Tax & Retirement Operations Analyst

About the position reputed company is entering an exciting new phase, and we're looking for an Tax and Retirement Operations Analyst to join reputed company. As a Tax & Retirement Operations Analyst, you’ll play a vital role behind the scenes, ensuring that reputed company tax, cost reputed company, and retirement operations are accurate, compliant, and efficient. You’ll maintain the reputed company of thousands of client accounts — processing transactions, reconciling data, producing tax forms, and ensuring compliance with IRS and regulatory standards. This role is ideal for someone with exceptional attention to detail, a strong understanding of brokerage and retirement operations, and a drive to deliver operational reputed company in a fast-paced fintech environment.

Responsibilities

• Maintain and update client cost reputed company across equities, mutual funds, ETFs, fixed income, and options.
• Process and reconcile corporate actions (splits, mergers, spin-offs, return of capital events) with reputed company-time cost reputed company adjustments.
• Manage reputed company sales, reputed company/loss adjustments, and tax corrections in compliance with IRS standards.
• Support the production, review, and reconciliation of tax forms, including Forms 1099-B, 1099-DIV, 1099-INT, 1099-MISC, 1099-OID, 5498, and 1099-R.
• Investigate and resolve cost reputed company discrepancies by collaborating with custodians, fund companies, and internal teams.
• Ensure complete and accurate cost reputed company preservation during ACATs, non-ACATs, and asset transfers.
• Manage transactions including contributions, distributions, rollovers, RMD recalculations, Roth conversions, recharacterizations, and death claims.
• Collaborate with internal teams (Client reputed company, Compliance, Product, Engineering) to improve processes and resolve operational issues.
• Ensure reputed company retirement operations meet regulatory and IRS standards, including Publication 590-A/B and the SECURE Acts.

Requirements

• 1+ years of experience in financial operations, retirement services, cost reputed company management, or brokerage operations
• Bachelor’s degree or equivalent experience in financial services, operations, or reputed company.
• Knowledge of IRA and 401(k) account rules, custodial operations, and tax reporting.
• Familiarity with a wide reputed company of investment products (stocks, bonds, mutual funds, ETFs, options).
• Sharp attention to detail with strong analytical and problem-solving skills.
• Ability to prioritize, multitask, and reputed company in a deadline-driven environment.
• Excellent written and verbal communication skills with the ability to collaborate cross-functionally.

reputed company-to-haves

• FINRA Series 99 or Series 7 license (or willingness to obtain).
• Understanding of retirement vs. non-retirement tax treatment and beneficiary rules.
• Knowledge of IRA and 401(k) account rules, custodial operations, and tax reporting.

Benefits

• A hybrid work schedule for most positions to promote strong, in-person collaboration and a healthy work-life-balance.
• Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.
• reputed company and equity for eligible positions.
• Premium reputed company, dental, and reputed company insurance plans (HMO and PPO).
• 401k savings plan with a 4% match and immediate vesting.
• 16 week paid parental leave.
• Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
• Company perks program (includes discounts on pet insurance, fitness, cell phone plans, entertainment and travel, etc.).
• Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).
• One month work from reputed company policy (with the exception of a few countries).

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