Tax Supervisor at Air Liquide overseeing tax returns and compliance. Focused on technical expertise and client service while managing tax audits and advising on corporate tax services.
SF
Hybrid Brokerage Tax Analyst
Posted 20 hours ago
About the role
- Brokerage Tax Analyst supporting retirement tax reporting and compliance while collaborating across teams to ensure accurate tax reporting. Analyzing transactions and preparing IRS forms for retirement accounts.
Responsibilities
- Support tax reporting and compliance activities related to retirement accounts including Traditional IRA, Roth IRA, SEP, SIMPLE, and employer-sponsored retirement accounts
- Analyze retirement-related transactions such as contributions, distributions, rollovers, conversions, and recharacterizations to ensure accurate tax treatment and reporting
- Assist in the preparation and validation of retirement tax forms including Forms 1099-R, 5498, 990-T and related IRS reporting requirements
- Research and resolve tax discrepancies, reporting questions, and operational issues related to retirement account activity
- Partner with operations teams to ensure retirement transactions are processed in accordance with IRS regulations
- Partner with technology, product, operations, and compliance teams to ensure tax reporting accuracy
- Contribute to requirements gathering and testing for system enhancements impacting tax reporting
- Document processes, procedures, and regulatory interpretations to support operational consistency
Requirements
- Bachelor’s degree in Accounting, Finance, Business, or related field
- 2–4 years of experience in brokerage operations, retirement operations, or tax reporting
- Foundational understanding of retirement account regulations and tax reporting
- Strong analytical and problem-solving skills with the ability to investigate complex data issues
- Ability to interpret regulatory guidance and apply it to operational processes
- Strong communication skills and ability to work cross-functionally with multiple teams
- Series 7 or 99 required or willingness to obtain within 180 days
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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