Tax Reporting Specialist

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.

Summary/Function:

This position will work closely with the Tax Reporting Manager to learn and assist with functions related to generating, and delivering 1099 tax reporting documents to clients of D.A. Davidson & Co. This position is responsible for creating and distributing client facing tax documents required of stock brokerage firms while ensuring that they comply with IRS requirements and industry best practices. This role requires collaboration with internal teams and external vendors to guarantee accurate and timely distribution of client tax forms, while maintaining the highest level of security for sensitive personal and financial data.

Qualifications:

•Strong organizational skills and attention to detail.

•Excellent problem solving and analytical skills.

•Highly detail-oriented.

•Keen eye for accuracy. 

•Strong fundamental math skills. 

•Strong communication skills, both oral and written. 

•Experience or general knowledge within the securities industry is a plus.

•Understanding of general accounting principles is beneficial. 

•Experience with creating or working with tax documents a plus. 

•Ability to use appropriate, professional language and grammar to effectively exchange ideas and information.

•Ability to work in a team environment and collaborate with other team members.

•Excellent customer service skills and the ability to work successfully with a variety of personalities and various management levels.

•General understanding of Microsoft operation system.

•Ability to work scheduled hours for complete coverage across all times zones in which we do business.

Duties:

•Create, review, and approve tax documents, including Form 1099, to our clients.

•Ensure compliance with IRS regulations and securities industry standards. 

•Work collaboratively with Operations Managers, Wealth Management, and branch staff to ensure optimum support levels. 

•Ensure timely and accurate delivery of tax documents to clients through secure digital platforms or mail.

•Verify the accuracy of all data included on tax forms.

•Ensure compliance with IRS deadlines for tax document distribution.

•Collaborate with internal teams to resolve discrepancies or issues with tax document information.

•Maintain accurate records of tax document distribution while maintaining the highest level of      security for sensitive financial data.

•Monitor for changes in IRS requirements and industry regulations related to tax documents.

•Perform various other duties as assigned.

What we offer:

Competitive salary plus excellent benefits and perks including, but not limited to:  

•Medical, Dental and Vision

•Company 401(k)and ESOP contribution 

•Generous sick, vacation, and maternity/parental leave

•Paid holidays

•Professional Development Opportunities

•Tuition Reimbursement ($15,000 lifetime cap)

•Discounted personal insurance including home, auto and recreational vehicles

•Charitable gift-matching program

•Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.  

The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.

D.A. Davidson has been in business for over 87 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity, and the belief that our Associates are our most important assets.  We hope you will consider joining us! 

At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy.