Job Description
Job Description
Position Details:
Client: Banking
Title: Financial Analyst
Location: Jacksonville, FL
Pay Range: $24.00/hr - $27.00/hr
Duration: 09 Months
Job Description:
- Responsible for the multiple tax related functions to support IRS and State regulatory required tax reporting, withholding payments, and cost basis updates, primarily on behalf of Wealth Management Investment and retirement accounts.
- The Wealth Management Senior Operations Representative role with Tax Operations will be responsible for information reporting to the IRS for International and retirement accounts.
- This role will be responsible for working requests received in the New Service Gateway queue, team email boxes and various exception reports, ensure adherence to regulatory deadlines and requirements to ensure accurate and timely delivery of tax forms.
- Additionally this role will assist with procedure maintenance, participate in yearly tax form testing and production validation and assist the team in any other duties as assigned.
Required Skills:
- Proficient PC skills including Office applications and especially Excel
- Demonstrate a proven ability to navigate multiple systems simultaneously
- Excellent organization 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
- Possess the ability to work independently while effectively managing and finding resolution to complex situations
- Communicate effectively including excellent listening skills and professional phone/email etiquette
Desired Skills:
- College Degree Preferred
- Operations experience a plus
Company Description
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.
Company Description
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.