Raymond James & Associates, Inc., Research Division

VP, Operations, Cost Basis & Tax Reporting

Raymond James & Associates, Inc., Research Division(6 months ago)

HybridFull TimeExecutive$163,137 - $213,616 (estimated)Finance
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About this role

The Vice President of Cost Basis and Tax Reporting Operations at Raymond James leads enterprise-wide strategy for tax reporting, shaping operational excellence and modernizing infrastructure. This executive role oversees cross-functional collaboration, drives reporting accuracy and regulatory compliance, and guides high-performing teams to align operational goals with the firm’s long-term vision.

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Required Skills

  • Strategic Planning
  • Budgeting
  • Stakeholder Management
  • Regulatory Compliance
  • Performance Management
  • Project Management
  • Financial Analysis
  • Reporting Accuracy
  • Leadership
  • Change Management

+3 more

Qualifications

  • Bachelor's in Accounting
  • Bachelor's in Business Administration
  • Bachelor's in Finance
  • High School Diploma
  • SIE
  • Series 99
  • Series 7

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