skillventory - A Leading Talent Research Firm

Brokerage Tax Analyst

skillventory - A Leading Talent Research Firm

full-time

Posted on:

Location Type: Hybrid

Location: Westlake • Texas • United States

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Salary

💰 $66,000 - $125,000 per year

About the role

  • Support tax reporting and compliance activities related to retirement accounts including Traditional IRA, Roth IRA, SEP, SIMPLE, and employer-sponsored retirement accounts
  • Analyze retirement-related transactions such as contributions, distributions, rollovers, conversions, and recharacterizations to ensure accurate tax treatment and reporting
  • Assist in the preparation and validation of retirement tax forms including Forms 1099-R, 5498, 990-T and related IRS reporting requirements
  • Research and resolve tax discrepancies, reporting questions, and operational issues related to retirement account activity
  • Partner with operations teams to ensure retirement transactions are processed in accordance with IRS regulations
  • Partner with technology, product, operations, and compliance teams to ensure tax reporting accuracy
  • Contribute to requirements gathering and testing for system enhancements impacting tax reporting
  • Document processes, procedures, and regulatory interpretations to support operational consistency

Requirements

  • Bachelor’s degree in Accounting, Finance, Business, or related field
  • 2–4 years of experience in brokerage operations, retirement operations, or tax reporting
  • Foundational understanding of retirement account regulations and tax reporting
  • Strong analytical and problem-solving skills with the ability to investigate complex data issues
  • Ability to interpret regulatory guidance and apply it to operational processes
  • Strong communication skills and ability to work cross-functionally with multiple teams
  • Series 7 or 99 required or willingness to obtain within 180 days
Benefits
  • comprehensive health care coverage and emotional well-being support
  • market-leading retirement
  • generous paid time off and parental leave
  • charitable giving employee match program
  • educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
tax reportingcomplianceretirement accountsForms 1099-RForms 5498Forms 990-Tdata analysisIRS regulationsrequirements gatheringsystem testing
Soft Skills
analytical skillsproblem-solvingcommunication skillscross-functional collaboration
Certifications
Series 7Series 99