Tax Operations Specialist

  • location: Charlotte, NC
  • type: Contract
  • salary: $17 - $22 per hour
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job description

Tax Operations Specialist

job summary:
Randstad Professional has an excellent opportunity to work with a top tier bank in the financial industry.

This position is for an individual who can timely and accurately review, analyze, and validate tax information regarding securities information (primarily cost basis analysis). The forms they will be responsible for reviewing are primarily W-9, W-8 and 1099.

They will sit on the Tax Operations team for the Securities group, which focuses on validation, reporting, and withholding of tax information for large investments, mainly mutual finds and broker/dealer trades.

location: Charlotte, North Carolina
job type: Contract
salary: $17 - 22 per hour
work hours: 9 to 5
education: Bachelor's degree
experience: 5 Years
  • The candidate will be actively interacting with Finance, Trading desk, Management, Technology and other internal disciplines on a daily basis.
  • They will actively participate in projects where Brokerage related processes are in scope, perform required testing and sign-off when required.
  • They will also receive, process, record and track cost basis tax information regarding any equities trades.
  • Lastly, the candidate will be brought in to review/analyze the forms and identify which ones are showing errors (i.e. inaccurate cost basis, purchase info being transferred correctly from one broker to the next, etc.)
If Qualified please respond with resume attached in MS Word format and email to to discuss further

Click to Apply

skills: Tax Research, TAX, Corporate Tax, Tax Compliance, State & Local Tax, Income Tax, Tax Planning, tax audit
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

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