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Brokerage Tax Reporting Operations Specialist
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-08-25
Listing for:
Ameriprise Financial
Full Time
position Listed on 2026-08-25
Job specializations:
-
Finance & Banking
Financial Reporting -
Accounting
Financial Reporting
Job Description & How to Apply Below
Ameriprise Financial is seeking a skilled taxpayer reporting professional to support Non-Qualified Brokerage Tax Reporting. You will perform withholding reconciliations, assist year-end tasks, and collaborate with project teams to ensure accurate tax reporting across federal and state levels.
Ideal candidates have an associate degree, 3–5 years in Cost Basis/Tax Reporting, strong Excel skills, and the ability to communicate complex issues clearly in a client-focused environment.
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