Senior Service Operations Specialist

Ameriprise Financial; Charlotte (NC); Hybrid; USD 67,000 - 92,000; Full time

Job summary

Ameriprise Financial is seeking a skilled taxpayer reporting professional to support Non-Qualified Brokerage Tax Reporting. You will perform withholding reconciliations, assist year-end tasks, and collaborate with project teams to ensure accurate tax reporting across federal and state levels.

Ideal candidates have an associate degree, 3–5 years in Cost Basis/Tax Reporting, strong Excel skills, and the ability to communicate complex issues clearly in a client-focused environment.

Qualifications

• Associate degree or equivalent required.
• 3-5 years of experience in Cost Basis/Tax Reporting.
• Strong organizational and communication skills with attention to detail.

Responsibilities

• Support information reporting and withholding for brokerage accounts at federal and state levels.
• Perform withholding reconciliation for retirement, domestic, and foreign clients.
• Conduct critical year-end validation and reconciliation tasks for accurate tax reporting.
• Coach and collaborate with cross-functional teams to improve processes and controls.

Skills

Cost Basis/Tax Reporting

Excel proficiency

Analytical skills

Communication skills

Regulatory knowledge

Project coordination

Education

Associate degree or equivalent

Tools

Excel

Tax reporting tools

Job description

About Our CompanyWe’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.Job DescriptionServe as a highly skilled utility player for the Non-Qualified Brokerage Tax Reporting team, providing support across project execution, control management, coaching, analysis, and issue resolution. Partner effectively with leaders and cross-functional stakeholders to drive operational excellence, manage risk, and ensure regulatory compliance. Act as the primary leadership backup, support key performance and risk indicator management, perform analytical reviews, recommend process improvements, and contribute to the monitoring and enhancement of internal controls and compliance procedures.Key ResponsibilitiesSupport team and enterprise projects that impact Information Reporting and Withholding for reportable brokerage accounts as well as regulatory changes.Perform withholding reconciliation for all brokerage accounts, including retirement, domestic, and foreign clients, at the federal and state levels.Perform critical and complex year-end tasks, including validation and reconciliation activities, to ensure complete and accurate tax reporting.Required QualificationsEducation: Associate degree or equivalent.Experience: 3-5 years of experience in a Cost Basis/Tax Reporting role.Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience.Prior experience working on a customer service team, including a strong working knowledge of customer service processes, policies, techniques, and applicable regulations.Prior experience coaching or providing indirect leadership to others.Strong organizational and communication skills, including the ability to explain complex issues in a clear and understandable manner.Strong knowledge of business operations and processes in more than two areas.Good analytical, quantitative and problem-solving skills.Strong attention to detail, with the ability to work under tight timeframes and deadlines, while maintaining a high degree of accuracyExcellent Microsoft Excel skills with experience in reconciliation and validation tasks.Preferred QualificationsExperience supporting team and enterprise-level project implementation.Product-specific or financial services industry experience.In-Office CollaborationWe are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.Visa SponsorshipApplicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).Base Pay SalaryThe estimated base salary for this role is $66,700-$91,700/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.Full-Time/Part-TimeFull timeExempt/Non-ExemptExemptJob Family GroupClient ServiceLine of BusinessCLEAR ClearingAmeriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.