Tax Operations Coordinator

Summary

Client is seeking a Tax Operations Coordinator. 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.

Requirements

Competencies Required

· Critical Competencies:

· Ability to delegate to ensure company objectives are achieved and standards are met.

· Clear and professional communication that conveys expectations and reasoning to ensure timely completion of the objective.

· Identify, prioritize and execute necessary actions to achieve an objective or an idea within the provided deadlines.

· Ability to use judgement on complex issues and document reasoning.

· Knowledge of IRS tax reporting regulations as it pertains to 1099 & 5498 reporting

· Important Competencies:

· Adhere to all pertinent rules, regulations, policies, best practices, and ensure behavior in the organization meets the company’s standards of conduct

· Communicates information required by others in a concise, direct, and unambiguous way.

· Empathetic communication that strives to ensure that the receiver clearly understands the specifics and function of the message.

· Produce thorough, well-organized documentation that meets government, industry, or organizational standards.

· Supporting Competencies:

· Open and objective approach to conflict management with the intention of resolving issues in an unemotional and constructive manner.

· Resilient under pressure and adversity while remain optimistic and persistent and maintain focus on objectives.

· Flexible workstyle that can react to competing demands and shifting priorities.

· Skilled in the use of multiple PC applications.

· Knowledgeable in statistical measures and tools.

Qualification Standards

· Four or more 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

Schedule:

• Day shift
• Monday to Friday

Experience:

• Tax Operations Coordinator: 5 years (Preferred)
• SIMPLE Tax system: 5 years (Preferred)
• Update Standard Operating Procedures: 5 years (Preferred)

Work Location: In person

Salary : $75,000 - $85,000