Key skills
Leadership
About this role
Role Overview
- resolve escalated, high-complexity cost basis issues involving multi-system discrepancies, ambiguous tax lot scenarios, and advanced corporate action impacts
- lead and execute audit reviews for accuracy, completeness, and regulatory standards
- own advanced UAT cycles and validate new platform functionality prior to release
- identify operational risks within the cost basis function and recommend strategic process improvements
- document advanced procedures and contribute to the refinement of departmental controls and internal standards
- serve as the subject-matter expert for internal partners including Product, IT, Operations, and leadership
- mentor and train Client Support Specialists — Cost Basis on advanced topics, complex case handling, and best practices
- partner with Product and IT teams on enhancement requests, defect documentation, and release validation
- coordinate with custodians on complex data issues requiring escalated resolution
- lead or contribute to documentation redesign and workflow optimization initiatives within the cost basis function
Requirements
- Bachelor's degree in Finance, Accounting, Business Administration, Finance, or related field as preferred
- minimum of two (2) years of significant financial industry experience as required
- prior experience in cost basis, tax lot reconciliation, or accounting operations as preferred
- demonstrated expert-level knowledge may substitute for years of experience
- experience leading audit reviews or UAT cycles as preferred
- prior mentorship or training responsibilities as preferred
- familiarity with Orion platform and custodian coordination processes as preferred
- expert knowledge of cost basis methodology including all gain/loss methods (FIFO, LIFO, specific identification, average cost), tax lot management, and wash sale rules
- expert understanding of corporate actions and their cascading impact on tax lot accuracy and cost basis reporting
- ability to resolve high-complexity, multi-system cost basis discrepancies with sound analytical judgment
- deep understanding of IRS cost basis reporting requirements and financial industry regulatory standards
- ability to validate new platform functionality against cost basis rules and regulatory expectations during UAT cycles
- ability to own and manage relationships with stakeholders directly and work effectively with people at all levels in an organization
Benefits
- health, dental, vision, and disability coverage on day one
- 401(k) plan with employer match
- paid parental leave
- pet benefits including pawternity leave and pet insurance
- student loan repayment and more