Financial Analyst (Tax Operations)

Canon Recruiting Group•Jacksonville, FL

7d•Hybrid

About The Position

Wealth Management Tax Operations is responsible for 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.

Requirements

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.

Nice To Haves

College Degree Preferred
Operations experience a plus

Responsibilities

Work requests received in the e-task queue, team email boxes and various exception reports.
Ensure adherence to regulatory deadlines and requirements for accurate and timely delivery of tax forms.
Assist with procedure maintenance.
Participate in yearly tax form testing and production validation.
Assist the team in any other duties as assigned.