About this role
Trading & Cost Basis Subject Matter Expert at Orionadvisor. Location: Omaha or Philadelphia. Role: resolving discrepancies, leading audits, mentoring specialists Requirements: Minimum 2 years financial industry experience; subject-matter expertise in cost basis, tax lot reconciliation, corporate actions, and IRS reporting; experience with audits, UAT, stakeholder coordination, and mentoring; Bachelor’s degree preferred. Category: Finance and Accounting Seniority: Entry Level Tools: Orion platform, Electronic Trading Platforms Commitment: Full Time Workplace: Hybrid Languages: English