Retirement Govt Reporting Analyst
Core
Conduct routine analysis and tests of cost basis and tax reporting components to ensure accurate IRS client tax reporting forms and maintenance of tax lots for cost basis calculations.
Role type
Senior IC financial reporting analyst (cost basis & tax)
Builds
IRS tax reporting forms and cost basis tax lots for financial advisors and clients
Domain
Financial services / Wealth management / Tax compliance
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Data analysis, Systems evaluation, Quality control processes, Cost basis procedures, Tax reporting procedures, Process improvement, Audit support, UAT testing
Preferred skills
FINRA licenses, Retirement account tax reporting experience, Microsoft Access, Microsoft Excel
Technologies
Microsoft Excel, Microsoft Access
Responsibilities
Analyze reports and data to determine actionable business intelligence, Support internal/external audit and risk management review of QC processes, Lead projects and UAT testing on behalf of the business, Resolve escalated issues and review for training opportunities, Maintain processes and improve operational efficiency, Share trends and pain points with leadership to find solutions
Seniority
Mid-level, hands-on IC
