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Cost Basis Reporting Associate.

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New job

Hired by Matrix

2024-11-08 13:42:36

Job location New York City, New York, United States

Job type: fulltime

Job industry: Accounting

Job description



At-a-Glance:

Are you ready to build your career by joining a global financial institution. If so, our client is hiring a Cost Basis Reporting Associate.

Position Type:

Contract

Onsite

Required:

Analytical thinker,

Excellent written and verbal communication.

Attention to detail and tenacity

Advanced knowledge in MS Office including Excel (required), Word (required), and Power Point (required)

Responsibilities:

Perform different levels of data analysis & reconciliation of Cost Basis supplier and our inhouse data.

Ensure that the status reports produced are accurate, relevant, complete, and actionable.

Assist in the team with review of year-end tax form (1099s, 1042-S, 2439 etc.) and related checkout.

Data testing and validation

Support creation, modification and review of test plan and test summary documents

Support the team in addressing cost basis related inquiries from our clients.

Root cause research and analysis for Cost Basis and tax reporting processes

Get in Touch:

If you think you'd be a good match, submit your resume and reach out to Sachin at (phone number removed) to learn more.

Inform a friend!

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