Representative - Brokerage Operations Tax
Fidelity(27 days ago)
About this role
A Cost Basis Service role within Fidelity’s Tax Services and Operations in Ireland, supporting tax reporting for retail, institutional, and advisor clients. The position sits in the Operations and Services Group and contributes to maintaining accurate cost basis data for IRS 1099 reporting and internal business collaboration.
Required Skills
- Customer Service
- Analytical Skills
- Excel
- Communication
- Attention To Detail
- Cost Basis
- Telephone Support
- Spreadsheet Analysis
- Interpersonal Skills
Qualifications
- Bachelor's Degree
About Fidelity
fidelity.comFidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.
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