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Kforce Tax Reporting Specialist in Saint Louis, Missouri

Kforce has a client that is seeking a Tax Reporting Specialist in Saint Louis, Missouri (MO). Responsibilities:

  • Audit monthly client statement activity and validate the accuracy of reportable information loaded to tax forms

  • Determine if the tax form captures the appropriate data and assign a Pass/Fail grade

  • Escalate issues (Fails) to leader

  • Collect, validate, and enter rate data from vendor websites securities for US & Canadian securities

  • Perform quality reviews on rate information and income reallocations manually and automatically loaded into the tax system

  • Assist department with 990- T Tax preparation, including EIN applications, mail tracking, and compilation of security transaction data such as buy, sell, merger and stock splits for retirement accounts

  • Load tax forms and documentation to client accounts, adjusting system print flags to ensure accurate tax slip production

  • Validation at the CUSIP level of end of the year tax reporting impact on client tax forms

  • Client focused experience

  • Tax or Accounting experience beneficial

  • Proficient in Microsoft Office, including intermediate level Excel with the ability to create formulas, calculations, etc.

  • Strong attention to detail and math aptitude

  • Willingness to quickly learn new processes and systems through hands on, on-the-job training

  • Excellent verbal and written communication skills

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.Compensation Type:HoursMinimum Compensation:0.00Maximum Compensation:0.00

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