Hired by Matrix, Inc
Tax Operations Compliance Reporting Specialist.
Hired by Matrix, Inc, South Jordan, Utah, United States, 84095
Overview
Tax Operations Compliance Reporting Specialist. Contract position with onsite start (hybrid). 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 Wealth Management customer accounts. Responsibilities
Responsible for ensuring compliance with IRS regulations. 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. 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 well independently and 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 for the firm Attention to detail and quality of work Ability to consistently exercise sound and decisive judgment Commitment to personal development Job Details
Position Type: Contract Onsite: Will Start Onsite Later; Hybrid Location: Salt Lake City, UT (Salt Lake City Metropolitan Area) For inquiries, reach out to Vishal at (201) 336-0713 to learn more.
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Tax Operations Compliance Reporting Specialist. Contract position with onsite start (hybrid). 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 Wealth Management customer accounts. Responsibilities
Responsible for ensuring compliance with IRS regulations. 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. 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 well independently and 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 for the firm Attention to detail and quality of work Ability to consistently exercise sound and decisive judgment Commitment to personal development Job Details
Position Type: Contract Onsite: Will Start Onsite Later; Hybrid Location: Salt Lake City, UT (Salt Lake City Metropolitan Area) For inquiries, reach out to Vishal at (201) 336-0713 to learn more.
#J-18808-Ljbffr