Tax Operations Coordinator | Tax Reporting Analyst

JOB SUMMARY :

• The Tax Operations Coordinator oversees the production, delivery, and compliance of annual client tax reporting to the IRS.
• This role ensures the organization meets IRS reporting requirements while mitigating risks.
• The ideal candidate possesses deep expertise in broker-dealer transactions, IRS tax rules, and 1099 / 5498 document creation.
• Strong communication skills, effective time management, and cross-department collaboration are essential.
• Project management experience or familiarity with managing complex projects is preferred.
• Adaptability, resilience, and problem-solving skills are critical for success in this role.

COMPETENCIES REQUIRED :

Critical Competencies :

Important Competencies :

Supporting Competencies :

Qualification Standards :

RESPONSIBILITIES :

Transactional Processing :

Reporting & Documentation :

Client Service & Support :

Department & Regulatory Compliance :

Process Improvement & Risk Management :

Team Collaboration, Training & Leadership :

Projects & Additional Job Duties :