icrunchdata Network
Riverton, UT, USA
The US Tax Operations team handles all reporting obligations for the Firms Wealth Management and Institutional clients, and is responsible for ensuring compliance with the IRS regulations. The team is primarily located in Utah with additional coverage in New York and India. The Gain & Loss department maintains cost basis records and provides Gain/Loss reporting for assets held in Client 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.
Requirements:
– 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...