Tax & Cost Reporting Specialist

U.S. Bank Center, 777 E Wisconsin Ave, Milwaukee, WI 53202, USA

Full-TimeDepends on ExperienceMid-LevelBachelors

Job Description

Provide high value service to internal and external clients in an environment that promotes Baird’s culture and the Operations mission and values statement. Ensure adherence to regulations, Baird policies, and department procedures and policies. Answer and/or initiate Financial Advisor and Client Specialist contact; answer routine questions and follow through on requests. Contribute to productivity, efficiency and effectiveness improvements to drive exceptional client service and risk mitigation. Work on special team projects or support other team members in their efforts. Update and maintain Baird’s cost basis system to ensure compliance with IRS Cost Basis Legislation requirements. Conduct audits and execute test plans to validate accuracy of account information on business service applications such as Tax Statements and Client Statements. Provide support, training and education to Financial Advisors, Client Specialists and other associates regarding cost basis, Tax Statements, Client Statements and financial industry regulations.

Where is this job?

This job is located at U.S. Bank Center, 777 E Wisconsin Ave, Milwaukee, WI 53202, USA

Job Qualifications

2+ years of experience in a financial services operations role is a plus.
Experience with SQL Server a plus.
SIE & Series 99 within 120 days of hire if role processes cash or security movements.
Ability to stay focused under pressure and to prioritize workload in order to effectively manage time.

Required Skills

Presentation skills
MS Word
Record Keeping Skills
Time Management Skills
MS Excel skills
Analytical skills (data driven)
SQL and macros skills

Soft Skills

Driven and self-motivated
Problem Solving Skills
Flexibility/Adaptability
Detail Oriented and Organized
Process Oriented
Verbal and Written Communication
Multi tasker

Compensation

According to JobzMall, the average salary range for a Tax & Cost Reporting Specialist in U.S. Bank Center, 777 E Wisconsin Ave, Milwaukee, WI 53202, USA is $47,000 to $70,000 per year. This range is based on salaries submitted by JobzMall users and data collected from various sources.

Additional Information

Baird is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Required LanguagesEnglish

Job PostedSeptember 12th, 2022

Apply BeforeMay 22nd, 2025

This job posting is from a verified source.

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