Baird
Finance / FinServ
SrTax&CostReportingAnalyst
“Sr Tax & Cost Reporting Analyst at Baird. Skills: Tax & Cost Reporting, client tax statements, IRS filings, Internal Revenue Code and IRS regulations, regulatory compliance, process optimization. overseeing the preparation, production, and issuance of client tax statements and IRS filings. maintaining deep expertise in the Internal Revenue Code and IRS regulations applicable to tax information reporting”
What You'll Achieve.
ensuring timely delivery in support of critical business success measurement goals as defined in Operations; ensure that the operating unit is positioned to meet and exceed the needs relative to key Operations activities and Baird clients; consistently deliver accurate, high-quality results in a fast-paced environment
Industry & Context.
complex problem solving; Advanced analytical and problem-solving skills
What They're Looking For.
Must Have
Bachelor's degree with 7+ years of relevant experience, SIE and Series 7 licenses required or willingness to obtain within 120 days of hire, tax information reporting expertise, including financial income reporting and IRS tax filings, Advanced analytical and problem-solving skills, understanding of data integrity best practices and data analysis (e. g. , SQL), Advanced proficiency with Microsoft SQL Server Management Studio, working knowledge of Microsoft Office tools (Word, Excel, Outlook, PowerPoint, Power BI, Visio, SharePoint), Demonstrated ability to manage multiple priorities, work under pressure, meet deadlines, and consistently deliver accurate, high-quality results in a fast-paced environment, Broad understanding of operational procedures and processes, planning skills, ability to lead through indirect lines of management
Nice to Have
preferably across multiple functions within a diversified financial services firm or regulatory environment, deep knowledge of client services policies and procedures, Kubernetes a plus
What You'll Do.
overseeing the preparation
and issuance of client tax statements and IRS filings
maintaining deep expertise in the Internal Revenue Code and IRS regulations applicable to tax information reporting
delivering complex problem solving
ensuring regulatory compliance
leading process optimization efforts across tax and cost reporting activities
long-term strategic planning
data integrity oversight
productivity and efficiency initiatives
monitoring and maintaining expertise in the Internal Revenue Code and IRS regulations applicable to tax information
assess regulatory changes and implement necessary process
or documentation updates to ensure compliance
Execute the preparation
and issuance of client tax statements and Internal Revenue Service (IRS) filings for Consolidated 1099 (1099-B
and 5498-ESA including coordination of mailing
Provide complex problem solving to help define and deliver on long-term strategic planning efforts
Identify opportunities for optimizing business productivity
ensure data integrity expertise throughout the process
efficiency and effectiveness initiatives (PE&E)
develop and implement new procedures to monitor productivity
quality output levels and increased efficiency
Maintain an understanding of the issues with internal partners and share information and key updates with the Operations team
Oversee the reconciliation of portfolio accounting and performance system data and custodian data
Develop and maintain procedures and audit tax reporting processes including reconciling to the multiple source systems to ensure accuracy of the client consolidated tax statements
Drive resolution of issues / ineffectiveness with Baird vendor and implementation of vendor technology investment
Partner and actively interact with their Manager
Technical Lead and Operations leadership as a productive and collaborative member of the Operations team
Support team as the subject matter expert on regulations and policies
understand end-to-end processes
Work with SQL and macros on a daily basis
How You'll Work.
Team & Collaboration
collaborate with partners at all levels of the organization; Partner with Operations leadership; Maintain an understanding of the issues with internal partners and share information and key updates with the Operations team; Partner and actively interact with their Manager, Technical Lead and Operations leadership as a productive and collaborative member of the Operations team; thrives in a collaborative team environment
Communication Scope
ability to communicate effectively; excellent interpersonal, negotiation, influencing, and communication skills; able to convey complex issues credibly to internal and external stakeholders
Process & Methodology
strategic project management, independently drive the execution of key Operations initiatives, long-term strategic planning efforts, planning skills, ability to lead through indirect lines of management
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