Tax Reporting Specialist

A company is looking for a Tax Reporting Specialist to manage client tax reporting information and ensure compliance with IRS regulations.

Key Responsibilities

Review nonresident alien account documentation 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 for reportable accounts

Required Qualifications

Bachelor's degree in accounting or finance preferred

3+ years' experience with tax and cost basis reporting in the brokerage industry

Ability to read and understand 1099 forms

Knowledge of corporate actions and financial processing

Understanding of Phase3, Wall Street Concepts, GainsKeeper, and / or DTCC is beneficial