Tax & Cost Basis Analyst – Financial Ops (Bonus Eligible)

Axos Bank; Omaha (NE); On-site; USD 28,000 - 33,000; Full time

Benefits offered by this job

Annual bonus (cash) 10%

Annual RSU bonus 10%

Job summary

Axos Clearing is seeking a Tax & Cost Basis Representative to serve as the primary contact for broker-dealer inquiries and processing documentation. You will remit and reconcile daily federal and state tax withholdings, unclaimed property for lost/abandoned accounts, and maintain client tax lot data to ensure IRS and industry regulation compliance.

The role requires a Bachelor’s degree or equivalent experience, 2+ years in a related field, and strong communication, analytical, and multitasking

Qualifications

• Bachelor’s degree or equivalent experience required.
• 2+ years’ experience preferred.
• Financial industry experience or FINRA licenses preferred.
• Strong verbal and written communication skills.
• Strong analytical and decision-making skills.
• Detail oriented with exceptional quality and productivity.
• Effective time management skills with the ability to multitask.

Responsibilities

• Review, amend and finalize new accounts documentation.
• Analyze demographic information to ensure high level of quality.
• Interface with a variety of systems and departments to resolve tasks.
• Prepare and review of daily reports.
• Identify process improvement opportunities.
• Ability to interact and communicate in a professional and friendly manner with business partners.
• Maintain a high degree of regulatory compliance and elevate any potential risk.

Skills

Communication

Analytical thinking

Attention to detail

Time management

Education

Bachelor’s degree or equivalent experience

Job description

Axos Clearing is seeking a Tax & Cost Basis Representative to serve as the primary contact for broker-dealer inquiries and processing documentation. You will remit and reconcile daily federal and state tax withholdings, unclaimed property for lost/abandoned accounts, and maintain client tax lot data to ensure IRS and industry regulation compliance.

The role requires a Bachelor’s degree or equivalent experience, 2+ years in a related field, and strong communication, analytical, and multitasking