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Tax Reporting Specialist in Chicago at TradeStation

Date Posted: 6/1/2024

Job Snapshot

Job Description

Who We Are:

TradeStation is an online brokerage firm seeking to level the playing field for self-directed investors and traders, empowering them to claim their individual financial edge.  At TradeStation, we're continuously pushing the boundaries of what's possible, encouraging out-of-the-box thinking and relentless search for innovation.

What We Are Looking For:
The Tax Reporting Specialist will be responsible for reviewing and reconciling client tax reporting information.  The position will include heavy focus on IRS cost basis reporting regulations as well as nonresident alien reporting.  The ideal candidate must possess the ability to work in a fast-paced environment with attention to detail.  The position will work closely with both Client Services and other departments in responding to client tax reporting issues.

What You'll Be Doing:
  • Review nonresident alien account documentation, including W8 forms, and update account information based on IRS reporting requirements
  • Prepare customer year-end IRS Forms including 1099, 1099R, 5498, and 1042-S
  • Review and reconcile cost basis reporting through GainsKeeper for all reportable accounts
  • Ensure proper tax withholding is applied to domestic and foreign clients
  • Review and reconcile retirement plan transactions to insure accurate tax reporting
  • Monitor incoming tax questions and determine the correct course of action
The Skills You Bring:
  • Ability to read a 1099 and understand the logistics within
  • Understand corporate actions and financial processing
  • Knowledge of Phase3, Wall Street Concepts, GainsKeeper, and/or DTCC
Minimum Qualifications:
  • Bachelor’s degree in accounting or finance preferred
  • 3+ years’ experience with tax and cost basis reporting in the brokerage industry
Desired Qualifications:
  • CPA a plus
What We Offer:
  • Collaborative work environment
  • Competitive Pay
  • Yearly bonus and generous 401k plan
  • Comprehensive benefits for you and your family starting Day 1
  • Unlimited Paid Time Off
  • Flexible working environment
  • TradeStation Account employee benefits, as well as full access to trading education materials
  • Pay Range (US) $75-88K (Countries outside of the US have differing ranges in accordance with local labor markets)

TradeStation provides equal employment opportunities to current and prospective employees, without regard to race, color, religion, sex, national origin, ancestry, sexual orientation, age, pregnancy, disability, handicap, citizenship, veteran or marital status, or any other legally recognized status entitled to protection under federal, state, or local anti-discrimination laws.



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