Job Description
JOB SUMMARY:
COMPETENCIES REQUIRED:
Critical Competencies:
- The Tax Operations Coordinator oversees the production, delivery, and compliance of annual client tax reporting to the IRS.
- This role ensures the organization meets IRS reporting requirements while mitigating risks.
- The ideal candidate possesses deep expertise in broker-dealer transactions, IRS tax rules, and 1099/5498 document creation.
- Strong communication skills, effective time management, and cross-department collaboration are essential.
- Project management experience or familiarity with managing complex projects is preferred.
- Adaptability, resilience, and problem-solving skills are critical for success in this role.
COMPETENCIES REQUIRED:
Critical Competencies:
- Delegation skills to ensure company objectives and standards are met.
- Clear, professional communication that co...