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GWIM Senior Operations Representative

Pennington, New Jersey

Job Description:

GWIM Tax Reporting Operations is responsible for multiple tax related functions to support IRS and State regulatory required tax reporting, withholding payments, and cost basis updates, primarily on behalf of GWIM investment and retirement accounts. The Sr. Operations Representative will be responsible for maintenance of Tax Lot Accounting methodologies and serve as a liaison between internal units/departments (PBIG, MLSN) in the immediate resolution of all problems related to Cost basis and Capital Change Transactions.  
Key Responsibilities:


Processing of all Exception Reports e.g. ACATS, Physical Transfer Statements, Simons, Cost Basis, Capital Changes, etc.
Participate in projects as it relates to New IRS Tax Guidelines aimed at improving the statement and/or underlying systems
Interpret, process and explain the Taxability information provided by Wolters Kluwer CCH, Internal Tax counsel and External Resources, Form  8937 and  Issuer statements

Required skills:

  • Excellent interpersonal skills
  • Proven ability to effectively service/resolve client inquiries
  • Strong oral and written communication skills
  • Ability to work effectively and efficiently as an individual contributor in a team set up
  • Positive and professional attitude in a team oriented fast paced work environment
  • Strong analytical and problem solving skills
  • Be able to adhere to the industry and IRS rules and regulations

 

Desired skills:

  • Proficient with Microsoft Office, Outlook, Word and Excel
  • Understanding of rules and regulations, policies and standards
  • Ability to create & run macros.
  • College degree preferred
  • Mandatory Overtime hours as needed

Job Band:

H7

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

GWIM Tax Reporting Operations is responsible for multiple tax related functions to support IRS and State regulatory required tax reporting, withholding payments, and cost basis updates, primarily on behalf of GWIM investment and retirement accounts. The Sr. Operations Representative will be responsible for maintenance of Tax Lot Accounting methodologies and serve as a liaison between internal units/departments (PBIG, MLSN) in the immediate resolution of all problems related to Cost basis and Capital Change Transactions.  
Key Responsibilities:


Processing of all Exception Reports e.g. ACATS, Physical Transfer Statements, Simons, Cost Basis, Capital Changes, etc.
Participate in projects as it relates to New IRS Tax Guidelines aimed at improving the statement and/or underlying systems
Interpret, process and explain the Taxability information provided by Wolters Kluwer CCH, Internal Tax counsel and External Resources, Form  8937 and  Issuer statements

Required skills:

  • Excellent interpersonal skills
  • Proven ability to effectively service/resolve client inquiries
  • Strong oral and written communication skills
  • Ability to work effectively and efficiently as an individual contributor in a team set up
  • Positive and professional attitude in a team oriented fast paced work environment
  • Strong analytical and problem solving skills
  • Be able to adhere to the industry and IRS rules and regulations

 

Desired skills:

  • Proficient with Microsoft Office, Outlook, Word and Excel
  • Understanding of rules and regulations, policies and standards
  • Ability to create & run macros.
  • College degree preferred
  • Mandatory Overtime hours as needed

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21074548

Band: H7

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Dawn Peterson

Referral Bonus:

0

Street Address

Primary Location:
1500 AMERICAN BLVD, NJ, Pennington, 08534