Job Position (As per Beeline)

Accountant - Intermediate

Qty (no of position)

4

Job Location (City and building location)

Prestige Technology Park (86855)-Bangalore

Duration of contract (Min 6 months)

12 Months

Shift Timing ( From IST To IST)

2:30pm-11:30pm IST (Flexible)

Experience Required (Total and Relevant)

4-6 years of experience

Education Qualification

Graduate

No of interview Rounds

Virtual & in-person

Primary Skills (Mandatory top 3 skills)

- Attention to detail
- Valuable communication skills
- Excel skills
- Process transaction
- Attention to detail, being flexible

Work mode- WFO-5 days Work from office

Roles and Responsibility/

This role is being set up for Wealth Mgmt Cost Basis FTC . As part of this role, the individual will be responsible to tracking, updating and maintaining accurate cost basis records on behalf of Wealth mgmt clients . The daily processing expectations will include resolution of inquiry tickets and remediation of any discrepancies arising out of inaccurate or missing cost basis records .

This is essential towards ensuring compliance to IRS regulations by facilitating accurate 1099 reporting during the Tax reporting season.





Candidates must preferably possess the below skillsets :

Required

- At least 4-6 years of experience in the financial services industry, preferably operations
- Knowledge of US tax , specifically 1099 reporting or US tax reporting and cost basis regulations (preferable), corporate action processing, settlements
- A strong learning mindset with good RCA skills and ability to deep-dive into the subject matter
- Ability to work under high intensity and handle high volumes , multi-tasking and delivery /execution within tight SLA's
- A proven track record of accuracy and efficiency with high volume and complex day to day processing

Role: Accountant / Accounts Executive, Industry Type: Investment Banking / Venture Capital / Private Equity, Department: Finance & Accounting, Employment Type: Full Time, Permanent Role Category: Accounting & Taxation Education UG: Any Graduate Key Skills 1099 ReportingUS tax ReportingCost basisSecurity OperationsInvestment OperationsWealth Managementcorporate actionssettlementsreconciliation

📌 Accountant Role_H_JPMorgan Chase (Bengaluru)
🏢 Russell Tobin
📍 Bengaluru