Compunnel Inc.
Base pay range
$21.00/hr - $21.00/hr
Responsibilities
The US Tax Operations team manages all tax reporting obligations for Wealth Management and Institutional clients, ensuring compliance with IRS regulations.
The team operates primarily from 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 customer accounts.
The Tax Operations group collaborates with cross-functional operations teams, handles client and internal queries, reconciles discrepancies between systems, ensures the accuracy of regulatory reporting (e.g., cost basis and withholding), and supports requirements and testing for strategic platform initiatives.
Requirements
Ability to work independently and effectively within a team environment.
Strong time management, interpersonal, and problem‑solving skills.
Capability to manage multiple projects concurrently and prioritize tasks to meet strict operational and annual deadlines.
Exceptional attention to detail and commitment to high‑quality work.
Consistent exercise of sound judgment and decision‑making.
Dedication to continuous personal and professional development.
Qualifications
Bachelor’s degree in business or related field, or equivalent experience in the financial industry.
Understanding of general accounting principles relevant to the financial sector.
Knowledge of process controls, database management, and data modeling.
Proficiency in Microsoft Excel, Access, and other Office applications.
Excellent verbal and written communication skills.
Seniority level
Entry level
Employment type
Contract
Job function
Finance
Industries
Financial Services and Banking
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Responsibilities
The US Tax Operations team manages all tax reporting obligations for Wealth Management and Institutional clients, ensuring compliance with IRS regulations.
The team operates primarily from 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 customer accounts.
The Tax Operations group collaborates with cross-functional operations teams, handles client and internal queries, reconciles discrepancies between systems, ensures the accuracy of regulatory reporting (e.g., cost basis and withholding), and supports requirements and testing for strategic platform initiatives.
Requirements
Ability to work independently and effectively within a team environment.
Strong time management, interpersonal, and problem‑solving skills.
Capability to manage multiple projects concurrently and prioritize tasks to meet strict operational and annual deadlines.
Exceptional attention to detail and commitment to high‑quality work.
Consistent exercise of sound judgment and decision‑making.
Dedication to continuous personal and professional development.
Qualifications
Bachelor’s degree in business or related field, or equivalent experience in the financial industry.
Understanding of general accounting principles relevant to the financial sector.
Knowledge of process controls, database management, and data modeling.
Proficiency in Microsoft Excel, Access, and other Office applications.
Excellent verbal and written communication skills.
Seniority level
Entry level
Employment type
Contract
Job function
Finance
Industries
Financial Services and Banking
#J-18808-Ljbffr