Job Description

Job Description

Job Description

JOB SUMMARY:

The US Tax Operations team is responsible for managing all reporting obligations for the Firm’s Wealth Management and Institutional clients, ensuring compliance with IRS regulations. The Gain & Loss department within this team maintains cost basis records and provides Gain/Loss reporting for assets in Wealth Management customer accounts. This role involves working with cross-organizational operations teams, addressing tax-related queries, reconciling discrepancies across systems, ensuring regulatory reporting accuracy (e.g., cost basis and withholding), and supporting requirements/testing for strategic platform initiatives. A major focus of the department is automation, including collaboration with technology teams to drive efficiency and reduce risk through automation tools and AI solutions.

Key Responsibilities:

• Manage cost basis records and Gain/Loss reporting for Wealth Management customer accounts.
• Work with cross-functional teams to resolve tax-related queries and discrepancies across multiple systems.
• Ensure accuracy of regulatory reporting related to cost basis, withholding, and other IRS compliance requirements.
• Support requirements gathering, testing, and implementation of strategic platform initiatives.
• Collaborate with technology teams to drive automation initiatives and efficiency improvements.
• Handle multiple concurrent projects and deliver within strict operational and annual deadlines.
• Exercise sound judgment and provide timely problem resolution.
• Contribute to departmental risk reduction efforts and overall process improvements.

Required Skills:

• Ability to work independently as well as collaboratively in a team environment.
• Strong time management, interpersonal, and problem-solving skills.
• Excellent organizational skills with the ability to prioritize multiple tasks under tight deadlines.
• High attention to detail and strong focus on quality of work.
• Strong judgment and decision-making skills.
• Commitment to continuous learning and professional development.

Qualifications:

• Bachelor’s degree in Business, Finance, Accounting, or related field (or equivalent financial industry experience).
• Understanding of general accounting principles as applied to the financial services industry.
• Knowledge of process controls and proficiency in database and spreadsheet applications.
• Proficiency with Microsoft Office applications, including Excel and Access.
• Strong communication skills, both written and verbal.

Preferred Skills:

• Knowledge of data modeling techniques.
• Familiarity with automation tools and AI-driven solutions in operations.

Certifications:

Not mandatory, but CPA or equivalent accounting/finance certifications would be a plus.

Education:

Bachelor’s degree required in Business, Finance, Accounting, or related discipline. 

Company Description

Compunnel Inc., established in 1994; is a leading provider of Staffing, IT/Software, e-Learning/Training, Business Intelligence, and Cloud Solutions. A leader in contingent and permanent workforce solutions, we also provide temp-to-hire staffing, project-based/SOW staffing, and payroll services to our esteemed clientele which includes Fortune 500 companies of diverse industry segments. Ranked as one of the largest staffing firms in the US which is our primary service market; we also have a significant presence in Europe and Asia. As a national service provider in the US, we are serving our customers all major states and regions; thereby generating numerous job opportunities for prospective employees in their preferred locations of choice.

We have witnessed multi-fold YOY growth, and continuously adding a large pool of talented resources to our employee base every year. Our extensive experience in hiring professionals of multiple in-demand skill sets (IT, Engineering, Healthcare, Admin-Clerical, Finance, Professional, Light Industrial, etc.) further makes Compunnel a wider and preferred platform for people to pursue their careers in the US. We welcome people from all walks of life and cultures, and we support workforce diversity by providing equal employment opportunities to people without any discrimination based on race, color, gender, religion, national/ethnic region, disability, or any other basis.

Company Description

Compunnel Inc., established in 1994; is a leading provider of Staffing, IT/Software, e-Learning/Training, Business Intelligence, and Cloud Solutions. A leader in contingent and permanent workforce solutions, we also provide temp-to-hire staffing, project-based/SOW staffing, and payroll services to our esteemed clientele which includes Fortune 500 companies of diverse industry segments. Ranked as one of the largest staffing firms in the US which is our primary service market; we also have a significant presence in Europe and Asia. As a national service provider in the US, we are serving our customers all major states and regions; thereby generating numerous job opportunities for prospective employees in their preferred locations of choice.\r\n\r\nWe have witnessed multi-fold YOY growth, and continuously adding a large pool of talented resources to our employee base every year. Our extensive experience in hiring professionals of multiple in-demand skill sets (IT, Engineering, Healthcare, Admin-Clerical, Finance, Professional, Light Industrial, etc.) further makes Compunnel a wider and preferred platform for people to pursue their careers in the US. We welcome people from all walks of life and cultures, and we support workforce diversity by providing equal employment opportunities to people without any discrimination based on race, color, gender, religion, national/ethnic region, disability, or any other basis.

Job Tags

Permanent employment, Temporary work, Work at office,

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