Tax Operations Analyst

What you'll do

• Prepare, review, and deliver year-end tax forms including 1099s and 1042-S for various investment products.
• Manage electronic filing of information returns through FIRE and IRIS systems while resolving IRS rejections.
• Monitor and validate withholding processes for non-resident aliens, backup withholdings, and state requirements.
• Ensure accurate cost basis calculations and reporting for equities, fixed income, options, and mutual funds.
• Perform data quality reviews and reconciliations between internal systems and external sources to ensure integrity.
• Resolve client inquiries regarding tax reporting, cost basis methodology, and IRS notices via the service desk.
• Identify opportunities to automate workflows and improve operational procedures to reduce manual intervention.

What we're looking for

• Experience in brokerage tax operations or financial services reporting is preferred.
• A Bachelor’s degree in finance, Economics, Business Administration, Accounting, or a related field is preferred.
• Proficiency in Microsoft Office, particularly Excel, is required.
• Knowledge of SQL, data analysis, and Claude AI is highly desirable.
• Experience with tax reporting systems (FIRE/IRIS), BigQuery, and PostgreSQL is a plus.
• Familiarity with Python scripting for data analysis and automation is valued.
• Ability to analyze complex data to identify and resolve issues across multiple client environments is required.
• Excellent verbal and written communication skills are required to explain complex tax concepts.