Tax And Cost Reporting Specialist

The Tax & Cost Reporting Specialist is responsible for daily account maintenance and data analysis. This individual should have a great attention to detail to maintain information on multiple reporting platforms to support Baird Financial Advisors and our clients. This individual will have the opportunity to learn about tax and cost basis reporting within a dynamic and challenging environment. Must have a combination of technical, problem solving, and mathematical skills in addition to the ability to communicate well with individuals at all levels.

As a Tax & Cost Reporting Specialist, you will:

• Provide high value service to internal and external clients in an environment that promotes Baird's culture and the Operations mission and values statement.

• Ensure adherence to regulations, Baird policies, and department procedures and policies.

• Answer and/or initiate Financial Advisor and Client Specialist contact; answer routine questions and follow through on requests.

• Contribute to productivity, efficiency and effectiveness improvements to drive exceptional client service and risk mitigation.

• Work on special team projects or support other team members in their efforts.

• Update and maintain Baird's cost basis system to ensure compliance with IRS Cost Basis Legislation requirements.

• Conduct audits and execute test plans to validate accuracy of account information on business service applications such as Tax Statements and Client Statements.

• Provide support, training and education to Financial Advisors, Client Specialists and other associates regarding cost basis, Tax Statements, Client Statements and financial industry regulations.

• Perform other duties as required.

Strengths needed to fulfill role:

• Intellectually curious - a relentless learner who enjoys the challenge of unfamiliar tasks and proactively seeks out the resources and knowledge needed to expand subject matter expertise.

• Problem solver - can identify resolutions to new or unforeseen priorities with minimal guidance; thoroughly analyzes relevant factors, probes for answers, and anticipates all possible outcomes.

• Driven by results - can be counted on to execute; holds themselves accountable; pursues tasks with energy and a high sense of urgency; seeks solutions especially in the face of setbacks; Actively participating as a member of a team to move the team toward the completion of goals.

• Inspires trust - an effective communicator who is thoughtful and detail-oriented; builds trust at all levels through collaboration, integrity, accuracy, and reliability; a high focus on quality is critical.

• Track record of success - consistently identified as a top performer; grasps new concepts quickly, deals with complexity comfortably; intellectually sharp and capable, high standards for work output.

• Adaptability/Flexibility - Adapts to change, is open to new ideas, takes on new responsibilities, handles pressure, adjusts plans to meet changing needs.

What makes this opportunity great:

• Working with SQL and macros on a daily basis.

• Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.

• Compelling careers working side-by-side with the best in the business.

What we look for:

• Bachelor's degree preferred or equivalent combination of education and relevant experience.

• 2+ years of experience in a financial services role is a plus.

• SIE & Series 99 or series 7 licensed or ability to obtain within 12 months.

• Experience with SQL Server a plus.

• Proficiency and experience with Microsoft Office (Word, Excel, Outlook).

• Ability to handle multiple assignments; work under pressure and within deadlines to produce accurate, high-quality results.

• Strong organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or collaboratively within a team.

• Strong written and verbal communication skills are a must, with the ability to effectively relate to work in a team-oriented setting.

• Passion for providing high-value client service.

• Ability to stay focused under pressure and to prioritize workload in order to effectively manage time.

• Proven reliability in performance.

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Commitment to Inclusion & Diversity

Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey - one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us. Learn more here.