Tax Reporting Manager

Job Summary

A company is looking for a Manager, Tax Reporting and Cost Basis.

Key Responsibilities

• Lead annual tax reporting cycles, including production of Composite 1099 statements and Forms 1042-S
• Execute and oversee withholding agent responsibilities under Chapter 3 and Chapter 4 (FATCA)
• Manage tax reporting vendor relationships and coordinate responses to tax-related audits and IRS notices

Required Qualifications

• 3+ years of hands-on tax reporting and/or cost basis experience at a securities broker-dealer
• Direct experience with Composite 1099 statements and Forms 1042-S production
• Working knowledge of Chapter 3 and Chapter 4 withholding and reporting requirements
• Series 7 registration (or ability to obtain)
• Strong understanding of IRS regulations covering securities products