- Review nonresident alien account documentation, including W8 forms, and update account information based on IRS reporting requirements
- Prepare customer year-end IRS Forms including 1099, 1099R, 5498, and 1042-S
- 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
- Ability to read a 1099 and understand the logistics within
- Understand corporate actions and financial processing
- Knowledge of Phase3, Wall Street Concepts, GainsKeeper, and/or DTCC
- Bachelor's degree in accounting or finance preferred
- 3+ years' experience with tax and cost basis reporting in the brokerage industry
- CPA a plus
- Collaborative work environment
- Competitive Pay
- Yearly bonus and generous 401k plan
- Comprehensive benefits for you and your family starting Day 1
- Unlimited Paid Time Off
- 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)
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Tax Reporting Specialist - Chicago, United States - TradeStation
Description
#WeAreTradeStation
Who We Are:
What We Are Looking For:
The Tax Reporting Specialist will be responsible for reviewing and reconciling client tax reporting information. The position will include heavy focus on IRS cost basis reporting regulations as well as nonresident alien reporting. The ideal candidate must possess the ability to work in a fast-paced environment with attention to detail. The position will work closely with both Client Services and other departments in responding to client tax reporting issues.
What You'll Be Doing:
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.
#LI-Remote