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Hired by Matrix, Inc · 12 hours ago

Tax Operations Compliance Reporting Specialist

South Jordan, UT

Contract

Onsite

New Grad, Entry Level

Hired by Matrix, Inc is a global financial institution, and they are seeking a Tax Operations Compliance Reporting Specialist. The role involves ensuring compliance with IRS regulations and managing reporting for assets held in Wealth Management customer accounts.

Human ResourcesMarketingStaffing Agency

Growth Opportunities

Responsibilities

Ensuring compliance with the IRS regulations

The team is primarily located in Utah with additional coverage in New York and India

The Gain & Loss department maintains cost basis records and provides Gain/Loss reporting for assets held in Wealth Management customer accounts

The Tax teams work closely with cross-organizational operations teams, handle related queries, reconcile discrepancies between various processing systems, ensure accuracy of regulatory reporting (e.g. cost basis and withholding), and support requirements and testing of strategic platform initiatives

Qualification

Accounting principlesDatabaseSpreadsheet applicationsBachelor’s Degree in BusinessJudgment skillsCommitment to personal developmentSuperior Communication SkillsTime management skillsInterpersonal skillsProblem-solving skillsAttention to detail

Required

Bachelor's Degree in a Business field and/or experience in the Financial Industry

Understanding of general accounting principles as they apply to the industry

Understanding of general process controls, with knowledge of database, spreadsheet applications, and data modelling, including Microsoft Excel, Access and other Office applications

Superior Communication Skills, both oral and written

Ability to work well independently and within a team environment

Excellent time management, interpersonal, and problem-solving skills

Ability to concurrently manage multiple projects, and prioritize effectively to meet tight and enforced operational and annual deadlines for the firm

Attention to detail and quality of work

Ability to consistently exercise sound and decisive judgment

Commitment to personal development

Company

Hired by Matrix, Inc

Hired by Matrix is a staffing and recruiting company specializing in administrative, clerical, and marketing staffing services.

Founded in 1986

Glen Rock, New Jersey, USA

201-500 employees

http://hiredbymatrix.com

Funding

Current Stage

Growth Stage

Leadership Team

Sharon Olzerowicz

President/CEO

Company data provided by crunchbase