Job Description
Job Description
SUMMARY
The Tax Operations Coordinator is responsible for production, delivery and compliance of client annual tax reporting to the IRS , This position is tasked with ensuring that the organization meets our IRS reporting requirements while minimizing organizational risks. The ideal candidate has a deep understanding of broker dealer transactions, IRS reporting requirements and tax rules, and knowledge of all aspects of 1099 and 5498 document creation. The individual should possess clear and concise communication skills; effective time management; ability to work across multiple departments; have project management experience and/or understand the concepts and process of managing a project and be resilient and adaptable to change while providing creative solutions to complex problems.
Critical Competencies:
· Ability to delegate to ensure company objectives are achieved and standards are met.
· Clear and professional communication that conveys expectations and reasoning to ensure timely completion of the objective.
· Identify, prioritize and execute necessary actions to achieve an objective or an idea within the provided deadlines.
· Ability to use judgement on complex issues and document reasoning.
· Knowledge of IRS tax reporting regulations as it pertains to 1099 & 5498 reporting
Qualification Standards
· Four or more years desired industry experience specific to 1099 & 5498 tax reporting for a Broker/Dealer or other financial institutions.
· Bachelor's degree preferred
· Available for overtime
· Series 6 and 26 preferred
Accepting candidates from all over US who are willing to relocate at own expenses.