Job Description

Job Description

Job Description

Job Description
The US Tax Operations team is responsible for handling all reporting obligations related to Wealth Management and Institutional clients, ensuring compliance with IRS regulations. The team is primarily based in Utah, with additional coverage in New York and India. The Gain & Loss department manages cost basis records and provides Gain/Loss reporting for assets held in customer accounts. The Tax teams collaborate with cross-functional operations teams, handle related queries, reconcile discrepancies between various systems, ensure accuracy of regulatory reporting (e.g., cost basis and withholding), and support strategic platform initiatives, including requirements and testing.

Requirements:

• Ability to work independently and within a team environment
• Excellent time management, interpersonal, and problem-solving skills
• Ability to manage multiple projects simultaneously and prioritize effectively to meet operational and annual deadlines
• Strong attention to detail and commitment to quality work
• Consistent exercise of sound and decisive judgment
• Commitment to personal development

Qualifications :

• Bachelor's degree in a business-related field or relevant experience in the financial industry
• Understanding of general accounting principles as applied in the industry
• Familiarity with general process controls and proficiency in database, spreadsheet applications, and data modeling, including Microsoft Excel, Access, and other Office applications
• Superior communication skills, both oral and written.

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