Cost Basis Solutions Specialist II

Soteria Reinsurance Ltd.; Dublin; Hybrid; EUR 45,000 - 65,000; Full time

Job summary

Fidelity Ireland в Dublin is seeking a Cost Basis Support Representative II to join a dynamic Tax Services team. You will handle client inquiries, maintain accurate cost basis data, and support the processing of IRS 1099-related information.

The role emphasizes service quality, adherence to policies, and collaboration with US partners. Ideal candidates have a business degree, 1–3 years in financial services or shared services, and strong Excel/Word skills.

Qualifications

• Bachelor's degree or higher in Business or related discipline.
• 1–3 years’ experience in financial services or shared services preferred.
• Strong analytical and customer service skills.

Responsibilities

• Support client inquiries and provide accurate cost basis information.
• Process service requests and assist with cost basis adjustments.
• Communicate clearly with US partners and internal teams.
• Assist in preparing tax forms and related documentation.
• Identify process improvements and support training of colleagues.

Skills

IRS Cost Basis knowledge

Client communication

Analytical skills

Problem solving

Attention to detail

Team collaboration

MS Word

MS Excel

MS PowerPoint

Education

Bachelor's degree or higher in Business or related discipline

Tools

Excel

PowerPoint

Word

Job description

Fidelity Ireland в Dublin is seeking a Cost Basis Support Representative II to join a dynamic Tax Services team. You will handle client inquiries, maintain accurate cost basis data, and support the processing of IRS 1099-related information.

The role emphasizes service quality, adherence to policies, and collaboration with US partners. Ideal candidates have a business degree, 1–3 years in financial services or shared services, and strong Excel/Word skills.