Cost Basis & Tax Reporting Analyst

TALENT Software Services; Jacksonville (FL); On-site; USD 55,000 - 70,000; Full time

Job summary

TALENT Software Services is seeking a Financial Analyst for the Cost Basis Team. The role involves processing routine transactions, handling analyses, and supporting tax lot research and updates in the Global Tax Lots system.

Attention to detail and ability to resolve transactional breaks are essential. Responsibilities include preparing financial statements, assisting with inquiries from Front Line Units via New Service Gateway and email, and maintaining compliance with IRS rules.

Qualifications

• Experience with financial statements and records.
• Strong attention to detail and accuracy.
• Excellent communication skills, both written and verbal.

Responsibilities

• Process routine/standard transactions per established procedures.
• Handle analyses, report generation, data entry and related tasks across tax and cost basis functions.
• Provide quality service to internal partners and external customers; assist with training as needed.

Skills

Attention to detail

Analytical thinking

Communication skills

Tools

Microsoft Office

Outlook

Word

Excel

Job description

TALENT Software Services is seeking a Financial Analyst for the Cost Basis Team. The role involves processing routine transactions, handling analyses, and supporting tax lot research and updates in the Global Tax Lots system.

Attention to detail and ability to resolve transactional breaks are essential. Responsibilities include preparing financial statements, assisting with inquiries from Front Line Units via New Service Gateway and email, and maintaining compliance with IRS rules.