Senior Service Operations Specialist
About The Position
Serve as a highly skilled utility player for the Non-Qualified Brokerage Tax Reporting team, providing support across project execution, control management, coaching, analysis, and issue resolution. Partner effectively with leaders and cross-functional stakeholders to drive operational excellence, manage risk, and ensure regulatory compliance. Act as the primary leadership backup, support key performance and risk indicator management, perform analytical reviews, recommend process improvements, and contribute to the monitoring and enhancement of internal controls and compliance procedures.
Requirements
- Associate degree or equivalent.
- 3-5 years of experience in a Cost Basis/Tax Reporting role.
- Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience.
- Prior experience working on a customer service team, including a strong working knowledge of customer service processes, policies, techniques, and applicable regulations.
- Prior experience coaching or providing indirect leadership to others.
- Strong organizational and communication skills, including the ability to explain complex issues in a clear and understandable manner.
- Strong knowledge of business operations and processes in more than two areas.
- Good analytical, quantitative and problem-solving skills.
- Strong attention to detail, with the ability to work under tight timeframes and deadlines, while maintaining a high degree of accuracy.
- Excellent Microsoft Excel skills with experience in reconciliation and validation tasks.
Nice To Haves
- Experience supporting team and enterprise-level project implementation.
- Product-specific or financial services industry experience.
Responsibilities
- Support team and enterprise projects that impact Information Reporting and Withholding for reportable brokerage accounts as well as regulatory changes.
- Perform withholding reconciliation for all brokerage accounts, including retirement, domestic, and foreign clients, at the federal and state levels.
- Perform critical and complex year-end tasks, including validation and reconciliation activities, to ensure complete and accurate tax reporting.
Benefits
- vacation time
- sick time
- 401(k)
- health insurance
- dental insurance
- life insurance
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
