
• Strong experience in trading systems (Order Entry, portfolio workflows)
• Proven experience with agentic AI / AI-driven applications
• Strong AWS experience (must-have)
• Understanding of tax lot accounting or portfolio tax optimization concepts
• Excellent communication and stakeholder management skills

Preferred Qualifications

• AWS Certified Solutions Architect / Developer
• Experience designing data-driven UI/UX for analytics or decision-support systems
• Familiarity with real-time UI updates (WebSockets, streaming data)
• Experience with financial advisory or wealth platforms

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