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Asset Staffing · 3 days ago

Finance - Entry Level - Gain and Loss Tax Operations Analyst

South Jordan, UT

Contract

Onsite

New Grad, Entry Level

$22/hr - $22/hr

Asset Staffing is seeking a Gain and Loss Tax Operations Analyst to support the US Tax Operations team. The role involves ensuring compliance with IRS regulations and maintaining cost basis records for Wealth Management customer accounts while collaborating with various operational teams.

EmploymentHuman ResourcesRecruitingStaffing Agency

Responsibilities

Support the US Tax Operations team which handles all reporting obligations for Wealth Management and Institutional clients

Ensure compliance with the IRS regulations

Maintains cost basis records and provides Gain/Loss reporting for assets held in Wealth Management customer accounts

Work closely with cross-organizational operations teams

Handle related queries

Reconcile discrepancies between various processing systems

Ensure accuracy of regulatory reporting (e.g. cost basis and withholding)

Support requirements and testing of strategic platform initiatives

Qualification

Accounting principlesDatabase applications knowledgeMicrosoft ExcelInterpersonal skillsProblem-solving skillsTime managementAttention to detailCommunication skillsWork independently

Required

Ability to work independently well within a team environment

Excellent Time Management, Interpersonal, and Problem-Solving Skills

Ability to concurrently manage multiple projects, and prioritize effectively to meet tight and enforced Operational and annual deadlines for the firm

Attention to detail and quality of work

Ability to consistently exercise sound and decisive judgment

Commitment to personal development

Bachelors 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 modelling, including Microsoft Excel, Access and other Office applications

Superior Communication Skills, both oral and written

Ability to Commute: South Jordan, UT 84095 (Required)

Ability to Relocate: South Jordan, UT 84095: Relocate before starting work (Required)

Work Location: In person

Company

Asset Staffing

Asset Staffing is an employment service industry that offers accountancy, finance, IT administrative, clerical and call center jobs.

Founded in 1991

White Plains, New York, USA

51-200 employees

https://www.assetstaffing.com/

Funding

Current Stage

Growth Stage

Leadership Team

Ed Giannattasio

Founder and President

Company data provided by crunchbase