Tax Specialist, M1 Finance
Financial portfolio management app
Job no longer available
Financial portfolio management app
201-500 employees
Job no longer available
201-500 employees
Company mission
To rethink what’s possible with personal finance.
Role
Who you are
- Bachelor’s degree in Finance, Economics, Accounting, or Business is preferred
- 3+ years of experience with cost basis and tax reporting
- Attention to detail, proven organizational, communication, problem solving, and time management skills
- Analytical, metrics and data-driven mindset
- Experience with Maxit, Inteliclear, and SQL, a plus
- Ability to successfully manage multiple concurrent objectives, assignments, and deadlines, while achieving expected results
- Fast learning team player who enjoys collaborating and will take the initiative to comprehend and own tasks
- Series 99 or comparable FINRA licensing required or expectation to study and pass exam soon after hire
- The ideal individual will have experience owning these functions daily and a keen eye for creating efficiencies and optimizing processes
- The ideal individual will have experience working directly with tax reporting and cost basis vendors and will act as the internal point of contact for customer support escalation
What the job involves
- Liaise with vendors to ensure discrepancies and inaccuracies are reviewed and remediated in a timely manner
- Create processes and procedures to monitor cost basis accuracy, reviewing and remediating any exceptions
- Own tax season preparation, effectively managing internal and external communications and ensuring tax form delivery is completed in a timely manner
- Design and execute small to medium domain projects and partner with domain owners and managers on cross functional projects
- Keep up to date on IRS cost basis and tax regulations
- Work with Customer Service to assist with complex escalations, and cost basis and tax reporting inquiries
- Continually cross-train and be adaptable to provide additional support to the team during times of high volume or short staffing
Our take
Managing your finances can be a job in and of itself - working out where to invest or when to use credit among other challenges. M1 sets out to make your life easier with its customizable, automated portfolio management app.
It operates as something between a robo-advisor and a brokerage, offering over 80 pre-prepared portfolios with a wide range of asset allocations. Users can choose a pre-existing template or build their own portfolio, and similarly, users take active control over investments or let M1 automate them. The app is completely free but offers a premium subscription service for those who want lower rates and more investment windows.
With over $6 billion in assets, M1 has grown significantly since 2020, almost tripling in size in three years and becoming a unicorn.
Steph
Company Specialist at Welcome to the Jungle
Insights
-10% employee growth in 12 months
Company
Company benefits
- Unlimited PTO
- Comprehensive health, dental, vision, disability, and life insurance
- Stock options for all employees
- Retirement benefit with employer match
- $500 to spend on home office equipment while working from home
- Stylish M1 swag
- Office in the Loop with a Game Room and Gym
Company HQ
Chicago Loop, Chicago, IL
Leadership
Brian Barnes
(CEO)Also Owner and Chairman of the Board at First National Bank of Buhl-Mountain Iron.
Salary benchmarks
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