Tax Operations Associate handling analysis of tax information related to compliance and reporting. Collaborating in a hybrid role between tax software and internal databases for tax-related tasks.
Responsibilities
Works within a team responsible for the analysis of tax information related to onboarding, withholding, cost basis and tax reporting
Performs analysis and correction of daily transactions within systems of record. Escalate to appropriate party when missing data is identified
Monitoring, researching and responding to incoming tax related correspondences within approved timelines
Reviews and validates tax forms, updates system of record accordingly
Reviewing Cost Basis Reporting System (CBRS) files and ensuring statements of information are sent appropriately in accordance with IRC
Processing manual workarounds identified by queries, clearing out of balances as necessary and completing work items sent from Shareholders
Ensure procedures are up to date with current processing
Reconciles internal transfers between systems of record
Cross-train on other department functions, acting as back up when necessary
Willingness to learn tax concepts and enhance knowledge of tax reporting requirements
Other duties as assigned
Requirements
Preferred Associate’s Degree in Accounting or Bachelor’s Degree in Accounting, Business Administration, Finance or Economics
Preferred 2+ years of working in an office setting
Preferred 2+ years of operations, accounting and/or finance experience
Knowledge of the stock market and stock industry
Problem-solving skills
Flexible, easily adapts to change
Detail-oriented
Ability to work independently and collaborate within a team
Self-management and self-motivated skills
Proficient use of Microsoft Office, with demonstrated capability in Word, Excel and PowerPoint
Must be able to effectively read, write and speak English
Willing and able to work extended hours as needed.
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