Tax Reporting Specialist

A company is looking for a Tax Reporting Specialist.

Key Responsibilities

Review nonresident alien account documentation and update account information based on IRS reporting requirements

Prepare customer year-end IRS Forms including 1099, 1099R, 5498, and 1042-S

Review and reconcile cost basis reporting through GainsKeeper for all reportable accounts

Required Qualifications

Bachelor's degree in accounting or finance preferred

3+ years' experience with tax and cost basis reporting in the brokerage industry

Knowledge of Phase3, Wall Street Concepts, GainsKeeper, and / or DTCC

Ability to read a 1099 and understand the logistics within

Understanding of corporate actions and financial processing