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Tax Specialist
3 months ago
Note:
The position is Onsite (Onsite Role but has occasional work-from-home flexibility for a limited number of days per month).
Position Details:
Position: Financial Analyst (Tax Specialist)
Industry: Banking/Financial Services
Job duration: 8 months (Possible Extension)
Work Location: Jacksonville, FL 32246 (Onsite Role but has occasional work-from-home flexibility for a limited number of days per month)
Shifts: Monday - Friday (Business Hours) with some overtime during the tax season (Jan - Apr)
Pay Rate: $24.43/hour
Estimated Start Date: 9/2/2024
Responsibilities:
Processes routine/standard transactions according to established procedures and prescribed processes.
Daily responsibilities will cover one or more operations functional areas such as analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc.
Provides quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers and clients.
May provide advice and assist with training for less experienced team members.
Handle branch inquiries and update requests received from clients.
Research and resolve transactional breaks that result in inaccurate cost basis that require manual updates.
Working with financial statements and records with an emphasis on attention to detail.
Responsible for accurate reporting of covered securities and tax lots so the ability to update tax lot records accurately and efficiently is required.
Required Skills:
Overtime may be required to support business needs, especially during Tax Season (Jan – Apr).
Proven ability to effectively service/resolve client inquiries.
Strong oral and written communication skills.
Be able to adhere to the industry and IRS rules and regulations.
Proficient with MS Office, Outlook, Word, and Excel.
