Tax Operations Financial Analyst

2 weeks ago


Pennington, New Jersey, United States Canon Recruiting Group Full time
Job Overview

Position: Financial Analyst II

Location: Pennington, NJ (Fully Onsite)

Contract: Full-time Position

Compensation: $30.04 hourly, paid weekly.

Working Hours: Monday – Friday; 8:00 AM – 5:00 PM

Onsite Requirement: This role necessitates presence in the office five days a week.

Role Summary:

The team is tasked with various tax-related responsibilities to ensure compliance with IRS and State regulatory requirements regarding tax reporting, withholding payments, and cost basis updates, particularly for Wealth Management Investment and retirement accounts. The Financial Analyst II will play a crucial role in information reporting to the IRS for retail accounts. This position involves analyzing multiple reports to guarantee compliance with regulatory deadlines and requirements, ensuring accurate and timely submission of tax documentation. Furthermore, the analyst will contribute to maintaining procedures, partake in annual tax form testing and validation, and assist the team with additional duties as necessary.

Essential Qualifications:

  • Proficient in Microsoft Office applications, especially Excel.
  • Ability to navigate multiple systems concurrently.
  • Exceptional organizational skills; capable of prioritizing and managing various job-related tasks efficiently while exercising sound judgment under strict deadlines.
  • Demonstrated history of ownership and accuracy in work.
  • Ability to work independently while effectively resolving complex issues.
  • Strong communication skills, including excellent listening abilities and professional phone/email etiquette.
  • Professional demeanor in all situations.

Preferred Qualifications:

  • College degree is preferred.
  • Experience in operations is a plus.

Company Commitment:

At Canon Recruiting Group, we prioritize diversity and inclusion in every aspect of our organization. We believe that a diverse workforce enhances our ability to provide exceptional candidates and services to our clients. Our inclusive environment celebrates unique differences, and we recognize that diverse perspectives and experiences are vital for success in a dynamic market. Canon is dedicated to fostering an inclusive culture where every employee is valued and respected.

Canon Recruiting Group is an equal opportunity employer and does not discriminate based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or any other legally protected status. We welcome qualified applicants with arrest and conviction records to apply. Our benefits may include healthcare and 401(k) savings plans.



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