Tax Operations Compliance Reporting Specialist

Hired by Matrix; South Jordan (UT); On-site; USD 65,000 - 90,000; Full time

Job summary

Unknown Client in the United States is seeking a Tax Operations Compliance Reporting Specialist to join the team on a contract, on-site basis in Utah. You will support reporting obligations for Wealth Management and Institutional clients and contribute to cost basis and withholding accuracy.

The role emphasizes automation and close collaboration with technology to improve efficiency while managing multiple projects and tight deadlines. Strong communication and analytical skills are essential.

Qualifications

• Bachelor’s Degree in a Business field and/or experience in the Financial Industry.
• Understanding of general accounting principles as they apply to the industry.
• Understanding of general process controls, with knowledge of database, spreadsheet applications, and data modelling, including Microsoft Excel, Access and other Office applications.
• Superior communication skills, both oral and written.
• Ability to work independently well within a team environment.
• Excellent time management, interpersonal, and problem-solving skills.
• Ability to concurrently manage multiple projects, and prioritize effectively to meet tight and enforced Operational and annual deadlines.
• Attention to detail and quality of work.
• Ability to consistently exercise sound and decisive judgment.
• Commitment to personal development.

Responsibilities

• The US Tax Operations team handles all reporting obligations for the Wealth Management and Institutional clients, and is responsible for ensuring compliance with the IRS regulations.
• The Gain & Loss department maintains cost basis records and provides Gain/Loss reporting for assets held in Wealth Management customer accounts.
• The Tax teams work closely with cross-organizational operations teams, handle related queries, reconcile discrepancies between various processing systems, ensure accuracy of regulatory reporting (e.g. cost basis and withholding), and support requirements and testing of strategic platform initiatives.
• Major focus on automation.
• Work closely with technology and continually look for ways to improve efficiency and reduce risk through Alteryx, UI Path, and EUC tools when resolution isn't immediately available systemically.

Skills

Communication

Team collaboration

Time management

Attention to detail

Judgment

Personal development

Education

Bachelor's degree in Business

Tools

Alteryx

UI Path

EUC tools

Microsoft Excel

Microsoft Access

Job description

Job Description

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 a Business field and/or experience in the Financial Industry.
• Understanding of general accounting principles as they apply to the industry.
• Understanding of general process controls, with knowledge of database, spreadsheet applications, and data modelling, including Microsoft Excel, Access and other Office applications.
• Superior communication skills, both oral and written.
• Ability to work independently well within a team environment.
• Excellent time management, interpersonal, and problem-solving skills.
• Ability to concurrently manage multiple projects, and prioritize effectively to meet tight and enforced Operational and annual deadlines.
• Attention to detail and quality of work.
• Ability to consistently exercise sound and decisive judgment.
• Commitment to personal development.

** Responsibilities:**

• The US Tax Operations team handles all reporting obligations for the Wealth Management and Institutional clients, and is responsible for ensuring compliance with the IRS regulations.
• The Gain & Loss department maintains cost basis records and provides Gain/Loss reporting for assets held in Wealth Management customer accounts.
• The Tax teams work closely with cross-organizational operations teams, handle related queries, reconcile discrepancies between various processing systems, ensure accuracy of regulatory reporting (e.g. cost basis and withholding), and support requirements and testing of strategic platform initiatives.
• Major focus on automation.
• Work closely with technology and continually look for ways to improve efficiency and reduce risk through Alteryx, UI Path, and EUC tools when resolution isn't immediately available systemically.