BCI - Brokerage Consultants Ltd.

Our Focus: Financial Services

We connect the right people with the right positions throughout the financial community.

  • Asset Management
  • Alternative Investments
  • Banking
  • Broker/Dealers
  • Commercial Lending
  • Consulting
  • Corporate Treasury
  • Family Offices
  • Financial Services Software Services
  • Insurance & Pension Funds
  • Municipal Finance
  • Private Equity
  • Real Estate Finance
  • Trading

Brokerage Consultants - Financial Recruiting

Tap our resources.

They run deep. Since our inception we've kept our focus trained exclusively on the financial industry, and we've built a vast network of contacts in the process. Let us put those resources to work for you. We'll connect you with the most current job openings at the most desirable companies in Chicago or nationwide.

Job Order:
997-3

Job Type:
Permanent

Title:
Tax Analyst (997-3)

Location:
Chicago, IL

Description:
Summary:
Our client is seeking a self-motivated and top performing individual that
possesses excellent problem solving skills to confidently research, resolve,
and provide clear and accurate responses to customers and clearing firm
inquiries.

Responsibilities:
Provide timely updates to 1099 inquiries/instruct clearing firm how to
correct 1099 issues
Adjust cost basis elections
Research IRA deposit/ withdrawal information for correct tax year coding
Process estate accounts/provide account documentation to executors of
estates
Assist customers with required minimum distribution (RMD) requests
Review accounts for TEFRA back up withholding
Work with third party vendors and clearing firm to validate corrections on
tax documents for customers

Requirements:
Education or Training Equivalent to: BA/BS preferably in business
administration, finance or related field
At least 2 years? experience in a trading/brokerage environment
Series 7 and Series 63 preferred or obtained within 90 days of hire
Understanding of equity options
Strong interpersonal skills including the ability to build
rapport/credibility quickly
Strong research/communication/writing skills
Superior time management skills/strong attention to detail
Flexibility/enthusiasm for work in a challenging/ever-changing environment
Establishment of excellent relationships with all levels of
management/colleagues/outside clientele
Integrity/the ability to handle sensitive information/ maintain
confidentiality
Effective conflict resolution/problem solving skills
Appropriately identifies when to seek assistance/escalate
Demonstrated PC skills including familiarity with word processing/MS
Office/spreadsheet/database management


Category:
Alternative Investments // Asset Management // Banking // Broker Dealer // Public Accounting // Trading

Contact:
tony@bcius.com