Job Description
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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Numbers & Facts
| Location | South Jordan, UT |
| Industry | Staffing/Employment Agencies |
| Salary | $23.37 Per Hour |
| Company Size | 100 to 499 employees |
| Website | http://www.hiredbymatrix.com |
About Company
We believe in putting people together for the right reasons. Getting you a great job that makes you feel fulfilled in your career. Finding the perfect candidate to help you achieve business success.
Whether you are looking for the best candidate for your company or searching for your next career move, we are dedicated to making sure you thrive. We take your needs personally and have a variety of services to ensure you reach your goals. We listen to the needs of our clients and candidates and then thoughtfully match the right person with the right job. When people come together doing what they love success is guaranteed and partnerships last.
Skills
- Accountingunmatched
- Automationunmatched
- Communication Skillsunmatched
- Cost Accountingunmatched
- Cost Reportingunmatched
- Data Modelingunmatched
- Detail Orientedunmatched
- Establish Prioritiesunmatched
- Financeunmatched
- Financial Operationsunmatched
- Financial Servicesunmatched
- Global Financial Marketsunmatched
- Interpersonal Skillsunmatched
- Maintain Complianceunmatched
- Microsoft Access Databaseunmatched
- Microsoft Excelunmatched
- Multitaskingunmatched
- Presentation/Verbal Skillsunmatched
- Problem Solving Skillsunmatched
- Project/Program Managementunmatched
- Reconciliationunmatched
- Record Keepingunmatched
- Regulatory Complianceunmatched
- Regulatory Reportsunmatched
- Risk Managementunmatched
- Spreadsheetsunmatched
- Tax Operationsunmatched
- Tax Regulationsunmatched
- Tax Reportingunmatched
- Test Requirementsunmatched
- Test Strategyunmatched
- Time Managementunmatched
- User Interface/Experience (UI/UX)unmatched
- Wealth Managementunmatched
- Writing Skillsunmatched
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