Financial Analyst (Level I)

Tailored Management; Jacksonville (FL); Hybrid; USD 28,000 - 40,000; Part time

Job summary

Tailored Management is hiring a Financial Analyst in Jacksonville, FL. The role supports IRS and state regulatory reporting with a focus on international and retirement account tax reporting.

The position is a 4-6 month contract with potential for extension or conversion to full-time. Hybrid work schedule applies, with initial onsite training and regular onsite presence.

You will process requests, ensure deadlines, maintain accuracy, and collaborate with internal partners to meet business KPIs.

Qualifications

• Strong proficiency in Microsoft Office applications, particularly Excel.
• Ability to navigate multiple systems simultaneously and efficiently.
• Excellent organizational skills with the ability to prioritize competing responsibilities.
• Proven track record of accuracy, accountability, and ownership.
• Ability to work independently and resolve complex situations effectively.
• Strong analytical and problem-solving capabilities.
• Excellent verbal and written communication skills, including professional email etiquette.
• Strong attention to detail and commitment to meeting deadlines.
• Professional demeanor and ability to work effectively in a fast-paced environment.

Responsibilities

• Process and complete requests via e-task queues and team mailboxes.
• Support tax reporting activities for international and retirement accounts.
• Ensure IRS and state deadlines and reporting requirements are met.
• Maintain accuracy while meeting SLAs and KPIs.
• Assist with annual tax form testing and production validation.
• Support procedure documentation and updates.
• Research and resolve operational issues and exceptions.
• Communicate professionally with internal partners and stakeholders.
• Perform additional duties to support tax operations.

Skills

Multitasking

Attention to detail

Time management

Analytical thinking

Written communication

Tools

Excel

Office Suite

Job description

This is your opportunity to join a multinational investment bank and financial services holding company whose investment banking and auxiliary sectors are headquartered in Manhattan, NY!

Job Title: Financial Analyst

Location: Jacksonville, FL 32256

Schedule: Hybrid | Training onsite 5 days/week, then transition to a hybrid schedule with a minimum of 4 days onsite per week

Pay Rate: $24.43/hour (paid weekly)

Start Date: ASAP, pending onboarding completion

Duration: 4-6 month contract with potential for extension or conversion to full-time employment

Overview The role will support IRS and state regulatory reporting requirements, with a focus on international and retirement account tax reporting.

Responsibilities

• Process and complete requests received through e-task queues, team mailboxes, and exception reports.
• Support tax reporting activities for international and retirement accounts.
• Ensure compliance with IRS and state regulatory deadlines and reporting requirements.
• Maintain accuracy and quality while meeting established service level agreements (SLAs) and business KPIs.
• Assist with annual tax form testing and production validation activities.
• Support procedure documentation and updates.
• Research and resolve operational issues and exceptions.
• Communicate professionally with internal partners and stakeholders.
• Perform additional duties as assigned to support tax operations.

Required Skills & Qualifications

• Strong proficiency in Microsoft Office applications, particularly Excel.
• Ability to navigate multiple systems simultaneously and efficiently.
• Excellent organizational skills with the ability to prioritize competing responsibilities.
• Proven track record of accuracy, accountability, and ownership.
• Ability to work independently and resolve complex situations effectively.
• Strong analytical and problem-solving capabilities.
• Excellent verbal and written communication skills, including professional email etiquette.
• Strong attention to detail and commitment to meeting deadlines.
• Professional demeanor and ability to work effectively in a fast-paced environment.

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