Job Description: Working Hours: 8:00-16:30 The Purpose of Your Role You will work within an exciting, dynamic Tax Services environment and be responsible for supporting client inquiries, maintaining, and providing accurate cost basis and gain/loss information on tax forms and client channels. […]
The global Cost Basis Service team receives systematic service requests and telephone calls to support the tracking of cost basis information, which is necessary to accurately report information on IRS form 1099 for retail, institutional, advisory firm, and correspondent broker dealer customers. […]
The...