Analyst 2, P1, Core Services, NEX : Job Level - Analyst
The US Tax Operations Analyst role handles all reporting obligations for the Firms Wealth Management and Institutional clients, and is responsible for ensuring compliance with the IRS regulations. The team is primarily located in Utah with additional coverage in New York. The Gain & Loss department maintains cost basis records and provides Gain/Loss reporting for assets held in MS Wealth Management customer accounts. The Tax teams work closely with cross-organizational...
- Excel