Title: US Tax Operations - Gain & Loss Analyst
Location: 680 West 10000 South, South Jordan, UT 84095
Requirements:
• Bachelor’s Degree in a Business-related field and/or experience in the Financial Industry
• Understanding of general accounting principles as applied in the financial sector
• Knowledge of process controls, database management, spreadsheet applications, and data modeling (Microsoft Excel, Access, and other MS Office tools)
• Ability to work independently and collaboratively within a team environment
• Excellent time management, interpersonal, and problem-solving skills
• Strong attention to detail and focus on accuracy and quality
• Ability to manage multiple projects and meet strict deadlines
• Strong communication skills, both oral and written
• Ability to make sound, decisive judgments
• Commitment to ongoing personal development
Responsibilities:
• Support the US Tax Operations team, focusing on Wealth Management and Institutional client reporting
• Ensure compliance with IRS regulations and firm reporting obligations
• Maintain cost basis records and generate Gain/Loss reports for MS Wealth Management customer accounts
• Collaborate with cross-functional operations teams to resolve issues and reconcile discrepancies
• Ensure regulatory accuracy in reporting (e.g. cost basis and withholding)
• Participate in testing and support of strategic platform initiatives
• Respond to related queries and assist in continuous process improvement
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