Representative - Brokerage Operations Tax
5.0/10
Fidelity Digital Assets
Not specified
Office / on-site
mid
about 1 month ago
May be outdated
fintechoperationscustomer serviceanalytical skillsPC skillsWordExcelPower Point
AI Summary
The vacancy provides a decent overview but lacks compensation details and specific KPIs.
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Description
What you'll do
- •Support client inquiries and maintain accurate cost basis and gain/loss information on tax forms.
- •Process service request items and provide expertise to clients.
- •Improve client experience and drive efficiency.
- •Ensure accurate and timely cost basis data for customers.
- •Support production of US Inland Revenue Services tax forms.
Requirements
- •Bachelor's Degree or equivalent work experience.
- •0-2 years’ experience in financial services/shared service model.
- •Strong customer service and analytical skills.
- •Self-motivated with a desire to learn.
- •Strong PC skills including Word, Excel, and Power Point.
- •Excellent communication and interpersonal skills.
- •Attention to detail and willingness to learn about IRS regulations.
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