Full-Time

Tax and Cost Reporting Specialist

Posted on 8/25/2025

Baird

Baird

5,001-10,000 employees

Wealth management and investment banking services

No salary listed

Company Does Not Provide H1B Sponsorship

Milwaukee, WI, USA

Hybrid

Associates are required to work from the office at least 4 days a week with 1 day work from home flexibility.

Category
Accounting (3)
, ,
Required Skills
Word/Pages/Docs
Excel/Numbers/Sheets
Requirements
  • Bachelor’s degree preferred or equivalent combination of education and relevant experience.
  • 2+ years of experience in a financial services role is a plus.
  • SIE & Series 99 or series 7 licensed or ability to obtain within 12 months.
  • Experience with SQL Server a plus.
  • Proficiency and experience with Microsoft Office (Word, Excel, Outlook).
  • Ability to handle multiple assignments; work under pressure and within deadlines to produce accurate, high-quality results.
  • Strong organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or collaboratively within a team.
  • Strong written and verbal communication skills are a must, with the ability to effectively relate to work in a team-oriented setting.
Responsibilities
  • Provide high value service to internal and external clients in an environment that promotes Baird’s culture and the Operations mission and values statement.
  • Ensure adherence to regulations, Baird policies, and department procedures and policies.
  • Answer and/or initiate Financial Advisor and Client Specialist contact; answer routine questions and follow through on requests.
  • Contribute to productivity, efficiency and effectiveness improvements to drive exceptional client service and risk mitigation.
  • Work on special team projects or support other team members in their efforts.
  • Update and maintain Baird’s cost basis system to ensure compliance with IRS Cost Basis Legislation requirements.
  • Conduct audits and execute test plans to validate accuracy of account information on business service applications such as Tax Statements and Client Statements.
  • Provide support, training and education to Financial Advisors, Client Specialists and other associates regarding cost basis, Tax Statements, Client Statements and financial industry regulations.
  • Perform other duties as required.
Desired Qualifications
  • Passion for providing high-value client service.
  • Ability to stay focused under pressure and to prioritize workload in order to effectively manage time.
  • Proven reliability in performance.
  • Intellectual curiosity – a relentless learner who enjoys the challenge of unfamiliar tasks and proactively seeks out the resources and knowledge needed to expand subject matter expertise.
  • Problem solving – can identify resolutions to new or unforeseen priorities with minimal guidance; thoroughly analyzes relevant factors, probes for answers, and anticipates all possible outcomes.
  • Driven by results – can be counted on to execute; holds themselves accountable; pursues tasks with energy and a high sense of urgency; seeks solutions especially in the face of setbacks; Actively participating as a member of a team to move the team toward the completion of goals.
  • Inspires trust – an effective communicator who is thoughtful and detail-oriented; builds trust at all levels through collaboration, integrity, accuracy, and reliability; a high focus on quality is critical.
  • Track record of success – consistently identified as a top performer; grasps new concepts quickly, deals with complexity comfortably; intellectually sharp and capable, high standards for work output.
  • Adaptability/Flexibility - Adapts to change, is open to new ideas, takes on new responsibilities, handles pressure, adjusts plans to meet changing needs.

Baird provides financial services across four main areas: Wealth Management, Capital Markets, Private Equity, and Investment Banking. Its product mix ranges from financial planning and asset management for individuals and families to advisory services, capital-raising, and advisory for businesses, plus private equity investments and operating partner support. Baird’s services are delivered through a combination of client-advisor relationships, institutional trading, research, and investment products, with a focus on aligning investment solutions to client goals. The company differentiates itself through its employee-owned structure, global reach, and a broad, integrated platform that combines wealth management with corporate finance and investment activities. Baird’s stated goal is to help clients achieve “great outcomes” and do well for them, supported by deep expertise, a strong financial foundation, and a commitment to long-term relationships.

Company Size

5,001-10,000

Company Stage

N/A

Total Funding

$872.1M

Headquarters

Milwaukee, Wisconsin

Founded

1919

Simplify Jobs

Simplify's Take

What believers are saying

  • Private Wealth Management revenues hit $2.1 billion, up 11% in 2025.
  • Baird Capital manages $1.6 billion across 40 professionals transatlantic.
  • Fortune's 100 Best Companies to Work For honor spans 22 years.

What critics are saying

  • Morgan Stanley's E*TRADE erodes $355 billion AUM via zero-commission trading.
  • Stifel Bryan Garnier acquisition captures Baird's European healthcare M&A.
  • BlackRock Aladdin automates research, driving 20-30% AUM to digital rivals.

What makes Baird unique

  • Employee-owned structure aligns advisors with client success over profits.
  • Manages $375 billion in private wealth assets, up 12% from 2024.
  • Advises on 200 transactions totaling $70 billion for middle-market firms.

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Benefits

Flexible Work Hours

Performance Bonus

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