What are the responsibilities and job description for the Tax Coordinator position at CONSULTREE CONSULTING SERVICES LLC?
Job Description:
The Tax Operations Coordinator is responsible for production, delivery and compliance of client annual tax reporting to the IRS. This position is tasked with ensuring that the organization meets our IRS reporting requirements while minimizing organizational risks.
** The ideal candidate has a deep understanding of broker dealer transactions, IRS reporting requirements and tax rules, and knowledge of all aspects of 1099 and 5498 document creation. The individual should possess clear and concise communication skills; effective time management; ability to work across multiple departments; have project management experience and/or understand the concepts and process of managing a project and be resilient and adaptable to change while providing creative solutions to complex problems.
This position is considered an essential role day 1, meaning employees in this role must be able to perform their responsibilities remotely as deemed applicable and necessary by your manager and the Company without a lapse of time should a business continuity situation arise e.g., COVID-19 Pandemic.
Qualifications:
4 years desired industry experience specific to 1099 & 5498 tax reporting for a Broker/Dealer or other financial institutions. Bachelor’s degree preferred Available for overtime Series 6 and 26 preferred
Job Type: Full-time
Pay: $75,000.00 - $85,000.00 per year
Ability to Commute:
- Santa Barbara, CA 93101 (Required)
Ability to Relocate:
- Santa Barbara, CA 93101: Relocate before starting work (Required)
Work Location: In person
Salary : $75,000 - $85,000
