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Tax Analyst

Jersey City, NJ
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A financial firm is looking for a Tax Analyst to join their team in Jersey City, NJ.

Pay: $50-53/hr

Responsibilities:
  • Validate taxability of Corporate Actions using CCH, identifying impacts to cost basis
  • Update cost basis engine for all voluntary Corporate Actions based upon taxability
  • Manage monthly 1099B reconciliation for all reportable transactions
  • Management of daily Front Office inquiries regarding cost basis, taxability, and reporting
  • Provide support for remediation of cash reconciliation breaks in portfolio accounting system to support daily client reporting inquiries
  • Help validate/update cost basis on incoming transfer statements via CRBS or paper statements
  • Assist with generation of transfer statements for all deliveries to external brokers via CRBS or paper
  • Assist with generation of request statements for all incoming positions
  • Support year-end cost basis reconciliation
  • Adjust portfolio accounting to reflect reclassification of income
  • Assist with review of all transfer bookings between books and records vs cost basis engine
  • Cross train and provide support to other divisions of the ITO Tax Operations department when required
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