Financial Analyst

Pay Rate: $25.90 hourly on W2, paid weekly
Target Start Date: October 5, 2026
Assignment End Date: February 26, 2027
Location: 1500 Brokerage Dr, Pennington, NJ 08534

Schedule:

• October–December: 8:00 AM–4:30 PM
• January–February: Mandatory overtime, including 6-day workweeks, with possible daily overtime based on business needs
• Training Schedule: Onsite, 5 days per week
• Post-Training: Potential for a hybrid work schedule (3 days onsite per week)

Job Description:

The Consumer and Wealth Tax Operations Statement Team is responsible for the production of approximately 4.5 million tax reporting statements and forms. This team ensures the accuracy and integrity of tax entries and income data maintained within the tax reporting database.

Key responsibilities include researching, resolving, and validating tax-related data to support the accurate production of tax statements and reporting to the IRS, Puerto Rico, and various states. The role also involves daily, monthly, and annual report validation to support numerous internal processes.

Due to the seasonal nature of the role, weekday and weekend overtime may be required, particularly during the peak tax season from January through April.

Key Responsibilities:

• Validate tax data and reports against the tax reporting database.
• Review tax statements and forms to identify, research, and resolve discrepancies.
• Perform data reconciliation and validation to ensure accuracy and completeness.
• Support various team processes and operational functions.
• Research and respond to tax reporting inquiries from Branch Offices.
• Maintain a high level of accuracy while meeting productivity and deadline requirements.
• Collaborate with team members and internal partners to resolve issues and support business needs.

Required Skills & Qualifications:

• Tax background or experience is required.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office products, with  strong Excel skills.
• Strong analytical, reconciliation, and problem-solving skills.
• Excellent attention to detail and commitment to accuracy.
• Accurate and efficient data entry skills.
• Ability to work independently while also functioning effectively as part of a team.
• Ability to collaborate with associates at various levels of the organization.
• Adaptable and comfortable embracing process and business changes with a positive approach.
• Strong organizational and time-management skills, with the ability to prioritize multiple tasks while meeting deadlines.
• Willingness and ability to work required overtime, including weekends and extended workweeks during peak tax season.