The Client and Government Reporting team comprises of cost basis and tax reporting functionalities. The tax reporting component ensures that all Internal Revenue Service (IRS) client tax reporting forms are issued and mailed in an accurate and timely manner. The cost basis component is responsible for the receipt, maintenance, and delivery of tax lots used to calculate cost basis.

WHAT ARE WE LOOKING FOR?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

REQUIREMENTS:

• Bachelor’s degree or equivalent experience
• 2+ years of financial services experience preferred (Tax and Cost basis experience is a plus).
• Excellent verbal and written communication skills
• Ability to work independently in a fast-paced environment with multiple priorities.

• Reviews, analyzes and update cost basis tax lots for changes due to transactional adjustments.
• Review accounts and perform reconciliation to ensure compliance with corporate and regulatory policies and procedures.
• Perform Audit reviews (1099 and customer statements)
• Review processes and procedures to identify areas of improvement to mitigate risk, increase efficiency and ensure consistency.
• Participate in testing initiatives and assist in implementing management’s plan of action to remediate findings.
• Assisting with service on escalated issues, and other complex activities that impact the Advisor experience.
• Share trends and pain points with leadership and business partners to find solutions and pursue process improvements.
• Analyze reports and data to determine actionable business intelligence with a strong attention to detail.
• Supporting and, at times, leading initiatives to improve and enhance the Advisor experience while positively impacting the broader LPL organization.