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Tax Operations Compliance Reporting Specialist
Career Insights for Scheduler / Operations Coordinator
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Scorecard
Based on Utah data
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What they do
A Scheduler or Operations Coordinator provides scheduling and logistical support for an office, company or organization. May specialize in scheduling required for production or for administrative work.
$56,494 / year median in Utah
+14% projected growth
Job Description
Tax Operations Compliance Reporting Specialist#26-09329
$23.37 per hour
South Jordan, UT
Onsite 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. #LI-VK1
#HbM6349