Associate Tax Analyst

4 weeks ago

Roanoke, Texas, United States Fidelity TalentSource LLC Full time

Job Description:

The Role

The Cost Basis Associate Analyst supports client inquiries and maintains client cost information for accurate cost basis and gain/loss information on tax statements and client channels. This role involves cost basis research, lot cost updates, and explanation of cost basis calculations to institutional and retail clients. The Associate Analyst is expected to become a subject matter expert and assist with updates of policies and procedures. The team aims to improve the client experience, reduce client effort, and drive efficiency.

  • Understanding IRS cost basis regulations and communicating them to clients
  • Providing excellent service while answering involved cost basis and tax inquiries
  • Analyzing complex positions activity and performing cost basis adjustments using spreadsheets and manual calculations
  • Joining peer groups to advance department initiatives
  • Effective communication when resolving issues and providing exceptional customer service
  • Understanding the unique needs of each business group supported by the organization

The Expertise and Skills You Bring

  • Bachelor's Degree or equivalent work experience
  • 3+ years of proven experience working in the financial services industry
  • 1+ years of inbound call center experience
  • Prior cost basis reporting experience and processing in a high-volume seasonal tax environment
  • Strong analytical skills
  • Strong customer service skills

The Team

The Cost Basis Service team receives phone calls and processes service requests to support the tracking of tax and cost basis information. The goal is to ensure accurate tax reporting while improving scalability to support a growing customer population and providing the best customer experience.

The base salary range for this position is $47,000-$74,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

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.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts people's lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested.

We invite you to Find Your Fidelity at https://www.fidelity.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.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to HRAccommodationTeam@fidelity.com.

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