San Antonio Career Center

ABOUT THE ROLE This position consists of tax work, interfacing with clients and advisors as our Wealth teams prepare and comment on clients tax inquiries, preparation and review of common fund accounting methodology, and performing oversight into the IRA and Pension accounts. This role is both client facing and internally focused. A DAY IN THE LIFE Tax Review Monthly review of account data in FIS for any missing client data as it relates to annual Form 1099 returns and other tax documents Work with Client Service and Operations teams to make corrections as necessary Commingled Fund Accounting Records Quarterly preparation of Common Fund Summary for p