Tax Operations Compliance Reporting Specialist

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