Financial Analyst

Trispoke managed services; Pennington (NJ); Hybrid; USD 33,000 - 36,000; Full time

Job summary

Trispoke managed services is seeking a Tax Operations Analyst for a contract, hybrid role in Pennington, NJ (08534) with an additional Jacksonville, FL option. Hours are Oct–Dec 8:00–16:30, with mandatory OT Jan–Feb and possible daily OT.

The role involves producing tax statements and validating data for IRS and state reporting. Responsibilities include data validation, reviewing statements for issues, and handling inquiries with strong Excel and Office skills.

Qualifications

• Must have tax background.
• Strong Excel and MS Office skills.
• Excellent written and verbal communication.
• Detail-oriented with good data entry.
• Able to prioritize and meet deadlines.

Responsibilities

• Validate data and reports against tax database.
• Review tax statements and forms to identify and resolve issues.
• Support team process functions.
• Research and reply to reporting inquiries from Branch Office.
• Strong reconciliation skills.

Skills

Communication

Excel

Analytical thinking

Data entry

Team player

Attention to detail

Adaptability

Prioritization

Tools

Excel

Microsoft Office

Job description

Job Title: Tax Operations Analyst

Duration: Contract

Location: Pennington, NJ 08534

Jacksonville FL 32256

Job Type: Hybrid

Pennington, NJ Pay rate: $26/hr. on W2

Jacksonville FL Pay rate: $24/hr. On W2

Hours: October - December 8-4:30 ; January - February Mandatory OT 6 days/week with possible OT daily

HM will also discuss this during interview

Please include candidates current location & intent on resume- please mention on resume if they don't have 18 months tenure available.

Job Description:

Consumer and Wealth Tax Operations Statement Team is responsible for the production of ~4,500,000 tax reporting statements and forms. Responsbilities include but are not limited researching, resolving and validating the integrity of tax entries and tax income data housed on the tax reporting database. This data is then used to produce our tax statements and reported to the IRS, Puerto Rico, and various states. This will include daily, monthly and annual report validation for numerous internal processes. Weekend/Weekday overtime is required when necessary and especially during tax season, January through April.

Key Responsibilities

• Validate data and reports against tax database
• Review tax statements and forms to identify and resolve issues
• Support team process functions
• Research and reply to reporting inquiries from Branch Office
• Strong reconciliation skills

Required Skills

• Strong written and verbal communication skills
• Proficient in Microsoft Office products, strong Excel skills
• Team player who is self-directed and detail oriented
• Strong analytical and problem solving skills
• Accurate and efficient data entry
• Ability to work cooperatively with various levels of associates and embrace change with a positive approach
• Ability to prioritize multiple priorities with adherence to deadlines

Required Skills

• Tax background

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