Tax Operations Compliance Reporting Specialist

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.


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