Financial Analyst
6 days ago
We are seeking a skilled Financial Analyst to join our team in Jacksonville, FL. As a Tax Specialist, you will be responsible for processing routine transactions, generating reports, and providing quality service to internal business partners and external customers.
About the RoleThis is an 8-month contract position with possible extension, offering a competitive hourly rate of $24.43. You will work Monday-Friday during business hours with occasional overtime during tax season (Jan-Apr). Your primary duties will include:
- Processing 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.
- Providing 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.
To succeed in this role, you should possess:
- 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.
Collabera is a Global Digital Solutions Company providing Software Engineering Solutions for the world's most tech-forward organizations in the areas of Engineering, Cloud and Data/AI. With its roots serving the engineering needs of the world's most recognized businesses in Technology, Financial Services, Telecom and Healthcare, Collabera today operates across 60 locations in 11 countries, serves 30% of the Fortune 500, and has exceeded the industry growth rate by 3-4x for several years.
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