Highlights
This role will be responsible for working requests received in the e-task queue, team email boxes and various exception reports, ensure adherence to regulatory deadlines and requirements to ensure accurate and timely delivery of tax forms. 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.
Numbers & Facts
| Location | Jacksonville, FL |
| Industry | Management Consulting Services |
| Salary | $24.42 Per Hour |
| Company Size | 2,000 to 2,499 employees |
| Year Founded | 2000 |
| Website | https://www.iconma.com/ |
Description
Financial Analyst (Level I)
Location: Jacksonville, FL/Hybrid
Duration: 7 months
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 Financial Data and Reporting 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 e-task 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 Microsoft 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
Exhibit professionalism in all situations
Desired Skills
College Degree Preferred
Operations experience a plus
Location: Jacksonville, FL/Hybrid
Duration: 7 months
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 Financial Data and Reporting 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 e-task 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 Microsoft 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
Exhibit professionalism in all situations
Desired Skills
College Degree Preferred
Operations experience a plus
Benefits
401K, Employee Referral Program, Life Insurance
About Company
ICONMA is a global information consulting management firm providing Professional Staffing Services and Project-Based Solutions for organizations in a broad range of industries.
- Corporate Headquarters in Troy, Michigan; 20+ locations worldwide.
- Certified Woman-Owned Business Enterprise (WBE); certified by Women’s Business Enterprise National Council, National Women Business Owners Corporation (NWBOC); and California Public Utilities Commission (CPUC).
- Founded in 2000
- 2000+ Employees
The company was founded on the principle that success is derived from delivering high quality service and resources in the most responsive, flexible, and innovative way. ICONMA invests in people and resources with a single goal: To provide our customers with the highest quality service in the most responsive manner. Through its network of offices, ICONMA provides the resources to help clients maintain their competitive advantage.
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