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Tax & Cost Basis Analyst: Compliance & Analytics
Job in
Omaha, Douglas County, Nebraska, 68197, USA
Listed on 2026-08-31
Listing for:
Axos Clearing LLC
Full Time
position Listed on 2026-08-31
Job specializations:
-
Finance & Banking
Financial Compliance -
Accounting
Financial Compliance
Job Description & How to Apply Below
Axos Clearing LLC in Omaha, NE seeks a Tax & Cost Basis Representative to act as the primary contact for IB inquiries, process documentation, remit and reconcile tax withholding liabilities, and manage client tax lot reporting data to ensure IRS compliance.
You will review new accounts docs, analyze demographics, interface with multiple systems, prepare daily reports, and identify process improvements while maintaining regulatory compliance and escalating risks as needed.
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