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:
Qualifications :
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