Experience: 46 Years
Education: Graduate
Shift Timing: 2:30 PM – 11:30 PM IST (Flexible)
Interview Process: Virtual and In-person

Required Skills
Attention to detail
Good communication skills
Solid Microsoft Excel skills
Transaction processing
Flexibility and ability to manage high-volume workloads

Roles & Responsibilities
Track, update, and maintain accurate cost basis records on behalf of Wealth Management clients.
Resolve inquiry tickets and remediate discrepancies arising from inaccurate or missing cost basis records.
Ensure accurate cost basis information to support compliance with IRS regulations and facilitate accurate 1099 tax reporting during the tax reporting season.
Perform daily transaction processing while maintaining accuracy and efficiency.
Investigate discrepancies, perform root cause analysis (RCA), and resolve processing issues.
Manage high-volume and complex day-to-day processing within defined service-level agreements (SLAs).




Handle multiple tasks in a high-intensity workplace while meeting delivery timelines.

Required Qualifications
4–6 years of experience in the financial services industry, preferably in operations.
Knowledge of US tax reporting, particularly 1099 reporting, US tax regulations, and cost basis regulations is preferred.
Knowledge of corporate actions processing and settlements is an advantage.
Solid analytical and problem-solving skills, with the ability to investigate issues and perform root cause analysis.
Strong learning mindset and willingness to develop subject-matter expertise.
Proven ability to maintain accuracy and efficiency while processing high volumes of complex transactions.
Ability to multitask, adapt to changing priorities, and deliver within tight SLAs.

📌 Us Tax Processing Specialist Bengaluru
🏢 BCforward
📍 Bengaluru