Financial Analyst (Level I)

Financial Analyst (Level I)

Location: Jacksonville, FL/Hybrid

Duration: 7 months

Description:

Wealth Management Tax Operations is responsible for the multiple tax related functions to support IRS and State regulatory required tax reporting, withholding payments, and cost basis updates, primarily on behalf of Wealth Management Investment and retirement accounts.

The Financial Data and Reporting Operations Representative role with Tax Operations will be responsible for information reporting to the IRS for International and retirement accounts.

This role will be responsible for working requests received in the e-task queue, team email boxes and various exception reports, ensure adherence to regulatory deadlines and requirements to ensure accurate and timely delivery of tax forms.

Additionally this role will assist with procedure maintenance, participate in yearly tax form testing and production validation and assist the team in any other duties as assigned.

Required Skills

Proficient PC skills including Microsoft Office applications and especially Excel

Demonstrate a proven ability to navigate multiple systems simultaneously

Excellent organization skills; ability to prioritize and handle multiple job related duties efficiently while exercising sound judgment to ensure SLA, strict deadlines and business KPIs are met

Proven history of effective ownership and accuracy

Possess the ability to work independently while effectively managing and finding resolution to complex situations

Communicate effectively including excellent listening skills and professional phone/email etiquette

Exhibit professionalism in all situations

Desired Skills

College Degree Preferred

Operations experience a plus