Operations Associate - Tax Reporting

The Tax Reporting Associate assists in performing a variety of entries and processing paperwork around Domestic and Foreign Tax Reporting.  This includes working exception reports to correct error, IRS Federal and State filings as well as issuing Tax Documents for Stifel clients.

• Process correcting entries in a timely manner, in accordance with departmental policy procedures.
• Reviews the accuracy of all forms submitted by branch personnel.
• Calculates value changes for investments priced at one dollar and makes appropriate quantity adjustment entries.
• Responsible for setting up security numbers with BETA and ensuring coding is correct. 
• Images and indexes documents received, compute, records, and proofread data and other information such as records or reports.
• Maintains and updates filing, inventory, mailing, and database systems, either manually or using a computer.
• Reviews files, records, and other documents to obtain information to respond to requests.
• Answers telephones, directs calls, takes messages and may answer correspondence, as directed.
• Review and process all Federal, State and Foreign filings in a timely manner.

• Effective communication skills and the ability to relay information well in both written and verbal form.
• Solid and reliable mathematical skills.
• Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm’s resources efficiently.

• High School Diploma or equivalent required. 
• 1+ years' professional business related experience required.

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook.  #LI-AS1

Stifel is more than 130 years old and still thinking like a start-up.  We are a global wealth management and investment banking firm serious about innovation and fresh ideas.  Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations.  Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.  Let’s talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.