Tax/Wealth Management Specialist
1 month ago
LHH Recruitment Solutions is seeking a Tax/Wealth Management Specialist in Jacksonville, FL for a contract assignment that will span 6 months. This role will support a global banking client and the ideal candidate has previous tax and/or wealth management experience. Please continue reading and apply if interested.
Key Responsibilities:
Manage short-form tax reporting and state reporting.
Produce and transmit tax data to IRS and state agencies.
Update service level agreements and communicate tax changes.
Review entity data and handle complex requests.
Train associates and contractors.
Maintain procedures and ensure quality service.
Research and implement new tax guidelines.
Conduct yearly tax form testing and production validation.
Assist management with additional duties.
Required Skills:
1-2 years of banking industry experience.
Proficiency in Microsoft Excel.
College degree preferred.
Experience in tax reporting.
Background in Wealth Management Operations.
Reconciliation experience is a plus.
High attention to detail and professionalism.
Ability to navigate multiple systems simultaneously.
Worksite Type: Hybrid
Pay: $22.00-23.75/hr
Pay Details: $22.00 to $23.75 per hour
Search managed by: Nick Gioffre
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
- The California Fair Chance Act
- Los Angeles City Fair Chance Ordinance
- Los Angeles County Fair Chance Ordinance for Employers
- San Francisco Fair Chance Ordinance
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