Brokerage Tax Analyst

Job description

Job Description: Brokerage Operations - Tax Analyst About the Role: If you have experience with retirement accounts and want to expand into the broader world of brokerage tax, this role offers a unique opportunity to do both. As a Brokerage Tax Analyst, you’ll help support retirement tax reporting while gaining exposure to complex brokerage tax concepts such as cost basis reporting, corporate actions, and regulatory compliance. You’ll work closely with operations, product, and technology teams to solve problems, improve processes, and help ensure accurate tax reporting for clients. Key Responsibilities: Retirement Tax Operations: - Support tax reporting and compliance activities related to retirement accounts including Traditional IRA, Roth IRA, SEP, SIMPLE, and employer-sponsored retirement accounts. - Analyze retirement-related transactions such as contributions, distributions, rollovers, conversions, and recharacterizations to ensure accurate tax treatment and reporting. - Assist in the preparation and validation of retirement tax forms including Forms 1099-R, 5498, 990-T and related IRS reporting requirements. - Research and resolve tax discrepancies, reporting questions, and o...