Lenmar Consulting Inc
Tax Analyst III | Jersey City, NJ | 1-Year Contract | $50-$53/hr
We are seeking a
Tax Analyst III
to support the ITO Tax Operations team in managing cost basis, corporate actions, and client reporting. This role offers exposure to a wide range of tax and portfolio operations responsibilities in a dynamic, fast-paced environment. Key Responsibilities Validate the taxability of Corporate Actions using CCH and identify impacts to cost basis. Update the cost basis engine for all voluntary corporate actions based on taxability. Manage monthly 1099-B reconciliations for all reportable transactions. Address daily Front Office inquiries regarding cost basis, taxability, and reporting. Support remediation of cash reconciliation breaks in the portfolio accounting system to ensure accurate daily client reporting. Validate and update cost basis on incoming transfer statements via CRBS or paper. Assist with the generation of transfer statements for all deliveries to external brokers and for all incoming positions. Support year-end cost basis reconciliation and adjust portfolio accounting for reclassification of income. Review all transfer bookings between books and records versus the cost basis engine. Cross-train and provide support to other divisions of the ITO Tax Operations department as required. Requirements Strong attention to detail and accuracy. Experience with corporate actions, cost basis, or tax operations a plus. Ability to manage multiple priorities and work in a fast-paced environment. We are an equal opportunities employer and welcome applications from all qualified candidates.
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Tax Analyst III
to support the ITO Tax Operations team in managing cost basis, corporate actions, and client reporting. This role offers exposure to a wide range of tax and portfolio operations responsibilities in a dynamic, fast-paced environment. Key Responsibilities Validate the taxability of Corporate Actions using CCH and identify impacts to cost basis. Update the cost basis engine for all voluntary corporate actions based on taxability. Manage monthly 1099-B reconciliations for all reportable transactions. Address daily Front Office inquiries regarding cost basis, taxability, and reporting. Support remediation of cash reconciliation breaks in the portfolio accounting system to ensure accurate daily client reporting. Validate and update cost basis on incoming transfer statements via CRBS or paper. Assist with the generation of transfer statements for all deliveries to external brokers and for all incoming positions. Support year-end cost basis reconciliation and adjust portfolio accounting for reclassification of income. Review all transfer bookings between books and records versus the cost basis engine. Cross-train and provide support to other divisions of the ITO Tax Operations department as required. Requirements Strong attention to detail and accuracy. Experience with corporate actions, cost basis, or tax operations a plus. Ability to manage multiple priorities and work in a fast-paced environment. We are an equal opportunities employer and welcome applications from all qualified candidates.
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