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Now viewing: Finance - Gain & Loss Tax Operations
NS
Northpointe Staffing Professionals
Finance - Gain & Loss Tax Operations
Job Description
Individual within this for will be part of The US Tax Operations Team which handles all reporting obligations for the Firm's Wealth Management and Institutional clients and is responsible for ensuring compliance with the IRS regulations. The Gain & Loss department maintains cost basis records and provides Gain/Loss reporting for assets held in the firm's Wealth Management customer accounts. The Tax teams work closely with cross-organizational operations teams, handle related queries, reconcile discrepancies between various processing systems, ensure accuracy of regulatory reporting (e.g. cost basis and withholding), and support requirements and testing of strategic platform initiatives. The department has a major focus on automation. The team works closely with technology and continually look for ways to improve efficiency and reduce risk through Alteryx, UI Path, and EUC tools when resolution isn't immediately available systemically.
Requirements:
- Ability to work independently well within a team environment.
- Excellent Time Management, Interpersonal, and Problem-Solving Skills.
- Ability to concurrently manage multiple projects, and prioritize effectively to meet tight and enforced Operational and annual deadlines for the firm.
- Attention to detail and quality of work.
- Ability to consistently exercise sound and decisive judgment.
- Commitment to personal development.
Qualifications:
- Bachelor's degree in a Business field and/or experience in the Financial Industry.
- Understanding of general accounting principles as they apply to the industry.
- Understanding of general process controls, with knowledge of database, spreadsheet applications, and data modelling, including Microsoft Excel, Access and other Office applications.
- Superior Communication Skills, both oral and written.