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 and update nonresident alien account documentation per IRS requirements

Prepare year-end IRS Forms such as 1099, 1099R, 5498, and 1042-S

Reconcile cost basis reporting and monitor tax-related inquiries from clients

Required Qualifications

Bachelor's degree in accounting or finance preferred

3+ years of experience in tax and cost basis reporting within the brokerage industry

Knowledge of IRS reporting regulations and tax withholding procedures

Experience with financial processing and corporate actions

CPA certification is a plus