Tax Operations Financial Analyst

2 weeks ago


Pennington, Alabama, United States Collabera Full time
Position Overview:

The Tax Operations team within Wealth Management is tasked with a variety of tax-related responsibilities essential for compliance with IRS and State regulations. This includes the preparation and reporting of tax information, as well as managing withholding payments and updates to cost basis for investment and retirement accounts.

Key Responsibilities:

  1. Ensure accurate information reporting to the IRS for retail investment accounts.
  2. Monitor and analyze various reports to comply with regulatory deadlines and requirements.
  3. Facilitate the timely delivery of tax documentation to clients.

This role is crucial in maintaining the integrity of tax operations and supporting the overall objectives of Wealth Management.



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