Tax Reporting Specialist

#WeAreTradeStation

Who We Are :

TradeStation is an online brokerage firm seeking to level the playing field for self-directed investors and traders, empowering them to claim their individual financial edge.  At TradeStation, we're continuously pushing the boundaries of what's possible, encouraging out-of-the-box thinking and relentless search for innovation.

What We Are Looking For :

The Tax Reporting Specialist will be responsible for reviewing and reconciling client tax reporting information.  The position will include heavy focus on IRS cost basis reporting regulations as well as nonresident alien reporting.  The ideal candidate must possess the ability to work in a fast-paced environment with attention to detail.  The position will work closely with both Client Services and other departments in responding to client tax reporting issues.

What You’ll Be Doing :

• Review nonresident alien account documentation, including W8 forms, 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
• Ensure proper tax withholding is applied to domestic and foreign clients
• Review and reconcile retirement plan transactions to insure accurate tax reporting
• Monitor incoming tax questions and determine the correct course of action

The Skills You Bring :

Minimum Qualifications :

Desired Qualifications :

What We Offer :

TradeStation provides equal employment opportunities to current and prospective employees, without regard to race, color, religion, sex, national origin, ancestry, sexual orientation, age, pregnancy, disability, handicap, citizenship, veteran or marital status, or any other legally recognized status entitled to protection under federal, state, or local anti-discrimination laws.

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