Tax Reporting Specialist

Chartwell Investment Partners

Memphis, TN, US
Not specified; base salary included; + compensatio...
Hybrid
Execute banking and financial transactions
Review and reconcile client tax data
Generate tax forms and resolve discrepancies
This role supports the Tax Reporting department by executing a variety of banking and financial transactions in alignment with established operational and regulatory procedures

Job Summary

  • This role supports the Tax Reporting department by executing a variety of banking and financial transactions in alignment with established operational and regulatory procedures.
  • The position offers a hybrid-friendly schedule requiring three days per week in the Memphis, TN location to balance flexibility and collaboration.
  • Candidates will be responsible for processing standard and complex tax-related activities, including reviewing client data and resolving discrepancies.

Matching Summary

This role supports the Tax Reporting department by executing a variety of banking and financial transactions in alignment with established operational and regulatory procedures.

Salary

Not specified; Base salary included; Additional compensation may include bonuses or commissions

Skills & Requirements

Must-have

  • Execute banking and financial transactions
  • Review and reconcile client tax data
  • Generate tax forms and resolve discrepancies
  • Follow established operational procedures
  • Strong attention to detail and analytical thinking

Nice-to-have

  • Hybrid work schedule flexibility
  • Collaboration with internal teams
  • Commitment to high-quality service
  • Fast-paced environment adaptability

Key Requirements

  • Bachelor's degree in Accounting, Business Administration, or Finance
  • High School diploma required if no Bachelor's
  • 7 to 12 months general work experience

Work Rights

Not specified

Tailored Resume

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