Regulatory Reporting Specialist

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⛰️ Colorado, Nebraska, +2 more states – Remote

⛰️ Colorado – Remote 🌾 Nebraska – Remote 🗽 New York – Remote 🏈 Ohio – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚔 Compliance

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Dayforce

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🏢 Enterprise

👥 HR Tech

☁️ SaaS

💰 $1G Post-IPO Debt - Dayforce on 2024-03

Enterprise • HR Tech • SaaS

Dayforce is a cloud-based human capital management (HCM) platform that provides workforce management, payroll, HR, talent management, time and attendance, scheduling, and benefits administration solutions. It integrates payroll and workforce management in a single application and is used by employers to manage employee lifecycle, payroll processing, compliance, and workforce analytics.

📋 Description

• Responsible for processing and reconciling mutual fund tax reporting • Monitoring reporting outputs • Overseeing shareholder accounts • Generates shareholder tax forms, including Forms 1099-DIV, 1099-R, 1099-Q, 1099-SA, 1099-B, 1042-S, 5498, and 5498-ESA • Reconciles tax form output against established control reports to ensure accuracy and completeness • Maintains the shareholder recordkeeping system in accordance with regulatory requirements • Reviews system and control reports to monitor shareholder contact activity and returned mail • Partners with management to coordinate state reporting and escheatment activities • Monitors regulatory changes and communicates relevant updates to stakeholders

🎯 Requirements

• Bachelor’s degree in business administration • 2-3 years of experience in mutual fund operations • Experience with mutual fund tax reporting requirements • Knowledge of mutual fund operations and transaction processing impact to shareholder tax reporting • Knowledge of state escheatment rules • Knowledge of mutual fund tax reporting requirements • Proficient in Microsoft Office Suite and Adobe Acrobat

🏖️ Benefits

• Health insurance • Paid time off • Flexible work arrangements • Professional development