Tax Basis Accountant SUMMARY Perform both routine and non-routine tasks to maintain analyze and report on tax lot cost basis adhering to new 2011 2013 IRS Basis Regulations on Brokerage Accounting System and Portfolio Management System. Provide support to Government Reporting Department for reporting tax lot cost basis and realized profits losses to the IRS and clients.Responsible for keeping abreastof all IRS regulations regarding recording retention updating and transferring tax lot cost basis information. ESSENTIAL DUTIES AND RESPONSIBILITIES Perform daily maintenance functions on brokerage system and portfolio systems for establishing and maintaining portfolio account s tax lots and cost basis. Respond...read moreApply NowCompany
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