Tax Analyst

Overview A financial firm is looking for a Tax Analyst to join their team in Jersey City, NJ.

Pay: $50-53/hr

Responsibilities

Validate taxability of Corporate Actions using CCH, identifying impacts to cost basis

Update cost basis engine for all voluntary Corporate Actions based upon taxability

Manage monthly 1099B reconciliation for all reportable transactions

Management of daily Front Office inquiries regarding cost basis, taxability, and reporting

Provide support for remediation of cash reconciliation breaks in portfolio accounting system to support daily client reporting inquiries

Help validate/update cost basis on incoming transfer statements via CRBS or paper statements

Assist with generation of transfer statements for all deliveries to external brokers via CRBS or paper

Assist with generation of request statements for all incoming positions

Support year-end cost basis reconciliation

Adjust portfolio accounting to reflect reclassification of income

Assist with review of all transfer bookings between books and records vs cost basis engine

Cross train and provide support to other divisions of the ITO Tax Operations department when required

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