Financial Analyst (Level I)

Iconma Portal•Jacksonville, FL

12h•Hybrid

About The Position

The Financial Data and Reporting Operations Representative in Wealth Management Tax Operations is responsible for information reporting to the IRS for international and retirement accounts. The role supports tax-related functions for Wealth Management investment and retirement accounts, including regulatory tax reporting, withholding payments, and cost basis updates. The analyst processes requests from the e-task queue and team email boxes, reviews exception reports, and helps ensure tax forms are delivered accurately and on time in accordance with regulatory requirements and deadlines. The role also assists with procedure maintenance, participates in annual tax form testing and production validation, and performs other duties as assigned.

Requirements

Proficiency with PC skills and Microsoft Office applications, especially Excel.
Ability to navigate multiple systems simultaneously.
Excellent organizational skills and ability to prioritize and handle multiple job-related duties efficiently.
Sound judgment to ensure service-level agreements, strict deadlines, and business KPIs are met.
Proven ownership and accuracy.
Ability to work independently and manage and resolve complex situations.
Effective communication, including excellent listening skills and professional phone and email etiquette.
Professionalism in all situations.

Nice To Haves

College degree preferred.
Operations experience is a plus.

Responsibilities

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