Accountant Operations 2

About the position

The role of a Tax Operations Associate within the Tax Department requires the ability to work within multiple systems of record (commercial software) and internally developed Access databases to document the tax status of a payee, monitor taxable events requiring adjustments to cost basis, produce Federal and State tax returns while meeting tax filing requirements. This is a temporary role with full-time hours to last until end of March.

Responsibilities

• Works within a team responsible for the analysis of tax information related to onboarding, withholding, cost basis and tax reporting.
• Performs analysis and correction of daily transactions within systems of record. Escalate to appropriate party when missing data is identified.
• Monitoring, researching and responding to incoming tax related correspondences within approved timelines.
• Reviews and validates tax forms, updates system of record accordingly.
• Responsible for cost basis related tasks including reviewing Cost Basis Reporting System (CBRS) files and ensuring statements of information are sent appropriately in accordance with IRC, processing manual workarounds identified by queries, clearing out of balances as necessary and completing work items sent from Shareholders.
• Ensure procedures are up to date with current processing.
• Reconciles internal transfers between systems of record.
• Cross-train on other department functions, acting as back up when necessary.
• Willingness to learn tax concepts and enhance knowledge of tax reporting requirements.
• Other duties as assigned.

Requirements

• Preferred Associate's Degree in Accounting or Bachelor's Degree in Accounting, Business Administration, Finance or Economics.
• Preferred 2+ years of working in an office setting.
• Preferred 2+ years of operations, accounting and/or finance experience.

Nice-to-haves

• Knowledge of the stock market and stock industry.
• Problem-solving skills.
• Flexible, easily adapts to change.
• Detail-oriented.
• Ability to work independently and collaborate within a team.
• Self-management and self-motivated skills.
• Proficient use of Microsoft Office, with demonstrated capability in Word, Excel and PowerPoint.
• Must be able to effectively read, write and speak English.
• Willing and able to work extended hours as needed.

Benefits

• Compensation: $19.00 - $20.00 hourly.