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Tax Analyst
7 days ago
Fortune 500 Financial Services Company hiring Multiple openings
Title: Tax Analyst
Duration: 12-month contract
Location: Remote but local to Jersey City, NJ - will be asked to go onsite 2-3x a month.
Rate: $26.50 to $29.50/hr w2
Job Description:
We are looking for Tax Analysts to support our Financial Services customer’s institutional investment clients. They will research, resolve, and respond timely and accurately to client requests related to complex cost basis and tax issues related to categories such as Allocations, Date of Death, Versus Purchase, and 1099 discrepancies. Team members will receive inquiries and requests through a workflow tool, within Pershing's Netx360+. Based on inquiry or request received users will be required to perform review and research, and where necessary perform cost basis updates. Responses to inquiries and request would be provided back by the team member through the workflow tool. Additional responsibilities to include customer statement review and corporate action fair market value and cost basis updates.
They will be asked to do a variety of tasks, including allocating costs, performing Date of Death to cost, moving tax lots, and reconcile transactions such as buy/sell/transfer/corporate actions with the internal tax lots platform.
Job Requirements:
- 3-5 Years of experience with 1099 tax reporting and cost-basis operations is preferred.
- Understanding of corporate actions and the tax implications
- Experience in a financial services operational role
- Any experience with Global Plus – Custody Platform is nice to have
- Excellent communication skills
- Independent thinker / worker – able to follow workflows, and solve problems
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