Tax Operations: Cost Basis & Corporate Actions Specialist

eTeam; Jersey City (NJ); On-site; USD 60,000 - 90,000; Full time

Job summary

A financial services firm is seeking an ITO Tax Operations Cost Basis & Corporate Actions Analyst in Jersey City. This role involves compliance with IRS regulations, managing tax documentation, and performing reconciling tasks related to client transactions. Candidates should possess strong proficiency in Microsoft Office and have a background in tax information reporting. The position requires sharp attention to detail and effective communication skills.

Qualifications

• 5 years of tax information reporting experience in financial services.
• Strong knowledge of Internal Revenue Code Chapter 61.
• Experience validating client tax documents using MD3.

Responsibilities

• Validate taxability of Corporate actions using CCH.
• Manage monthly 1099B reconciliation for all reportable transactions.
• Update Cost basis engine for all voluntary Corporate actions.

Skills

Microsoft Office Access

Excel

Verbal communication skills

Written communication skills

Attention to detail

Tools

Broadridge systems

CBRS

Job description

A financial services firm is seeking an ITO Tax Operations Cost Basis & Corporate Actions Analyst in Jersey City. This role involves compliance with IRS regulations, managing tax documentation, and performing reconciling tasks related to client transactions. Candidates should possess strong proficiency in Microsoft Office and have a background in tax information reporting. The position requires sharp attention to detail and effective communication skills.