Intern, Tax Reporting

Wedbush Securities

Mar 18

Applications are closed

Internship
Full-time
Off-cycle Internship
Accounting & Tax
Banking & Finance
Jersey City

Requirements

Must be enrolled in an accredited university, preferably pursuing a major in finance, economics, or related field
Proficiency in Microsoft Office (including Word, Excel, and Outlook)
Professional presentation skills and ability to effectively interact with all organizational levels
Exceptional organizational skills and the ability to prioritize daily work flow
High degree of accuracy and attention to detail
Ability to work in a fast-paced team environment

Responsibilities

Review error and warning reports, investigate root cause and input correcting entries
Review missing cost basics reports, speak with clients, FA's and external parties to rectify
Assist with daily processing responsibilities including step ups, position reconciliation and dividend wash reconciliation
Review corporate actions processed for missing data resulting in cost basis issues
Monitor tax reporting mailbox for inquiries, investigate and respond appropriately
Perform other tasks and duties as required and assigned

Wedbush Securities

Leading with Innovation, Stability, and Experience.

Finance

Industry

501-1000

Employees

1955

Founded Year

Mission & Purpose

Since our founding in 1955, Wedbush has been a leader in the financial services industry, providing our clients, both private and institutional, with a wide range of securities brokerage, wealth management, and investment banking services; Headquartered in Los Angeles, California with 100 registered offices and nearly 900 colleagues, the firm focuses on client service and financial safety, innovation, and the utilization of advanced technology.