Financial Tax Analyst

2 weeks ago


Tampa, Florida, United States Collabera Full time

Position Title:

Tax Reporting Analyst

Company:
Collabera

Location:
Remote/Hybrid

Position Overview:

The Markets Tax Information Reporting (TIR) team is tasked with the crucial responsibility of IRS Tax reporting, specifically 1099 and 1042 forms, across various operational streams and legal entities.

As part of a significant financial institution, the volume of client accounts and transactions managed is substantial. Given the blend of manual and automated processes, there may occasionally be discrepancies during the year-end reconciliation process.

The Tax Analyst will collaborate closely with the TIR Subject Matter Expert (SME) to conduct a thorough data reconciliation of previous financial filing years. This is essential to identify any discrepancies that could lead to inaccurate tax reporting or potential under/over withholding of U.S. taxes.

Additionally, the analyst will assist the SME in generating specific metrics to report to management, tracking the progress of reconciliations, and addressing any discrepancies that arise.


Key Responsibilities:
  • Analyze financial data and execute reconciliations to identify issues or anomalies.
  • Present analytical findings to the SME and management.
  • Facilitate the resolution of data discrepancies through the completion of designated templates and documentation.

Required Knowledge and Experience:
  • Hands-on experience in reconciliation activities within a financial institution.
  • Proficient in data compilation, documentation, and presentation of findings.
  • Experience in an operational environment is essential.

Essential Skills:
  • 2 to 5 years of relevant experience in an operational setting.
  • Expertise in reconciling data from diverse sources.
  • Ability to engage confidently with various divisions at all organizational levels.
  • Proactive approach with a questioning mindset.
  • Strong proficiency in MS Office applications.


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