Cost Basis Reporting Associate

4 weeks ago


South Jordan, United States IMS People Full time
Job DescriptionJob Description

Job Description:

What You'll Do: 
•    Perform different levels of data analysis & reconciliation of cost basis supplier and in-house data.
•    Ensure that status reports produced are accurate, relevant, complete and actionable.
•    Assist team with review of year-end tax form (1099s, 1042-S, 2439 etc.) and related checkout.
•    Data testing and validation.
•    Support creation, modification and review of test plan and test summary documents.
•    Support the team in addressing cost basis related inquiries from our clients.
•    Root cause research and analysis for Cost Basis and tax reporting processes. 

Requirement:

What You’ll Bring: 
•    Analytical thinker, with excellent written and verbal communication.
•    Attention to detail and tenacity.
•    Advanced knowledge in MS Office including Excel (required), Word (required), and Power Point (required).
•    Knowledge of tax reports.
•    Knowledge of Account and finance.


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