Crypto Tax Operations Associate
Core
Process transactions and tasks to support wealth management gain and loss reporting and ensure compliance with IRS regulations.
Role type
Associate level tax operations specialist
Builds
Client gain/loss reports and 1099 tax forms
Domain
Financial services / Wealth Management / Tax Operations
Required skills
Transaction processing, Client request handling, Issue escalation, Data quality control, System navigation, 1099 preparation
Preferred skills
Crypto and digital assets experience, Process improvement, Critical thinking, Analytical skills, Problem-solving
Responsibilities
Process transactions/tasks within coverage area, Respond to client requests with accuracy and speed, Follow escalation framework for issues, Research and update transactions on assigned data quality daily control reports, Contribute to projects related to 1099 preparation
Seniority
Associate (0-2 years experience)
