Tax Operations

At-a-Glance:

Join a global financial institution to advance your career in tax operations.

Position Type:

• Contract
• On-Site

Required:

• Experience in financial services.
• Bachelor’s Degree in a Business field and/or experience in the Financial Industry.
• Understanding of general accounting principles as they apply to the industry.
• Understanding of general process controls, with knowledge of database, spreadsheet applications, and data modelling, including Microsoft Excel, Access, and other Office applications.
• Superior communication skills, both oral and written.
• Ability to work independently well within a team environment.
• Excellent time management, interpersonal, and problem-solving skills.
• Ability to concurrently manage multiple projects, and prioritize effectively to meet tight and enforced operational and annual deadlines.
• Attention to detail and quality of work.
• Ability to consistently exercise sound and decisive judgment.
• Commitment to personal development.

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, handle related queries, reconcile discrepancies between various processing systems, ensure accuracy of regulatory reporting (e.g., cost basis and withholding), and support requirements and testing of strategic platform initiatives.
• Focus on automation.
• Collaborate with technology teams to improve efficiency and reduce risk through Alteryx, UI Path, and EUC tools when resolution isn't immediately available systemically.

If your background aligns with what we’re looking for, you may receive a call from Ava, our virtual recruiter, for a brief screening conversation. Ava will ask a few questions about your experience and interest in the opportunity.
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