On-Site Tax & Cost Basis Operations Specialist

Charles Schwab; Westlake (TX); Presencial; USD 60.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) company match

Employee stock purchase plan

Vacation & sabbatical after years of服务

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Descripción de la vacante

Charles Schwab is seeking a Specialist in Cost Basis Operations to join a fast-paced team. You will oversee transmission and upkeep of cost basis data for assets transferred in and out of Schwab, rotating through functions as needed to meet business demands and ensure accurate tax reporting.

The role requires 2+ years in operations, strong analytical skills, and proficiency with Excel and Outlook. A BA/BS is preferred, and Series 7/63 is a plus.

Formación

• 2+ years’ experience in Operations
• Proven tax and cost basis experience and knowledge framework
• Excellent command of Excel and Outlook
• Ability to work under pressure in a fast-paced environment
• BA or BS degree preferred, Series 7/63 preferred

Responsabilidades

• Research and processing cost basis adjustments for Retail and Advisor Services clients
• Option trade reconciliation, return of capital, and cost basis fixed income updates
• Research across multiple systems to verify transaction information
• Process corrections in SPARKS, Schwab’s cost basis system
• Work collaboratively and communicate issues to peers and management

Conocimientos

Analytical skills

Attention to detail

Time management

Data entry

Communication

Educación

BA or BS preferred

Herramientas

Outlook

Excel

Macros

Descripción del empleo

Charles Schwab is seeking a Specialist in Cost Basis Operations to join a fast-paced team. You will oversee transmission and upkeep of cost basis data for assets transferred in and out of Schwab, rotating through functions as needed to meet business demands and ensure accurate tax reporting.

The role requires 2+ years in operations, strong analytical skills, and proficiency with Excel and Outlook. A BA/BS is preferred, and Series 7/63 is a plus.