3,586 Reporting Specialist jobs in the United States

Are you ready to build your career by joining a global financial institution? If so, our client is hiring a Tax Reporting Specialist.

Contract, Onsite

• Familiarity with US reporting for global employee share plan requirements.
• Self-motivated and eager to learn.
• Excellent time management skills during tight deadlines.
• Ability to proactively engage and collaborate with global colleagues to build positive rapport and contribute as an effective team member.
• Analytical, accurate, and strong problem-solving skills.
• Ability to challenge business deficiencies identified through the tax production process vocally.
• Strong verbal and written communication skills to articulate issues clearly.
• Previous experience with employee share plans and tax production is advantageous.
• Comfortable with technology and technical concepts in a fast-paced, changing environment.
• Aptitude for quick learning, with a solid understanding of the Internet, e-commerce, and equities.
• Strong belief in team success, collaboration, and adaptability to change.
• Strong Excel skills.
• At least 1 year of tax or operations experience.
• Detail-oriented, meticulous, with a positive attitude and enthusiasm to learn.

• Ensure all withholding and reporting obligations are met.
• Perform data reviews, manage tax forms, and interact with internal/external clients and vendors.
• Review and ensure the accuracy of 1099/1042-S reporting.
• Perform IRS and State withholding reconciliation tasks.
• Update Excel files for accurate reporting values.
• Ensure participant data accuracy.
• Obtain approvals, document, and confirm successful submissions per jurisdiction.
• Ensure timely and accurate tax filings and reporting for Corporate Clients and Shareworks.
• Review IRS and State filings for accuracy.
• Contribute to the annual tax production project plan.
• Test tax forms issued from Shareworks for accuracy.
• Manage special handling requirements, including tax form amendments.
• Audit tax form generation for completeness.
• Provide project updates to the Tax Manager.
• Update processes and procedures as needed.

If you think you'd be a good match, submit your resume and reach out to Simran at ( to learn more.

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients financial well-being, we also work to strengthen local communitiesand giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.

This position will work closely with the Tax Reporting Manager to learn and assist with functions related to generating, and delivering 1099 tax reporting documents to clients of D.A. Davidson & Co. This position is responsible for creating and distributing client facing tax documents required of stock brokerage firms while ensuring that they comply with IRS requirements and industry best practices. This role requires collaboration with internal teams and external vendors to guarantee accurate and timely distribution of client tax forms, while maintaining the highest level of security for sensitive personal and financial data.

• Strong organizational skills and attention to detail
• Excellent problem solving and analytical skills
• Highly detail-oriented
• Keen eye for accuracy
• Strong fundamental math skills
• Strong communication skills, both oral and written
• Experience or general knowledge within the securities industry is a plus
• Understanding of general accounting principles is beneficial
• Experience with creating or working with tax documents a plus
• Ability to use appropriate, professional language and grammar to effectively exchange ideas and information
• Ability to work in a team environment and collaborate with other team members
• Excellent customer service skills and the ability to work successfully with a variety of personalities and various management levels
• General understanding of Microsoft operating system
• Ability to work scheduled hours for complete coverage across all time zones in which we do business

• Create, review, and approve tax documents, including Form 1099, to our clients
• Ensure compliance with IRS regulations and securities industry standards
• Work collaboratively with Operations Managers, Wealth Management, and branch staff to ensure optimum support levels
• Ensure timely and accurate delivery of tax documents to clients through secure digital platforms or mail
• Verify the accuracy of all data included on tax forms
• Ensure compliance with IRS deadlines for tax document distribution
• Collaborate with internal teams to resolve discrepancies or issues with tax document information
• Maintain accurate records of tax document distribution while maintaining the highest level of security for sensitive financial data
• Monitor for changes in IRS requirements and industry regulations related to tax documents
• Perform various other duties as assigned

Competitive salary plus excellent benefits and perks including, but not limited to:

• Medical, Dental and Vision
• Company 401(k) and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving Our tradition of positively impacting communities in which we live and work

The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.

At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Not Applicable

Full-time

Research, Analyst, and Information Technology

Software Development

• Generate quick-turn reports on a variety of national security topics using data-driven methods, including GAI.
• Research and collect information from the open internet.
• Execute, and at times author and update, complex instructions to gather and structure data for exploitation and reporting using Sponsor tools.
• Compose reports and communicate observations about complex data and information behaviors to both technical and non-technical audiences.
• Manage a requests queue, requiring deft and diplomatic coordination with various subject matter stakeholders.
• Design and manage automated reporting workflows using no-code tools and applications.
• Apply strong documentation and record-keeping skills, maintaining accurate and up-to-date documentation.

• Experience producing quick-turn reports on national security-related topics.
• Experience conceptualizing and executing data-driven approaches to OSINT exploitation and reporting.
• Experience designing and managing automated reporting workflows using no-code tools and applications.
• Experience writing clear instructions.
• Experience conveying complex data behaviors to non-technical users.
• Demonstrated experience applying strong documentation and record-keeping skills, with attention to detail and the ability to maintain accurate and up-to-date documentation.
• Strong organizational and time management skills.
• Experience in relevant OSINT-related exploitation and reporting tools, including GAI prompt design and MS Excel.
• Strong interpersonal and communication skills.
• TS/SCI ISSA Clearance required. Work is based in Chantilly, Virginia.

Job Reference #

324532BR

City

Nashville

Job Type

Full Time

Your role

Execution in the resolution of regulatory reporting exceptions and issues that arise out of daily business practice
o Ensure regulatory reporting is executed in an accurate and timely manner
o Execute on the controls that govern UBS regulatory reporting infrastructure
o Interface with Change, I.T. and other key Operational units and stakeholders to improve and fix strategic items that arise out of daily processes
o Offer subject matter expertise and assistance on new regulatory go lives. Input to the future regulatory landscape that UBS operates under.

Your team

A global team responsible for functions supporting transactional reporting to global regulators within tight deadlines. In our collaborative culture, the team works closely with a number of other teams to ensure UBS' obligations are met. You will work with people from all parts of the organization on a daily basis making this team a highly desirable space for an individual keen to learn about many different aspects within the Investment Bank whilst also being part of important team whose role is to help uphold regulatory compliance

Your expertise

1- A basic understanding of the one or more Derivative asset class (Rates, Credit, FX, Equity)
2- Previous experience in a regulatory reporting role is desirable but not essential
3- The candidate will be able to demonstrate a solid understanding practical and theoretical - of trading flows and how that interacts with the day to day regulatory reporting we are responsible for.
4- Experience managing and analyzing large amounts of data including, trade details, client data, legal counsel and industry forum information.
5- Proven track record in challenging processes and procedures and operating with a control focused mind-set is essential.

About us

UBS is the worlds largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together were more than ourselves. Ready to be part of #teamUBS and make an impact?

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

Temporary Position Name: Database & Reporting Specialist
Department/Division: Management Information System
nticipated Schedule (days/hours):
40 Hours a week AFTER two weeks (16 hours onsite and then Hybrid)
Mon-Fri 8:00am-5:00pm
Length of assignment - ASAP - End of January 2026

Location: 25363 Eurka Road, Taylor MI 48180

Ideal Candidate Profile:
* Salesforce Proficiency: Comfortable navigating Salesforce, including editing records and utilizing the platform's features.

* Report & Dashboard Creation: Experienced in building reports and dashboards using Salesforce's Lightning Report Builder, with the ability to select appropriate report types (e.g., Summary, Matrix) and apply filters and groupings.

* Chart Integration & Customization: Skilled in adding charts to reports, customizing chart properties (such as chart types, titles, and axis fields), and ensuring meaningful data visualization.

* Data Grouping & Summarization: Understands how to group data effectively to create insightful chart representations, crucial for accurate data analysis.
* Database Understanding: Possesses a solid grasp of database structures and relationships, facilitating efficient data management and reporting.

cceptable Candidate Profile:
* Alternative Reporting Tools : Proficient in creating reports using tools like Microsoft Access, Excel, Power BI, or other similar platforms.

* Data Visualization Skills : Ability to create and interpret charts and graphs, understanding the principles of effective data presentation.

Core Skills for All Candidates:

• Analytical & Problem-Solving Abilities : Strong skills in analyzing data and solving complex problems.

• Attention to Detail : Commitment to data accuracy and thoroughness in reporting.

• ssociate degree in computer science or equivalent experience as outlined in SEMCA's Education in Lieu of Experience policy
• 1-3 years' relevant experience
• Experienced with Microsoft Office Suite
• bility to apply analytical techniques to a wide variety of dat
• Strong analytical and quantitative skills
• Demonstrated ability to problem-solve and apply solutions, including identification of potential causes
• bility to positively impact the organization in assigned functional area through contributions to program delivery
• bility to manage and prioritize multiple projects, deadlines and responsibilities
• Flexible and adaptable to fast paced, changing environments, detail oriented, and driven
• bility to maintain reasonable and responsible use of resources
• Position requires effective listening skills, communication of ideas outside the immediate team, and ability to recognize impact of communication style on others; may have to communicate management initiatives, instructions, and policies in a consistent, effective, and timely manner.
• Proficient at translating Contractor's data requests into reports
• Proficient with SQL

On-Site

M-F

POSITION OVERVIEW:

The Compliance Reporting Specialist will be part of a centralized reporting function who is responsible for a wide range of duties related to maintaining accurate and time-sensitive records and reports to jurisdictional agencies, Probation Officers and clients in states where LifeSafer, Monitech and Guardian Ignition Interlock Devices are used.

ROLE AND RESPONSIBILITIES (include but not limited to):

• Perform daily reporting duties

• Daily report requests

• Lockout reports

• Removal authorizations

• Alcohol violations

• Compliance certifications/extensions

• Compliance reporting

• Clean up client data (driver's license, vin numbers, date of birth)

• Call clients to verify court requirements, validate and update client profiles due to the call center not capturing data correctly, explain reports to clients

• Take client calls for records requests, violation disputes, provide assistance with understanding the program, removal requests, suspensions and revocations based on state regulations.

• Update standard operating procedures

• Adjust appointments for clients

• Work with the auto shops and internal support for data recovery

• Works with IT on electronic state reporting issues

• Respond to inquiries from PO's by

• Providing and explaining reports

• Setting up system accounts which provide access to their client's records

• Reset passwords for PO's

PREFERRED EXPERIENCE AND BACKGROUND:

• Bachelor's degree preferred (pursuing or achieved)

• High School Diploma or equivalent required

• 1-2 years of experience in a technical role involving analyzing data for trending and reporting

• Previous Customer Service background preferred

• Previous experience with Compliance is a plus

• Criminal Justice background preferred

• Strong Customer Service and Technical Services background

• Exceptional organizational, analytical and problem-solving skills

• Strong attention to detail with a high accuracy level

• Ability to multi-task

• Strong written and verbal communication skills

• Possess strong interpersonal and customer interaction skills

• Works well in a team environment

• Proficiency with Microsoft Office (Email, Excel, Word, PowerPoint)

• Bilingual Spanish a plus

• Basic understanding of:

• Equipment

• Systems Navigation

• Standard Operating Procedures (SOP)

PHYSICAL REQUIREMENTS (With or without reasonable accommodation)

• Sitting/Standing: Frequently 75-100%

• Fine Motor Movements: Frequently 75-100%

**All job descriptions are subject to change.

Experience:

• Reporting: 1 year (Preferred)

• Organizational skills: 1 year (Preferred)

• Customer service: 1 year (Preferred)

• Analytics & problem solving: 1 year (Preferred)

• Compliance management: 1 year (Preferred)

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.