Tax Specialist

3 days ago


Westlake, Ohio, United States Fidelity TalentSource LLC Full time

Job Overview

Fidelity TalentSource LLC seeks a highly skilled Tax Specialist to support client inquiries and maintain client cost information for purposes of providing accurate tax statements and client channels.

The successful candidate will provide cost basis research, lot cost updates, and explanation of cost basis calculations to institutional and retail clients by processing service requests and providing subject matter expertise over the telephone. We also look for ways to improve the client experience, reduce client effort, and drive efficiency.

  • Strong knowledge of IRS regulations and ability to communicate them to clients
  • Excellent communication skills when resolving issues and providing exceptional customer service
  • An understanding of the unique needs of each business group supported by the organization
  • Bachelor's Degree and 1-3 years of proven experience working in financial services industry preferred
  • Prior cost basis reporting experience and processing in a high-volume seasonal tax environment preferred

Key Responsibilities

  • Provide cost basis research and explanation of cost basis calculations to clients
  • Maintain client cost information for purposes of providing accurate tax statements and client channels
  • Process service requests and provide subject matter expertise over the telephone

About Us

Fidelity Investments is a leading provider of investment products and services. We are committed to delivering exceptional value to our customers through innovative solutions and personalized service.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

Salary and Benefits

The base salary range for this position is $39,000-$61,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

We invite you to learn more about our company culture and benefits at fidelitycareers.com. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.



  • Westlake, Ohio, United States Equity Trust Full time

    Tax Analyst Job DescriptionAt Equity Trust, we're seeking a highly skilled Tax Analyst to join our team. As a Tax Analyst, you will play a critical role in ensuring compliance with all tax regulations and reporting requirements.Key Responsibilities:Tax Compliance: Prepare and file tax documents, including Forms 5498, 1099, and 945, while ensuring timely...


  • Westlake, Ohio, United States Equity Trust Full time

    Job SummaryThe Tax Analyst role at Equity Trust requires a detail-oriented professional to ensure compliance with all tax regulations and reporting requirements. This position plays a critical part in maximizing opportunities related to credits and exemptions.Key Responsibilities:Filing and Reporting: Prepares the filing and reporting of recipient tax...


  • Westlake, Ohio, United States Vibra Travels Full time

    We are seeking a highly skilled Critical Care Nurse Specialist to join our team in Westlake, Ohio.About the RoleThis is a 13-week assignment working 36 hours per week with 12-hour shifts. As a Critical Care Nurse Specialist, you will be responsible for providing high-quality patient care in an acute care setting.Required Qualifications and SkillsCurrent BLS...


  • Westlake, Ohio, United States Vibra Travels Full time

    We are seeking a highly skilled Travel Nurse RN Acute Care Specialist to join our team at Vibra Travels.About the RoleThis is a 13-week assignment in Westlake, Ohio, with a competitive hourly rate and tax-free stipend. As a Travel Nurse RN Acute Care Specialist, you will provide high-quality patient care in an acute care setting, working closely with our...


  • Westlake, Ohio, United States Vibra Travels Full time

    We are seeking an Acute Care Nurse Specialist to join our team at Vibra Travels. This is a unique opportunity to work with a reputable company that offers a competitive salary and comprehensive benefits package.About the RoleAs an Acute Care Nurse Specialist, you will be responsible for providing high-quality patient care in a fast-paced acute care setting....


  • Westlake, Ohio, United States Vibra Travels Full time

    Job OverviewVibra Travels is seeking a travel Respiratory Therapist to join their team in Westlake, Ohio. This 13-week assignment offers a competitive hourly rate and a tax-free stipend.


  • Westlake, Ohio, United States Vibra Travels Full time

    About the PositionVibra Travels is seeking a dedicated Travel Nurse RN to fill an Acute Care position in Westlake, Ohio. This exciting opportunity offers a 13-week contract with 36 hours of work per week.Job ResponsibilitiesWe are looking for a highly skilled nurse with experience in ICU, step-down, med-surg/tele, and acute rehab. The ideal candidate will...


  • Westlake, Ohio, United States Vibra Travels Full time

    Job Title: Travel Nurse RN Opportunity in OhioVibra Travels, a leading travel nursing agency, is seeking a skilled Registered Nurse for a 13-week Med Surg assignment in Westlake, Ohio. This exciting opportunity offers a unique chance to work with a reputable healthcare provider while exploring the Midwest.About the Assignment:Duration: 13 weeksShift: 12...


  • Westlake, Ohio, United States Vibra Travels Full time

    Job OverviewVibra Travels is currently seeking a travel nurse RN PCU - Progressive Care Unit for an exciting travel nursing opportunity in Ohio.About the RoleLocation: Westlake, OhioDuration: 13 weeksHours: 36 hours per weekShift: 12 hours, nightsThis position offers a unique chance to work with Vibra Travels, a reputable healthcare provider with a focus on...


  • Westlake, Ohio, United States Vibra Travels Full time

    Vibra Travels is a leading provider of travel nursing services, and we are currently seeking a skilled Travel Nurse RN for a 13-week contract in Westlake, Ohio.About the JobWe are looking for a qualified Registered Nurse to join our team as a Progressive Care Unit (PCU) nurse. The ideal candidate will have at least one year of experience in acute care and be...


  • Westlake, Ohio, United States Vibra Travels Full time

    About Vibra Travels">Vibra Travels is a renowned travel nursing agency that offers unparalleled opportunities for healthcare professionals to explore new destinations while advancing their careers. With a commitment to providing exceptional service, competitive pay, and comprehensive benefits, we empower our clinicians to thrive in a dynamic work...


  • Westlake, United States Corrigan Krause Harrison Harsar CPAS LLC Full time

    Job SummaryWe are seeking an experienced Estate, Gift and Trust Tax Professional to join our expanding Tax Department at Corrigan Krause. This role will be responsible for providing administrative support to our EGT Niche Director and assisting in the preparation of tax returns.About UsCorrigan Krause has been deeply committed to continuous growth and...


  • Westlake Village, California, United States Arthur Martinez & Associates, CPA Full time

    About the RoleAt Arthur Martinez & Associates, CPA, we are seeking a skilled Financial Operations Specialist to join our team. The ideal candidate will have experience in full-charge bookkeeping and be proficient in maintaining accurate and complete financial records.Key ResponsibilitiesRemote interaction with multiple clients to access financial data and...


  • Westlake, United States Equity Trust Full time

    This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after the probationary period. JOB OVERVIEWThe Onboarding Specialist for the Sales EI team supports institutional relationships by serving as a point of contact for establishing and funding new accounts. The ideal candidate for this role strives enhance and expand...


  • Westlake, United States Equity Trust Full time

    *This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after the probationary period.JOB OVERVIEW:The Social Media Specialist II cultivates the organization’s presence across social media platforms by evolving and maintaining the social media strategy and actively engaging with Equity Trust prospects, clients, and fans...


  • Westlake Village, California, United States Delta Companies Full time

    About the Role:We are seeking a highly skilled Orthopedic Rehabilitation Specialist to join our team at Delta Companies. As a Physical Therapist, you will work in an outpatient orthopedic setting, providing essential rehabilitation services to patients.Key Responsibilities:Provide individualized patient care and develop personalized treatment plansConduct...


  • Westlake Village, United States Ascendion Full time

    Located in Westlake Village, CA we are a growing estate planning law firm looking for a Senior Estate Planning attorney to join our team and hit the ground running!We offer a comprehensive compensation package including but not limited to:A base salary ranging from 130K-160K with large bonus opportunitiesLarge bonusesHealth benefits (Medical, Dental,...


  • westlake village, United States Ascendion Full time

    Located in Westlake Village, CA we are a growing estate planning law firm looking for a Senior Estate Planning attorney to join our team and hit the ground running!We offer a comprehensive compensation package including but not limited to:A base salary ranging from 130K-160K with large bonus opportunitiesLarge bonusesHealth benefits (Medical, Dental,...


  • westlake village, United States Ascendion Full time

    Located in Westlake Village, CA we are a growing estate planning law firm looking for a Senior Estate Planning attorney to join our team and hit the ground running!We offer a comprehensive compensation package including but not limited to:A base salary ranging from 130K-160K with large bonus opportunitiesLarge bonusesHealth benefits (Medical, Dental,...


  • Westlake Village, United States Ascendion Full time

    Located in Westlake Village, CA we are a growing estate planning law firm looking for a Senior Estate Planning attorney to join our team and hit the ground running!We offer a comprehensive compensation package including but not limited to:A base salary ranging from 130K-160K with large bonus opportunitiesLarge bonusesHealth benefits (Medical, Dental,...


  • Westlake, United States General Dynamics Information Technology Full time

    Type of Requisition:RegularClearance Level Must Currently Possess:Top Secret/SCIClearance Level Must Be Able to Obtain:Top Secret SCI + PolygraphPublic Trust/Other Required:NoneJob Family:Information SecurityJob Qualifications:Skills:Information Security, Information Security Management, Information System SecurityCertifications:NoneExperience:5 + years of...

  • Mobility Therapist

    1 week ago


    Westlake Village, California, United States Critical Connection, inc Full time

    Critical Connection, inc is a premier provider of travel healthcare staffing services seeking a skilled Mobility Therapist for an exciting opportunity in Westlake Village, California.Job SummarySpecialty: Outpatient Orthopedic Sports MedicineDuration: 13 weeks40 hours per weekShift: 8 hoursEmployment Type: TravelThis dynamic role will have you working with...


  • Westlake Village, California, United States Jobot Full time

    At Jobot, we're seeking an experienced Estate Planning Attorney to join our team of legal professionals. With a focus on boutique law firms, this role offers the unique opportunity to provide comprehensive estate planning solutions to clients in California.About the Opportunity:This position is ideal for a seasoned attorney with a strong background in estate...


  • Westlake Village, CA, United States Ascendion Full time

    Located in Westlake Village, CA we are a growing estate planning law firm looking for a Senior Estate Planning attorney to join our team and hit the ground running!We offer a comprehensive compensation package including but not limited to:A base salary ranging from 130K-160K with large bonus opportunitiesLarge bonusesHealth benefits (Medical, Dental,...