DE033552-Brokerage Operations Senior Analyst

---ONLY THOSE APPLICANTS WHO ALREADY HAVE THE RIGHT TO LIVE AND WORK IN THIS COUNTRY ARE ELIGIBLE TO APPLY FOR THIS ROLE--- POSITION TITLE: Capital Markets Ops Sr Analyst WORK SETUP: Return to Office OVERALL PURPOSE: Assist with tax reporting and cost basis functions to ensure compliance with all federal and state tax regulations. Work with various teams within the organization, external vendor partners, and regulatory bodies to provide the highest level of service in support of the client relationship. RESPONSIBILITIES: Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Ensure compliance with Internal Revenue Service (IRS) and state regulations related to brokerage tax reporting and documentation. 2. Assist with all retail brokerage tax form production processes and requirements (e.g. form 1099-B, 1099-DIV, 1099-INT). 3. Process various types of federal and state tax withholding including deposits, reconciliations, and the filing of periodic returns. 4. Review and resolve cost basis exception reports on a daily basis. 5. Review various periodic tax-related exception reports to identify and resolve errors to ensure accurate information reporting. 6. Review, maintain, and update departmental policies and procedures. 7. Research and respond to financial advisor and other client facing staff inquiries including processing of necessary corrections. 8. Assist in gathering material and documentation for both internal and external audits. OTHERS: Project Shift Schedule: Night Shift Project Rest Day: Weekends Off Project/Team Location: Taguig Uptown Bonifacio Tower 3

SKILL AND QUALIFICATIONS: • 3 to 5 years’ experience in Brokerage Operations • With experience in US Tax Processing • Voice proficiency at least B2

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