Tax Reporting & Cost Basis Supervisor (Hybrid)

Alpine Solutions Group; Philadelphia (Philadelphia County); Hybrid; USD 70,000 - 80,000; Full time

Job summary

A financial services firm in Philadelphia is seeking a Supervisor for their Tax Reporting and Cost Basis team. The role includes handling customer requests, analyzing tax data, and ensuring reporting accuracy. Candidates should have over 2 years of relevant experience and a Bachelor’s degree in finance. This is a full-time hybrid position offering a competitive salary range of $70,000 to $80,000 with annual bonus potential.

Qualifications

• 2+ years of experience either coming from tax reporting at a broker/dealer or from a CPA firm/tax preparer firm.
• Understanding and knowledge of tax reporting and cost basis.

Responsibilities

• Handle requests from the firm's customers, focusing on tax reporting and cost basis.
• Review, analyze, and cleanse data related to tax reporting.
• Ensure accuracy in a large volume of cost basis reporting.

Skills

Strong Excel skills

Communication

Leadership

Education

Bachelor’s degree in finance or related field

Job description

A financial services firm in Philadelphia is seeking a Supervisor for their Tax Reporting and Cost Basis team. The role includes handling customer requests, analyzing tax data, and ensuring reporting accuracy. Candidates should have over 2 years of relevant experience and a Bachelor’s degree in finance. This is a full-time hybrid position offering a competitive salary range of $70,000 to $80,000 with annual bonus potential.