POSITION: Financial Analyst

FULLTIME/PARTTIME: Full Time

LOCATION: Pennington, NJ

SCHEDULE: M-F, 7am - 3:30pm. Mandatory OT during tax season (January + February)

PAY RANGE: $24.01 hourly

ASSIGNMENT:  01/06/2025 to 02/28/2025

(Exact compensation may vary based on skills, experience, and location. Base pay information is based on market location.)

This is a hybrid role (3-days on-site/2-days WFH)

Need candidate ASAP

JOB DESCRIPTION:

• ?Wealth Management Tax Operations is 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 retail accounts.
• This role will be responsible for working various reports to 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 QUALIFICATIONS:

• Proficient skills using Microsoft Office applications with a focus on 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 strict deadlines
• 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
• Exhibit professionalism in all situations

Desired Skills:

• College Degree Preferred
• Operations experience a plus

WORKING CONDITIONS:

• May on occasion be exposed to loud sounds and distracting noise levels, such as from office equipment.
• The ability to lift up to 30lbs
• Use of computers and technology

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 hr@canonrecruiting.com