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    Cost Basis Reporting Associate - South Jordan, United States - IMS People

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    Description

    Job Description

    Job Description


    Job Description:

    What You'll Do:


    • Perform different levels of data analysis & reconciliation of cost basis supplier and in-house data.
    • Ensure that status reports produced are accurate, relevant, complete and actionable.
    • Assist team with review of year-end tax form (1099s, 1042-S, 2439 etc.) and related checkout.
    • Data testing and validation.
    • Support creation, modification and review of test plan and test summary documents.
    • Support the team in addressing cost basis related inquiries from our clients.
    • Root cause research and analysis for Cost Basis and tax reporting processes.

    Requirement:

    What You'll Bring:


    • Analytical thinker, with excellent written and verbal communication.
    • Attention to detail and tenacity.
    • Advanced knowledge in MS Office including Excel (required), Word (required), and Power Point (required).
    • Knowledge of tax reports.
    • Knowledge of Account and finance.


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