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    Tax Specialist/Tax Preparer - Chicago, IL, United States - TradeStation

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    Description

    TradeStation is an online brokerage firm seeking to level the playing field for self-directed investors and traders, empowering them to claim their individual financial edge.

    At TradeStation, we're continuously pushing the boundaries of what's possible, encouraging out-of-the-box thinking and relentless search for innovation.
    The Tax Reporting Specialist will be responsible for reviewing and reconciling client tax reporting information. The position will work closely with both Client Services and other departments in responding to client tax reporting issues.
    Review nonresident alien account documentation, including W8 forms, and update account information based on IRS reporting requirements
    Review and reconcile cost basis reporting through GainsKeeper for all reportable accounts
    Ensure proper tax withholding is applied to domestic and foreign clients
    Review and reconcile retirement plan transactions to insure accurate tax reporting
    Monitor incoming tax questions and determine the correct course of action
    Understand corporate actions and financial processing
    Bachelor's degree in accounting or finance preferred
    ~3+ years' experience with tax and cost basis reporting in the brokerage industry

    Flexible working environment
    TradeStation Account employee benefits, as well as full access to trading education materials
    Pay Range (US) $75-88K (Countries outside of the US have differing ranges in accordance with local labor markets)

    TradeStation provides equal employment opportunities to current and prospective employees, without regard to race, color, religion, sex, national origin, ancestry, sexual orientation, age, pregnancy, disability, handicap, citizenship, veteran or marital status, or any other legally recognized status entitled to protection under federal, state, or local anti-discrimination laws.


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