Tax Reporting Analyst - 1701073
Talent Advocates

We are currently hiring for a contract Tax Reporting and Cost Basis Analyst for a remote opportunity with our firm. The successful person in this role is responsible for processing all aspects of the IRS 1099 & 1042s tax reporting functions, as well as ensuring accuracy of cost basis and P/L data. The Analyst is also responsible for responding to advanced tax and cost basis related client queries, coordinating resolution of breaks across stakeholders within Operations, resolving technical issues with vendors, and leading tax related projects.

Responsibilities include, but are not limited to:

  • Daily investigation and resolution of cost basis, tax withholding, and position reconciliation breaks identified through reports
  • Investigation and resolution of client tax reporting and cost basis queries
  • Investigation and resolution of 1099 & 1042-S reporting breaks
  • Ensuring 1099, 1042s & 1042 reporting is completed before IRS deadlines with maximum accuracy and minimal corrections needed
  • Ensuring timely remittance of withheld taxes
  • Developing and maintaining relationships with internal and external stakeholders
  • Creation and distribution of daily KPIs and KRIs for management attention
  • Identification and timely escalation of tax and cost basis related risks
  • Perform other tasks and duties as assigned

Experience and Skills

  • Bachelor's Degree from an accredited university, preferably in Math, Business, or related field preferred
  • Proficient with MS Office, specifically an advanced level in Microsoft Excel
  • Advanced knowledge of the Maxit cost basis engine, Phase 3 and BETA accounting systems, and Wall Street Concepts’ Compliance Plus system
  • Knowledge of SQL a plus, but not required
  • Excellent math, reading comprehension, verbal and written communication skills
  • Professional presentation and effective interpersonal skills is a must
  • Aptitude for numbers and demonstrated problem solving abilities required

Job Summary
Salary :
Publish : 22 Nov, 2023
Type : Contract
Level : Mid Level,
Location : USA
Deadline : 23 Dec, 2023
Applied : 0
Hired : 0


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