• Works within a team responsible for the analysis of tax information related to onboarding, withholding, cost basis and tax reporting
• Performs analysis and correction of daily transactions within systems of record. Escalate to appropriate party when missing data is identified
• Monitoring, researching and responding to incoming tax related correspondences within approved timelines
• Reviews and validates tax forms, updates system of record accordingly
• Reviewing Cost Basis Reporting System (CBRS) files and ensuring statements of information are sent appropriately in accordance with IRC
• Processing manual workarounds identified by queries, clearing out of balances as necessary and completing work items sent from Shareholders
• Ensure procedures are up to date with current processing
• Reconciles internal transfers between systems of record
• Cross-train on other department functions, acting as back up when necessary
• Willingness to learn tax concepts and enhance knowledge of tax reporting requirements
• Other duties as assigned

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