Tax Operations Specialist

2 weeks ago


Charlotte, North Carolina, United States Collabera Full time
Tax Operations Analyst Job Description

We are seeking a highly skilled Tax Operations Analyst to join our team at Collabera. As a Tax Operations Analyst, you will be responsible for handling cost basis reporting inquiries, working within Tax Operations, and performing data analysis.

Key Responsibilities:
  • Handle cost basis reporting inquiries, including daily maintenance of cost basis reconciliation for client holdings, research and resolution of cost basis reporting exceptions, and assessing corporate actions and determining the resulting cost basis implications.
  • Work within Tax Operations, displaying a functional understanding of tax-related systems, data sets, tax components, and platform processes to complete record analysis.
  • Perform data analysis, including analyzing financial datasets, payment files, and banking records for reportable and non-reportable cash deposits, and enhancing and formatting financial datasets using Excel.
Requirements:
  • 4+ years of experience in Tax Operations and Financial Reporting, with a strong understanding of withholding and tax requirements.
  • Accounting knowledge and data analysis experience, with a focus on reconciling data, records analysis, data mining, and financial reporting.
  • Highly skilled in Excel, with expertise in pivot tables, v-lookups, macros, and other advanced features.
Why Join Us:

As a Tax Operations Analyst at Collabera, you will have the opportunity to work with a talented team of professionals, develop your skills and expertise, and contribute to the success of our organization.



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