Financial Analyst - Gain and Loss (Max $23/hr W2)

Lenmar Consulting Inc. • South Jordan, UT

11h • $23

About The Position

The US Tax Operations team handles all reporting obligations for the Firms Wealth Management and Institutional clients, and is responsible for ensuring compliance with the IRS regulations. The team is primarily located in Utah with additional coverage in New York and India. The Gain & Loss department maintains cost basis records and provides Gain/Loss reporting for assets held in MS Wealth Management customer accounts. The Tax teams work closely with cross-organizational operations teams, handle related queries, reconcile discrepancies between various processing systems, ensure accuracy of regulatory reporting (e.g. cost basis and withholding), and support requirements and testing of strategic platform initiatives. The department has a major focus on automation. We work closely with technology and continually look for ways to improve efficiency and reduce risk through Alteryx, UI Path, and EUC tools when resolution isn't immediately available systemically.

Requirements

• Bachelors Degree in a Business field and/or experience in the Financial Industry.
• Understanding of general accounting principles as they apply to the industry.
• Understanding of general process controls, with knowledge of database, spreadsheet applications, and data modelling, including Microsoft Excel, Access and other Office applications.
• Superior Communication Skills, both oral and written.

Responsibilities

• Maintain cost basis records and provide Gain/Loss reporting for assets held in MS Wealth Management customer accounts.
• Work closely with cross-organizational operations teams.
• Handle related queries.
• Reconcile discrepancies between various processing systems.
• Ensure accuracy of regulatory reporting (e.g. cost basis and withholding).
• Support requirements and testing of strategic platform initiatives.
• Improve efficiency and reduce risk through Alteryx, UI Path, and EUC tools when resolution isn't immediately available systemically.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level