Description
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Key Responsibilities
- Maintains and improves pre-production data validation processes and documentation related to non-qualified client brokerage tax reporting.
- Works closely with upstream and downstream business partners to develop and implement collaborative solutions to new or changed business or regulatory requirements impacting or potentially impacting tax reporting processes.
- Leads a team of 2-5 business analysts through annual tax season validation and production processes as well as continuous improvement of the teams validation tools and processes.
- Provides assistance and leadership with business partners to solve client and advisor service requests and new or modified reporting needs to support a competitive, first-in-class wealth management offering.
- Enable data quality reporting, issue identification, remediation, and tracking, ensuring trust and confidence in tax reporting data.
- Provide analytics as needed to Service Operations leadership and business partners.
- Work with brokerage and tax reporting vendors to maximize communication, identify and resolve issues impacting tax reporting, and identify opportunities to provide new or improved services to clients and advisors.
- Collaborate with business partners to stay abreast of new and changed regulation impacting or potentially impacting client tax reporting and lead initiatives to update processes accordingly.
- Support organizational initiatives as a representative of the Service Operation tax reporting team.
- Build and support employee engagement through leadership and experience sharing both on-team and in broader organizational engagement activities.
- Stay abreast of industry tax reporting trends and best practices through vendor user groups, industry peer groups, and regulatory committees.
- Establish and maintains effective working relationships, both internally and externally
Required Qualifications
- Bachelors degree or equivalent
- 5-7 years of relevant experience, ideally in the financial industry
- Familiarity with tax reporting related to retail investment and retirement accounts
- Experience with data management tools and structures
- Experience with brokerage and/or tax reporting vendors
- Understanding of key IRS tax reporting regulations related to retail investment and retirement accounts
- Analytics experience, e.g., data visualization, data analytics, data mining, business intelligence, preferred.
- Ability to resolve practical problems and handle a variety of concrete variables in situations where only limited standardization exists.
- Strong communication skills regarding both technical and non-technical matters
- Strong analytical and documentation skills
- Ability to balance multiple projects with attention to detail while meeting deadlines
Preferred Qualifications
- Familiarity with LEAN processes
- Experience leading teams of 3+ individual contributors
- Series 7 Series 24 even better
- Intermediate experience with PowerPoint, Access and Excel.
We're a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
About Our Company
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
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