Tax and Finance Operations Specialist
3 days ago
Job Overview
BCforward is seeking a highly skilled Tax and Finance Operations Specialist to join our team. In this role, you will be responsible for processing routine transactions according to established procedures and prescribed processes.
You will work with various operations functional areas such as analysis, report generation, opening new accounts, trade processing, payment processing, data entry, etc. Providing quality service and effective and efficient operations support for internal business partners and/or external customers and clients is an essential part of this role.
The successful candidate will be a part of our Cost Basis Team, handling inquiries and update requests received from clients via our system in regard to updates and research of cost basis reflecting in our Global Tax Lots system.
This position requires some independence of thought, but the ability to refer complex problems to the Operations Team Manager and/or Supervisor is also expected. Generally, 1 year or more experience is preferred.
Responsibilities:
- Process routine transactions according to established procedures and prescribed processes.
- Work with various operations functional areas including analysis, report generation, opening new accounts, trade processing, payment processing, data entry, etc.
- Provide quality service and effective and efficient operations support for internal business partners and/or external customers and clients.
- Handle inquiries and update requests received from clients via our system in regard to updates and research of cost basis reflecting in our Global Tax Lots system.
- Refer complex problems to the Operations Team Manager and/or Supervisor when necessary.
Requirements
- 1 year or more experience in a similar role.
- Strong analytical and problem-solving skills.
- Ability to work independently and as part of a team.
- Excellent communication and interpersonal skills.
What We Offer
BCforward offers a competitive salary and benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off. The estimated salary for this role is $73,200 - $93,600 per year.
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