Finance Support Junior
South Jordan, UT
The Tax Operations Representative will serve as a vital member of the Tax Operations Team in Salt Lake City, UT, working with Global Tax Operations to assist in running an effective Operations control function.
The Client Cost Accounting and Reporting (CCAR) team maintains cost basis records and provides cost basis reporting for assets held by institutional clients. Each representative is responsible for reconciling discrepancies in cost basis reporting, for answering and resolving inquires on a wide variety of cost basis topics involving 1099-B reporting for covered products (including equities, options, single stock futures, and fixed income products), and for providing educational and regulatory insight. This position has an emphasis on the processing of corporate action events with the correct taxability to ensure accurate cost basis reporting.
A successful candidate will possess the following skills:
Strong attention to detail
Ability to thoroughly investigate and problem solve
Ability to see an assignment through from conception to completion
Ability to organize and prioritize work and meet deadlines
Ability to learn new systems quickly
Comprehensive understanding of Microsoft Excel
Aptitude to multi-task and adjust quickly to change
Focus on process improvement