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Job Details

Tax and Cost Basis Brokerage Operations Representative III

Company name
Fidelity Brokerage Services LLC

Location
Westlake, TX

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Profile

Tax and Cost Basis Brokerage Operations Representative III','1804531','!*!

Cost Basis & Tax Reporting Representative

The Expertise We’re Looking For

Bachelor’s Degree

2 years’ of experience working in financial services industry preferably within Tax and Cost Basis

2 years of inbound call center experience

The Purpose of Your Role

As a Cost Basis & Tax Reporting Representative you will support client inquiries by phone and maintain client cost information for purposes of providing accurate cost basis and gain/loss information on tax statements and client channels. The role requires the processing of service requests and providing subject matter expertise over the telephone. The individual will also look for ways to improve the client experience, reduce client effort and drive efficiency.

The Skills You Bring

Your understanding of IRS cost basis/regulations and the ability to communicate them to clients

Your ability to answer client inquiries over the phone

Your ability to analyze complex positions activity and perform cost basis adjustments using spreadsheets and manual calculations

Your ability to communicate effectively when resolving issues and providing exceptional customer service

Your understanding of the unique needs of each business group supported by the organization

The Value You Deliver

Support the production of accurate tax forms (ex. 1099, 5498)

Adapt daily responsibilities to seasonal business needs

Assist in updating reference resources for cost basis

Identifying and documenting system deficiencies and identifying opportunities for improvement

Providing clients with knowledge and understanding of cost basis and tax reporting requirements

How Your Work Impacts the Organization

 The Cost Basis & Tax Reporting Service team receives phone calls and processing service requests to support the tracking of cost basis information, which is necessary to accurately report information on IRS form 1099 for retail, institutional, and correspondent customers. The goal of the team is to ensure accurate tax reporting while improving scalability to support a growing customer population and provide the best customer experience in the industry. The Cost Basis & Tax Reporting Representative provides cost basis research, lot cost updates and explanation of cost basis calculations to an institutional and retail client base.','!*!Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com

Fidelity Investments is an equal opportunity employer.','Mutual Fund Accounting','US-TX-Westlake','','Full-time','Individual Contributor','Bachelor's Degree (±16 years)','Standard','Non-exempt','Non-exempt','No','Tax and Cost Basis Brokerage Operations Representative III

Company info

Fidelity Brokerage Services LLC
Website : http://www.fidelity.com/

Company Profile
Fidelity Investments has a rich and proud history. From our roots as a small mutual fund company, Fidelity has grown to become a leading provider of a wide range of services, including investment management, retirement planning, brokerage, and human resources and benefits outsourcing services.

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