The ideal candidate will be responsible for cost basis entry and tax lot corporate action processing in client accounts, and will be working closely with other departments within our company. The candidate would be responsible for creating and maintaining spreadsheets, data entry of cost basis requests, reconciling and researching tax and cost basis related items in client accounts.
• Candidate must have excellent organization and customer service skills and have the ability ...
Accountants In Transition - 30+ days ago
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