Associate, Tax Information Reporting

Raymond James Financial, Inc.; Memphis (FL); Hybrid; USD 34,000 - 48,000; Full time

Benefits offered by this job

Benefits package

Job summary

Raymond James Financial, Inc. is hiring a Tax Reporting Associate for a hybrid role with in-office days 3 per week in St. Petersburg, FL or Memphis, TN. The entry-level position focuses on tax data processing, inquiries, and administrative tasks while supporting tax season activities.

The role emphasizes accuracy, customer focus, and the ability to balance phone support with processing duties in a fast-paced environment, including overtime during peak season.

Qualifications

• HS required.
• General experience 4–6 months.
• Overtime during tax season January–April.

Responsibilities

• Conduct data entry and verify information for accuracy.
• Carry out operational tasks following established processes.
• Adjust basic settings to meet performance standards.
• Format letters, memos, and routine reports using standard software.
• Maintain files and records for easy retrieval.
• Provide courteous interactions to ensure a positive internal client experience.
• Assess compliance with standards and protocols for routine inquiries.
• Support others with basic data management tasks.
• Follow procedures to meet quality and regulatory requirements.
• Participate in training and coaching to improve skills.

Skills

Data entry

Customer service

Administrative tasks

Detail oriented

Communication skills

Education

High School Diploma

Tools

Microsoft Office

Excel

Job description

Job Description Summary This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week in one of the following locations: St. Petersburg, FL or Memphis, TN. The Tax Reporting Associate supports the accurate processing and reporting of tax-related information while serving as a key point of contact for internal Financial Advisors and business partners. This entry-level role combines customer service and operational responsibilities, requiring individuals to manage inbound inquiries, research tax reporting questions, process transactions, and support tax season activities. The ideal candidate is detail-oriented, customer-focused, and able to balance phone-based support with administrative processing responsibilities in a fast-paced environment. Due to increased volume during the annual tax reporting season (typically January through April), employees in this role are expected to work overtime, including occasional evenings and weekends, as business needs require. This position is eligible for overtime pay.

Job Description Responsibilities

• Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
• Carry out operational tasks by following established processes.
• May involve adjusting basic settings or parameters in order to meet performance standards.
• Use standard office software to carry out basic formatting of letters, memoranda, and routine reports.
• Maintain files and records.
• Ensure a positive experience for internal clients by having courteous interactions with them.
• Assess compliance with established standards and protocols for routine inquiries.
• Support others by carrying out basic data management tasks.
• Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
• Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

Skills

• Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software packages.
• Uses clear and effective elementary verbal communications skills under supervision to express ideas, request actions and formulate plans or policies.
• Works with guidance (but not constant supervision) to plan, organize, prioritize and oversee activities to efficiently meet business objectives.
• Works with guidance (but not constant supervision) to develop appropriate plans or perform necessary actions based on recommendations and requirements.
• Works under guidance (but not constant supervision) to analyze data trends for use in reports to help guide decision making.
• Uses an elementary understanding of numerical concepts to perform mathematical operations such as report analysis under supervision.
• Works with guidance (but not constant supervision) to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.
• Works at an elementary level under supervision to select, deploy and get the best results from the most appropriate office system.

Education

High School (HS) (Required)

Work Experience

General Experience - 4 to 6 months

Certifications

Travel Less than 25%

Workstyle

Hybrid

Total Compensation

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Benefits

• This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.

Company Culture

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people‑first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive.

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

#LI-CA1 Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.

Our business is deeply focused on people and their financial well‑being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever‑evolving company, you can start – or continue – growing your career here. We invest in you with wide‑ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people‑first culture is outlined in our Culture Blueprint.