Operations Supervisor

Alpine Solutions Group; Philadelphia (Philadelphia County); Hybrid; USD 70,000 - 80,000; Full time

Job summary

A financial services firm in Philadelphia is seeking a Supervisor for their Tax Reporting and Cost Basis team. The role includes handling customer requests, analyzing tax data, and ensuring reporting accuracy. Candidates should have over 2 years of relevant experience and a Bachelor’s degree in finance. This is a full-time hybrid position offering a competitive salary range of $70,000 to $80,000 with annual bonus potential.

Qualifications

• 2+ years of experience either coming from tax reporting at a broker/dealer or from a CPA firm/tax preparer firm.
• Understanding and knowledge of tax reporting and cost basis.

Responsibilities

• Handle requests from the firm's customers, focusing on tax reporting and cost basis.
• Review, analyze, and cleanse data related to tax reporting.
• Ensure accuracy in a large volume of cost basis reporting.

Skills

Strong Excel skills

Communication

Leadership

Education

Bachelor’s degree in finance or related field

Job description

Overview

Our financial services client based out of Philadelphia is seeking a Supervisor to join their Tax Reporting and Cost Basis team.

Responsibilities

• Day to day: handle requests from the firm’s customers (the financial advisors at the firm) and requests from branches; examples include information that may show up on a 1099, taxability, tax consequences, or cost basis information.
• Review, analyze, and cleanse data related to tax reporting and cost basis; view reports and collaborate in a team environment.
• Handle a large volume of cost basis reporting to ensure accuracy.
• Opportunity to move up within the company and manage people.

Compensation

• Base pay range: $70,000.00/yr - $80,000.00/yr
• Additional compensation types: Annual Bonus

Must be eligible to work in the United States and unable to provide sponsorship at this time.

Location & Schedule

Hybrid schedule, 3 days onsite in Philadelphia.

Requirements

• 2+ years of experience either coming from tax reporting at a broker/dealer OR from a CPA firm/tax preparer firm
• Bachelor’s degree in finance or related field
• Understanding and knowledge of tax reporting and cost basis
• Strong Excel skills
• Ability to lead people and strong communication

Preferred

• CPA
• Or series financial certifications

Seniority level

• Associate

Employment type

• Full-time

Job function

• Finance

Referrals increase your chances of interviewing at Alpine Solutions Group.