POSITION: Financial Analyst
FULLTIME: Assignment through 12/9/2024 - 4/25/25
LOCATION: Jacksonville, FL
SCHEDULE: 8:00- 4:30pm
PAY RANGE: $23.95/HR paid weekly
Description:
Wealth Management Tax Operations is responsible for the multiple tax related functions to support IRS and State regulatory required tax reporting and withholding payments, primarily on behalf of Wealth Management investment and retirement accounts. The Financial Data and Reporting Ops Analyst within Tax Operations will function as a subject matter expert in all areas short form tax reporting, state reporting, production of short form tax reporting statements, transmission of short-form tax data to the Internal Revenue Service and various state revenue/reporting agencies within specified regulatory deadlines and 990T processing. This role will work closely with the ML entities that are supported by Tax Operations and will be responsible for updating entity service level agreements, communicating tax changes and reviewing entity data, completing complex requests submitted by Front Line Units via Service Request Portal and email, training of associates and contractors, procedure maintenance, providing quality service and effective operational support for internal business partners', research changes or new requirements for state and federal tax guidelines to mitigate risk and ensure accurate and timely reporting, complete yearly tax form testing and production validation and assisting management in any other duties as assigned.
****Mandatory overtime is required during tax season, which is generally January-April. This may include up to 6-day work weeks and an additional 1–2-hour daily M-F or on bank holidays based on business needs. *****
Required Skills:
1-2 years prior experience in the financial industry
· Proficiency with Microsoft Office Applications- specifically EXCEL
· High attention to detail
· Exhibit professionalism in all situations
· Demonstrate a proven ability to navigate multiple systems simultaneously
· Strong analytical and organizational skills; ability to prioritize and handle multiple job-related duties efficiently while exercising sound judgment to ensure SLA, strict deadlines, and business KPIs are met
· Proven history of effective ownership and accuracy
· Team player with ability to work independently
Desired Skills:
College degree preferred
· Experience in Tax Reporting
· Experience within Wealth Management Operations
· Reconciliation background is a plus.
WORKING CONDITIONS:
Here at Canon Recruiting, People are our priority, and we are committed to Include Diversity in every segment of who we are. It is only through our Diversity; we are made a stronger organization and increase our ability to provide top tier candidates that our clients have come to know Canon for. We have an inclusive environment all employees are celebrated for their unique differences. The different perspectives and experiences of our workforce give us the competitive advantage that is essential for success in an ever-changing market. By promoting inclusion with the same enthusiasm, we devote to quality and competency and using the experience from a diverse assortment of backgrounds and experiences, Canon is able to improve the services and value we deliver to clients, employees, and customers. At Canon, Diversification and Inclusiveness are much more than a corporate ambition; they are a critical component in our daily corporate life.
Canon Recruiting is committed to a diverse and inclusive workplace. Canon Recruiting is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
The pay range for this position is listed above. Base pay information is based on market location.
We will consider for employment qualified applicants with arrest and conviction records. Our range of benefits may include health care and 401(k) savings plans.
For individuals with disabilities who would like to request an accommodation, please email our HR team.