Tax Reporting Analyst at Kellton

Hybrid: Monday and Friday WFH; Tuesday, Wednesday, and Thursday in office

Profile Summary:
A Retirement Operations Analyst is one who maintains functional knowledge of the brokerage business with an emphasis on retirement account operations.

Responsibilities

• Customer Request Handling / Problem Resolution / Data Analysis as assigned
• Perform different levels of problem resolution & data analysis for all aspects of retirement operations support including: contributions, distributions, processing conversions, re-characterizations, and state withholding reconciliation
• Reconcile activities to ensure transactions are recorded with the proper books and entry coding
• Assist the management team in developing metrics that demonstrate the progress / completion of retirement inquiry resolution
• Execute on customer requests to move money out of retirement accounts
• Understand tax implications of transactions in and out of different retirement account types
• Resolve retirement account issues and document the resolution process
• Validate data integrity is maintained in client facing displays

Qualifications

• Experience with retirement account types desirable, IRS rules, and/or tax reporting obligations
• Analytical thinker, with excellent written and verbal communication
• Detail oriented with strong organizational skills
• Ability to prioritize multiple tasks, and work against deadlines and objectives
• Adaptable to dynamic work environments and priorities
• Demonstrate ownership and sense of urgency in resolving inquiries and issues
• Proven effectiveness in a fast-paced, demanding, client-driven environment.
• Ability to perform and deliver within tight deadlines
• A challenging and inquiring mind