Tax Reporting & Cost Basis Manager

Alpaca; United States; Remote; USD 120,000 - 170,000; Full time

Benefits offered by this job

Competitive Salary & Stock Options

Health Benefits

New Hire Home-Office Setup: USD 500

Monthly Stipend: USD 150

Job summary

A financial services company is looking for a Manager, Tax Reporting and Cost Basis. In this role, you will manage U.S. tax reporting and ensure compliance across various accounts. Responsibilities include leading tax reporting cycles, overseeing withholding agent duties, and partnering with multiple departments. Ideal candidates have over 3 years in tax reporting, direct experience with relevant forms, and strong analytical skills. Competitive salary and benefits are offered, including stock options and health benefits.

Qualifications

• 3+ years of hands-on tax reporting experience at a securities broker-dealer.
• Direct experience with Composite 1099 statements and Forms 1042-S.
• Strong understanding of IRS regulations covering securities products.

Responsibilities

• Lead annual tax reporting cycles and produce Composite 1099 statements.
• Ensure compliant setup of tax reporting for complex ownership structures.
• Manage tax reporting vendor relationship and respond to audits.

Skills

Tax reporting experience

Attention to detail

Communication skills

Ability to manage multiple priorities

Education

Bachelor’s degree or equivalent experience

Job description

A financial services company is looking for a Manager, Tax Reporting and Cost Basis. In this role, you will manage U.S. tax reporting and ensure compliance across various accounts. Responsibilities include leading tax reporting cycles, overseeing withholding agent duties, and partnering with multiple departments. Ideal candidates have over 3 years in tax reporting, direct experience with relevant forms, and strong analytical skills. Competitive salary and benefits are offered, including stock options and health benefits.