Tax Operations Compliance Reporting Specialist
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Overview
Remote
On-site
Compensation
$23-$23/hour
Job Description
At-a-Glance: Are you ready to build your career by joining a global financial institution? If so, our client is hiring a Tax Operations Compliance Reporting Specialist.
Position Type:
- Contract
- On-Site
Required:
Qualifications:
- Bachelor’s Degree in Business, Finance, Accounting, or related field.
- Experience in the Financial Industry.
- Understanding of accounting principles, cost basis, gain/loss reporting, and regulatory reporting.
- Knowledge of database, spreadsheet applications, and data modeling, including Microsoft Excel and Access.
- Superior oral and written communication skills.
- Ability to work independently and within a team environment.
- Excellent time management, interpersonal, and problem-solving skills.
- Ability to manage multiple projects and prioritize effectively to meet deadlines.
- Attention to detail and quality of work.
- Ability to exercise sound and decisive judgment.
- Commitment to personal development.
Preferences:
- Financial services, operations, tax operations, or accounting experience.
- Experience with automation tools such as Alteryx, UI Path, and EUC tools.
Responsibilities:
- Handle all reporting obligations for Wealth Management and Institutional clients, ensuring compliance with IRS regulations.
- Maintain cost basis records and provide Gain/Loss reporting for assets held in Wealth Management customer accounts.
- Work closely with cross-organizational operations teams to handle related queries and reconcile discrepancies.
- Ensure accuracy of regulatory reporting, including cost basis and withholding.
- Support requirements and testing of strategic platform initiatives with a major focus on automation.
- Collaborate with technology teams to improve efficiency and reduce risk.
Get in Touch:If you think you'd be a good match, submit your resume and reach out to Ankit at 201-377-5090 to learn more.#LI-VK1#HbM6349
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
FAQs About Tax Operations Compliance Reporting Specialist Jobs at Hired by Matrix
What is the work location for this position at Hired by Matrix?
This job at Hired by Matrix is located in South Jordan, UT, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Hired by Matrix?
Candidates can expect a pay range of $23.37–$23.37 per hour for this role.
What employment applies to this position at Hired by Matrix?
The employer has not provided this information. This may be discussed during the hiring process.
What is the process to apply for this position at Hired by Matrix?
You can apply for this role at Hired by Matrix either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.