Support tax reporting and compliance activities related to retirement accounts including Traditional IRA, Roth IRA, SEP, SIMPLE, and employer-sponsored retirement accounts
Analyze retirement-related transactions such as contributions, distributions, rollovers, conversions, and recharacterizations to ensure accurate tax treatment and reporting
Assist in the preparation and validation of retirement tax forms including Forms 1099-R, 5498, 990-T and related IRS reporting requirements
Research and resolve tax discrepancies, reporting questions, and operational issues related to retirement account activity
Partner with operations teams to ensure retirement transactions are processed in accordance with IRS regulations
Partner with technology, product, operations, and compliance teams to ensure tax reporting accuracy
Contribute to requirements gathering and testing for system enhancements impacting tax reporting
Document processes, procedures, and regulatory interpretations to support operational consistency

Bachelor’s degree in Accounting, Finance, Business, or related field
2–4 years of experience in brokerage operations, retirement operations, or tax reporting
Foundational understanding of retirement account regulations and tax reporting
Strong analytical and problem-solving skills with the ability to investigate complex data issues
Ability to interpret regulatory guidance and apply it to operational processes
Strong communication skills and ability to work cross-functionally with multiple teams
Series 7 or 99 required or willingness to obtain within 180 days

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Brokerage Tax Analyst

Key skills