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Job Role - Cost Basis Reporting Associate
Location - NYC, NY - Onsite
Duration - 12 Months
Primary 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
Top 3 Skills:
-Analytical thinker, with excellent written and verbal communication.
-Attention to detail and tenacity
-Advanced knowledge in MS Office including Excel (required), Word (required), and Power Point (required)