Job Description:

WeAreTradeStationWho 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, were continuously pushing the boundaries of whats 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 Youll Be Doing:Review nonresident alien account documentation, including W8 forms, and update account information based on IRS reporting requirementsPrepare customer year-end IRS Forms including 1099, 1099R, 5498, and 1042-SReview and reconcile cost basis reporting through GainsKeeper for all reportable accountsEnsure proper tax withholding is applied to domestic and foreign clientsReview and reconcile retirement plan transactions to insure accurate tax reportingMonitor incoming tax questions and determine the correct course of actionThe Skills You Bring:Ability to read a 1099 and understand the logistics withinUnderstand corporate actions and financial processingKnowledge of Phase3, Wall Street Concepts, GainsKeeper, and/or DTCCMinimum Qualifications:Bachelor's degree in accounting or finance preferred3+ years' experience with tax and cost basis reporting in the brokerage industryDesired Qualifications:CPA a plusWhat We Offer:Collaborative work environmentCompetitive PayYearly bonus and generous 401k planComprehensive benefits for you and your family starting Day 1Unlimited Paid Time OffFlexible working environmentTradeStation Account employee benefits, as well as full access to trading education materialsPay 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.#LI-Remote