Operations Specialist, Tax & Cost Basis

Your opportunity

Tax and Cost Basis Operations (TCBO) is part of the Custody & Asset Services division of Operational Services. We are dedicated to leading a culture that delivers timely and accurate tax reporting in our efforts to build a world-class client experience, while providing a controlled and focused environment that allows our employees to feel valued and engaged. Explore an exciting and challenging opportunity to join an outstanding team within Operational Services that provides premier support to our clients for their tax reporting needs. The Withholding and Reconciliation is a niche group within Tax and Cost Basis Operations that serves to provide accurate tax reporting and reconciliations.

What you'll do:

• Provide support to tax form production
• Work collaboratively and optimally with others
• Effectively leverage tools and resources
• Partner with internal business partners to ensure compliance with regulations
• Provide vision, review and ownership for projects and productions
• Provide support during peak volumes for withholding reconciliations and filings
• Review and validate Schwab Bank tax and withholding reconciliation

What you have

Required Qualifications:

• 1+ years of experience in the tax and/or cost basis industry
• Bachelor's degree or equivalent experience in Accounting, Finance or Economics preferred
• Expertise in tax reporting

Preferred Qualifications: 

• Highly motivated and results driven
• Strong analytical skills, attention to detail, and a passion for service quality
• Proven tax and cost basis experience and knowledge framework
• Knowledge of IRS regulations in relation to broker/dealer reporting
• Excellent written and verbal communication skills
• Flexibility to work in an evolving environment as processes and procedures are developed
• Strong MS Excel skills, ability to work with large data sets
• Schwab Bank experience preferred
• Series 7 license preferred