Vice President, Tax Reporting

Wedbush Securities is one of the largest securities firms andinvestment banks in the nation. We provide innovative financialsolutions through our Wealth Management, Capital Markets, Futuresand Advanced Clearing & Prime Services divisions. Headquarteredin Los Angeles, California with over 100 offices and more than 80correspondent offices, our commitment to providing relentless,customized service is the foundation of our consistent growth. The Securities Processing Division in our Jersey City office isseeking a Vice President, Tax Reporting to join our team. Responsibilities include, but are not limited to: Lead a team of tax operations professionals to ensure clienttax reporting needs are met Review Tax Ops process to ensure current activities are fitfor purpose and meet all regulatory requirements Ensure all new IRS initiatives are understood and met Manage daily tax reporting activities to ensure withholding,reporting, and reconciliations are completed correctly and on time Analyze and correct cost basis and/or tax records on FidelityInformation Services (FIS)/Refinitiv service bureau platformsusing cost basis engines Scivantage/TAXL and tax reporting systems Analyze and correct records transmitted to Wall StreetConcepts – Compliance Plus tax reporting module in preparation foryear-end cut over and the generation of the following tax forms:1099 Consolidated Tax Statement, 1042S, Form 2439, Form 1097 BTCand the Puerto Rico 480 series Analyze and process cost basis changes when Reorganizationevents such as stock splits, spin offs, reverse splits, rightsexercise, warrant exercise, mergers, tender offers occur Manage, analyze, and input missing cost basis received frombroker dealer account transfers, certificate deliveries, DWACs,DRS’ and book entry movements Manage, analyze, and ensure cost basis on outgoing brokerdealer account transfers, physical deliveries, DWACs, DRS’ andbook entry movements are delivered Assist Salesforce team with daily cost basis and tax relatedinquiries and instructions Perform other tasks and duties as assigned Experience and Skills Bachelor’s Degree from an accredited university, preferably inMath, Business, or related field preferred Proficient with MS Word, Outlook, Access and PowerPoint required Proficient Excel skills preferred (must know VLOOKUP) Knowledge of SQL a plus, but not required Knowledge of SunGard Phase 3, BETA, DTC PBS/PTS Excellent math, reading comprehension, verbal and writtencommunication skills Professional presentation and effective interpersonal skillsis a must Aptitude for numbers and demonstrated problem solvingabilities required Experience working with Refinitiv/TAXL or FIS/Scivantage preferred What Wedbush Offers You Wedbush Securities offers robust benefits to our colleagues. Comprehensive medical, dental, and vision coverage withmultiple health plan options for you and your family Health Savings Account with company-sponsored contributions Flexible Spending Accounts (FSA) traditional and dependent care 401(k) plan with discretionary, competitive company matchingand profit-sharing contributions Tuition reimbursement up to $5,250/year 3 weeks of Paid Time Off 2 weeks of Paid Sick Time (may vary by location) 10 Paid Holidays Charitable Donation Matching Contributions Paid Leave (Military, Jury Duty, Volunteer Time Off,Disability, etc.) FINRA License Sponsorship Travel & Employee Assistance and Employee Discount Programs Decisions regarding compensation are determined on acase-by-case basis and are dependent on a variety of factorsincluding but not limited to skill sets; experience and training;licensure and certifications; and other business and organizationalneeds. The hiring salary range for this role is $110,000-$155,000.At Wedbush, it is not typical for an individual to be hired at, ornear, the top of the range for their role. Colleagues may beeligible for additional, discretionary incentive compensation basedon the colleague’s and the firm’s performance. Wedbush Securities (WS) is proud to be an Equal EmploymentOpportunity employer. WS does not discriminate based on race,religion, color, creed, sex, sexual orientation, gender, genderidentity or expression, national origin, ancestry, citizenshipstatus, registered domestic partner status, uniform service memberstatus, marital status, pregnancy, age, medical condition,disability, genetic information, family care or medical leavestatus, or any other consideration made unlawful by applicablefederal, state, or local laws, or on the basis that an applicant orColleague is perceived to have these characteristics or isassociated with someone who is perceived to have thesecharacteristics. WS aims to foster a culture of inclusion where allColleagues are valued for their unique contributions to the firm aswell as provided equal opportunities to succeed. When you apply for a position with Wedbush, we collect certain information about you.Click here to learn what information we collect and what we do with it.

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