Hired by Matrix, Inc
Tax Operations Compliance Specialist
Hired by Matrix, Inc, South Jordan, Utah, United States, 84095
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At-a-Glance:
Are you ready to build your career by joining a global financial institution? If so, our client is hiring a Tax Operations Compliance Specialist. Position Type:
Contract Onsite (This will be a hybrid role, but they will be starting onsite). Required:
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 modeling, 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 operational and annual deadlines Attention to detail and quality of work Ability to exercise sound and decisive judgment, with a commitment to personal development Responsibilities:
The US Tax Operations team handles all reporting obligations for the firm's Wealth Management and Institutional clients and ensures compliance with 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 Wealth Management customer accounts. The Tax teams work closely with cross-organizational operations teams, handle related queries, reconcile discrepancies, ensure accuracy of regulatory reporting (e.g., cost basis and withholding), and support strategic platform initiatives. Get in Touch:
If you think you'd be a good match, submit your resume and contact Lalit at (862) 799-2505 to learn more. #HbM6349 Seniority level
Entry level Employment type
Contract Job function
Accounting/Auditing and Finance
#J-18808-Ljbffr
Are you ready to build your career by joining a global financial institution? If so, our client is hiring a Tax Operations Compliance Specialist. Position Type:
Contract Onsite (This will be a hybrid role, but they will be starting onsite). Required:
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 modeling, 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 operational and annual deadlines Attention to detail and quality of work Ability to exercise sound and decisive judgment, with a commitment to personal development Responsibilities:
The US Tax Operations team handles all reporting obligations for the firm's Wealth Management and Institutional clients and ensures compliance with 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 Wealth Management customer accounts. The Tax teams work closely with cross-organizational operations teams, handle related queries, reconcile discrepancies, ensure accuracy of regulatory reporting (e.g., cost basis and withholding), and support strategic platform initiatives. Get in Touch:
If you think you'd be a good match, submit your resume and contact Lalit at (862) 799-2505 to learn more. #HbM6349 Seniority level
Entry level Employment type
Contract Job function
Accounting/Auditing and Finance
#J-18808-Ljbffr