Senior Representative, Brokerage Operations Tax
Fidelity Investments•Westlake, TX
395d•$39,000 - $61,000•Hybrid
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About The Position
The Cost Basis Senior Representative plays a crucial role in supporting client inquiries and maintaining accurate cost information for tax reporting purposes. This position involves providing detailed cost basis research, updating lot costs, and explaining calculations to both institutional and retail clients. The representative aims to enhance the client experience, streamline processes, and ensure compliance with IRS regulations regarding cost basis reporting.
