Tax Operations Compliance Reporting Specialist

Creative Solutions Services, LLC; South Jordan (UT); On-site; USD 89,544,000 - 123,984,000; Full time

Job summary

Creative Solutions Services, LLC in Utah is seeking a Tax Operations Compliance Reporting Specialist to manage all reporting obligations for Wealth Management and Institutional clients, ensuring IRS compliance and accurate cost basis and gain/loss reporting across accounts.

You will collaborate with cross-functional teams, support platform initiatives with a focus on automation, and contribute to data quality through Excel/Access and modeling.

Qualifications

• Bachelor's degree in Business, Finance, Accounting, or related field.
• Experience in the Financial Industry.
• Strong analytical and regulatory reporting knowledge.

Responsibilities

• Handle reporting obligations for Wealth Management and Institutional clients, ensuring IRS compliance.
• Maintain cost basis records and provide Gain/Loss reporting for assets.
• Collaborate with cross-organizational operations teams to reconcile discrepancies.
• Ensure accuracy of regulatory reporting, including cost basis and withholding.
• Support requirements and testing of strategic platform initiatives with a focus on automation.
• Collaborate with technology teams to improve efficiency and reduce risk.

Skills

Communication skills

Time management

Teamwork

Prioritization

Problem solving

Attention to detail

Education

Bachelor's degree in Business/Finance/Accounting

Tools

Excel

Access

Data modeling

Alteryx

UI Path

Job description

At-a-Glance:

Are you ready to build your career by joining a global financial institution? If so, our client is hiring a Tax Operations Compliance Reporting Specialist.

Position Type:

• Contract
• On-Site

Required:

Qualifications:

• Bachelor’s Degree in Business, Finance, Accounting, or related field.
• Experience in the Financial Industry.
• Understanding of accounting principles, cost basis, gain/loss reporting, and regulatory reporting.
• Knowledge of database, spreadsheet applications, and data modeling, including Microsoft Excel and Access.
• Superior oral and written communication skills.
• Ability to work independently and within a team environment.
• Excellent time management, interpersonal, and problem-solving skills.
• Ability to manage multiple projects and prioritize effectively to meet deadlines.
• Attention to detail and quality of work.
• Ability to exercise sound and decisive judgment.
• Commitment to personal development.

Preferences:

• Financial services, operations, tax operations, or accounting experience.
• Experience with automation tools such as Alteryx, UI Path, and EUC tools.

Responsibilities:

• Handle all reporting obligations for Wealth Management and Institutional clients, ensuring compliance with IRS regulations.
• Maintain cost basis records and provide Gain/Loss reporting for assets held in Wealth Management customer accounts.
• Work closely with cross-organizational operations teams to handle related queries and reconcile discrepancies.
• Ensure accuracy of regulatory reporting, including cost basis and withholding.
• Support requirements and testing of strategic platform initiatives with a major focus on automation.
• Collaborate with technology teams to improve efficiency and reduce risk.