Tax Analyst Job at Compunnel Inc., South Jordan, UT

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  • Compunnel Inc.
  • South Jordan, UT

Job Description

Job Title: US Tax Operations Analyst

Location: 680 West 10000 South, South Jordan, UT 84095, USA

Position Summary:

Join a leading financial services firm as part of the US Tax Operations team. This role supports Gain & Loss functions within Wealth Management, ensuring IRS compliance and accurate regulatory reporting. The ideal candidate is detail-oriented, organized, and thrives in both independent and collaborative environments.

Key Responsibilities:

• Maintain cost basis records and provide Gain/Loss reporting for MS Wealth Management accounts

• Work cross-functionally with operations teams to resolve inquiries and ensure regulatory compliance

• Reconcile discrepancies between internal systems and client data

• Support annual tax reporting deadlines and ensure reporting accuracy

• Assist with testing and implementation of platform improvements and strategic initiatives

Required Skills & Qualifications:

• Bachelor’s Degree in Business or related field, or equivalent financial industry experience

• Solid understanding of accounting principles and financial data processes

• Proficiency in Microsoft Office applications, especially Excel and Access

• Strong analytical, time management, and problem-solving skills

• Ability to manage multiple projects and meet tight deadlines

• Excellent verbal and written communication skills

• High attention to detail and commitment to quality

• Demonstrated ability to exercise sound judgment and adapt in a fast-paced environment

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