Neurodiversity Advisors Inc. Jobs

Mobile Neurodiversity Advisors Logo

Job Information

Charles Schwab Tax and Cost Basis Operations Associate in Lone Tree, Colorado

Your Opportunity

Tax and Cost Basis Operations (CTR) is a part of the Custody & Asset Services division of Operational Services. We are dedicated to leading a culture that delivers timely and accurate tax reporting in our efforts to create a premier client experience, while providing a controlled and disciplined environment that allows our employees to feel valued and engaged. Client Tax Reporting is under the Shared Support Services umbrella.

What you are good at

The Operations Associate will be responsible for supporting Schwab brokerage accounts and the accounts of our affiliates to ensure proper tax reporting and withholding for both domestic and international clients. This position requires the individual to analyze and interpret reports as well as incoming tax documents from our clients. This is a fast-paced working environment where effective communication and teamwork are a must. Flexibility and adaptability are necessary, because the associate will rotate through different functions as business needs arise.

What you have

Required Skills:

  • Intermediate computer skills including Outlook, Excel and Word

  • This role requires strict adherence to the established policies and procedures

  • Ability to work under pressure in a fast-paced, ever-changing environment while maintaining the highest level of positivity and professionalism

  • Good decision making and sound judgment skills are a must

  • Attention to detail is key in being successful in this position

  • Requires accurate data entry skills

  • Strong analytical skills

  • Identify and communicate issues effectively and timely to peers and management team

  • Ability to multi-task, understand the importance of follow-through

  • Have outstanding time management and organization skills

Preferred Skills:

  • 2 years’ experience in Operations preferred

  • BA or BS preferred

  • Series 7/63 preferred

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further (https://content.schwab.com/web/retail/public/about-schwab/charles_schwab_recruitment_guide_2020.pdf) .

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here (https://www.aboutschwab.com/EEO) to see the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281 (tel:800-275-1281) .

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further (https://content.schwab.com/web/retail/public/about-schwab/charlesschwabrecruitmentguide2020.pdf). Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here (https://www.aboutschwab.com/EEO) to see the policy. Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281. TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

DirectEmployers