Partnership Tax Manager providing tax consulting services for partnership clients with resources to excel. Collaborating with the Partnership Tax team for tax savings opportunities.
SF
Hybrid Brokerage Tax Analyst
Posted 2 days ago
About the role
- Brokerage Tax Analyst supporting retirement tax reporting and compliance while collaborating across teams to ensure accurate tax reporting. Analyzing transactions and preparing IRS forms for retirement accounts.
Responsibilities
- 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 operational issues related to retirement account activity
- Partner with operations teams to ensure retirement transactions are processed in accordance with IRS regulations
- Partner with technology, product, operations, and compliance teams to ensure tax reporting accuracy
- Contribute to requirements gathering and testing for system enhancements impacting tax reporting
- Document processes, procedures, and regulatory interpretations to support operational consistency
Requirements
- Bachelor’s degree in Accounting, Finance, Business, or related field
- 2–4 years of experience in brokerage operations, retirement operations, or tax reporting
- Foundational understanding of retirement account regulations and tax reporting
- Strong analytical and problem-solving skills with the ability to investigate complex data issues
- Ability to interpret regulatory guidance and apply it to operational processes
- Strong communication skills and ability to work cross-functionally with multiple teams
- Series 7 or 99 required or willingness to obtain within 180 days
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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