Tax and Cost Basis Operations is a part of the Custody & Asset Services division of Operational Services. We play a critical role for the firm in delivering timely and accurate tax reporting in our efforts to create a premiere client experience, while providing a controlled and focused environment that allows our employees to feel valued and engaged. Tax and Cost Basis Operations is under the Shared Support Services umbrella.
We are seeking an individual for either the Sr. Team Manager (59) or Team Manager (57) position and have the flexibility to hire at either job level depending on skills and experience to support Tax and Cost Basis Operations.
The Manager in Cost Basis Operations is a leader with passion towards executing as a member of a team committed to the highest level of client satisfaction. The position requires a dynamic leader who can empower, encourage and develop a complementary team responsible for performing and executing on our organization’s purpose and mission. In this role, you will manage a dynamic unit in charge of updating cost basis, providing cost basis reporting for inclusion on tax forms, and supporting unrealized and realized gain/loss information online and on statements to assist with tax planning and investment decisions. This is a fast paced, detail-oriented, high volume environment requiring the ability to interpret IRS regulations and build and cultivate relationships across the firm in order to be successful. In addition to a background in brokerage operations, the ideal candidate should possess experience effectively managing people at different stages in their career and professional development.What youre good at
Experience we look for to be considered for the Sr. Team Manager (59) role:
Experience we look for to be considered for the Team Manager (57) role: