Tax & Cost Reporting Specialist

About the Role:

The Tax & Cost Reporting Specialist is responsible for daily account maintenance and data analysis. This individual should have a great attention to detail to maintain information on multiple reporting platforms to support Baird Financial Advisors and our clients. This individual will have the opportunity to learn about tax and cost basis reporting within a dynamic and challenging environment. Must have a combination of technical problem solving and mathematical skills in addition to the ability to communicate well with individuals at all levels.

Position will be based from our global headquarters in Milwaukee WI with Associates working from our office location at least 4 days a week with 1 day work from home flexibility.

The Impact Youll Make:

• Provide high value service to internal and external clients in an environment that promotes Bairds culture and the Operations mission and values statement.
• Ensure adherence to regulations Baird policies and department procedures and policies.
• Answer and/or initiate Financial Advisor and Client Specialist contact; answer routine questions and follow through on requests.
• Contribute to productivity efficiency and effectiveness improvements to drive exceptional client service and risk mitigation.
• Work on special team projects or support other team members in their efforts.
• Update and maintain Bairds cost basis system to ensure compliance with IRS Cost Basis Legislation requirements.
• Conduct audits and execute test plans to validate accuracy of account information on business service applications such as Tax Statements and Client Statements.
• Provide support training and education to Financial Advisors Client Specialists and other associates regarding cost basis Tax Statements Client Statements and financial industry regulations.
• Perform other duties as required.

What Youll Bring to Baird:

• Bachelors degree preferred or equivalent combination of education and relevant experience.
• 2 years of experience in a financial services role is a plus.
• SIE & Series 99 or series 7 licensed or ability to obtain within 12 months.
• Experience with SQL Server a plus.
• Proficiency and experience with Microsoft Office (Word Excel Outlook).
• Ability to handle multiple assignments; work under pressure and within deadlines to produce accurate high-quality results.
• Strong organizational skills with the ability to prioritize monitor and complete multiple tasks or projects either independently or collaboratively within a team.
• Strong written and verbal communication skills are a must with the ability to effectively relate to work in a team-oriented setting.
• Passion for providing high-value client service.
• Ability to stay focused under pressure and to prioritize workload in order to effectively manage time.
• Proven reliability in performance.
• Intellectual curiosity a relentless learner who enjoys the challenge of unfamiliar tasks and proactively seeks out the resources and knowledge needed to expand subject matter expertise.
• Problem solving can identify resolutions to new or unforeseen priorities with minimal guidance; thoroughly analyzes relevant factors probes for answers and anticipates all possible outcomes.
• Driven by results can be counted on to execute; holds themselves accountable; pursues tasks with energy and a high sense of urgency; seeks solutions especially in the face of setbacks; Actively participating as a member of a team to move the team toward the completion of goals.
• Inspires trust an effective communicator who is thoughtful and detail-oriented; builds trust at all levels through collaboration integrity accuracy and reliability; a high focus on quality is critical.
• Track record of success consistently identified as a top performer; grasps new concepts quickly deals with complexity comfortably; intellectually sharp and capable high standards for work output.
• Adaptability/Flexibility - Adapts to change is open to new ideas takes on new responsibilities handles pressure adjusts plans to meet changing needs.

#LI-CM1

Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race color religion sex pregnancy citizenship national origin age disability military service veteran status sexual orientation gender identity or expression genetic information or any other status protected by law.