Tax Reporting Specialist
Company: TradeStation
Location: Atlanta
Posted on: July 1, 2025
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Job Description:
WeAreTradeStation Who We Are : TradeStation is an online
brokerage firm seeking to level the playing field for self-directed
investors and traders, empowering them to claim their individual
financial edge. At TradeStation, we're continuously pushing the
boundaries of what's possible, encouraging out-of-the-box thinking
and relentless search for innovation. What We Are Looking For : The
Tax Reporting Specialist will be responsible for reviewing and
reconciling client tax reporting information. The position will
include heavy focus on IRS cost basis reporting regulations as well
as nonresident alien reporting. The ideal candidate must possess
the ability to work in a fast-paced environment with attention to
detail. The position will work closely with both Client Services
and other departments in responding to client tax reporting issues.
What You’ll Be Doing : Review nonresident alien account
documentation, including W8 forms, and update account information
based on IRS reporting requirements Prepare customer year-end IRS
Forms including 1099, 1099R, 5498, and 1042-S Review and reconcile
cost basis reporting through GainsKeeper for all reportable
accounts Ensure proper tax withholding is applied to domestic and
foreign clients Review and reconcile retirement plan transactions
to insure accurate tax reporting Monitor incoming tax questions and
determine the correct course of action The Skills You Bring :
Ability to read a 1099 and understand the logistics within
Understand corporate actions and financial processing Knowledge of
Phase3, Wall Street Concepts, GainsKeeper, and/or DTCC Minimum
Qualifications : Bachelor’s degree in accounting or finance
preferred 3 years’ experience with tax and cost basis reporting in
the brokerage industry Desired Qualifications : CPA a plus What We
Offer : Collaborative work environment Competitive Salaries Yearly
bonus and generous 401k plan (or pension plan in Costa Rica)
Comprehensive benefits for you and your family starting Day 1
Unlimited Paid Time Off Flexible working environment TradeStation
Account employee benefits, as well as full access to trading
educational materials Pay Range (US) $74-87K. (Countries outside of
the US have differing ranges in accordance with local labor
markets) TradeStation provides equal employment opportunities to
current and prospective employees, without regard to race, color,
religion, sex, national origin, ancestry, sexual orientation, age,
pregnancy, disability, handicap, citizenship, veteran or marital
status, or any other legally recognized status entitled to
protection under federal, state, or local anti-discrimination laws.
LI-Remote
Keywords: TradeStation, Marietta , Tax Reporting Specialist, Accounting, Auditing , Atlanta, Georgia
