Financial Analyst (Level I)

Randstad USA; Jacksonville (FL); On-site; USD 36,000 - 37,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

AD&D insurance

Life insurance

Short-term disability

401K plan

Job summary

Randstad USA seeks a Tax Operations Specialist to support the integrity of tax statements for high-net-worth and institutional accounts. You will validate data, audit tax forms, and research discrepancies to ensure accurate IRS, Puerto Rico, and state submissions.

This role emphasizes data validation, reconciliation, and regulatory compliance, with a weekday schedule from 8 AM to 5 PM and seasonal overtime during peak tax cycles.

Qualifications

• High-volume data reconciliation and analytical problem-solving experience.
• Advanced Microsoft Excel skills and fast, accurate data entry.
• Excellent written and verbal communication across levels.
• Willingness to work overtime during peak tax production cycles (Jan–Apr).

Responsibilities

• Reconcile daily, monthly, and annual tax reports against the main database.
• Audit and troubleshoot tax reporting statements before submission.
• Research and respond to complex tax inquiries from branches.
• Support core team workflow and meet regulatory deadlines.

Skills

Data validation

Reporting

Tax knowledge

Excel

Education

High School

Job description

Join our Consumer and Wealth Tax Operations Team as a Tax Operations Specialist. In this high-impact role, you will be directly responsible for supporting the integrity and accuracy of over 4.5 million tax reporting statements and forms for high-net-worth individual and institutional accounts. Working at the intersection of data validation, reconciliation, and regulatory compliance, you will research tax entry discrepancies, validate key database reporting, and ensure seamless tax filing with the IRS, Puerto Rico, and state authorities.

salary: $25.9 - $25.91 per hour
shift: First
work hours: 8 AM - 5 PM
education: High School

Key Responsibilities

• Data Validation & Reporting: Reconcile daily, monthly, and annual reports against the primary tax database to verify the accuracy of high-volume tax entries and income data.
• Tax Form Auditing & Statement Integrity: Review, audit, and troubleshoot issues across tax reporting statements and forms prior to state and federal submission.
• Branch Inquiry & Resolution: Serve as a consultative operational resource by researching and responding to complex tax reporting inquiries from branch offices.
• Process & Operational Support: Assist with core team workflow functions, maintaining strict adherence to regulatory deadlines and operational standards.

Required Qualifications

• Financial & Reconciliation Skills: Demonstrated experience in high-volume data reconciliation, analytical research, and problem-solving.
• Technical Proficiency: Advanced skills in Microsoft Office—specifically Microsoft Excel—with a track record of fast and accurate data entry.
• Communication & Collaboration: Excellent written and verbal communication skills with the ability to partner effectively across various organizational levels.
• Detail-Oriented & Adaptive: ability to prioritize multiple tight deadlines independently while maintaining a flexible, positive approach to changing priorities.
• Seasonal Flexibility: Willingness to work required weekday and weekend overtime during peak tax production cycles (January through April).

Skills

• Tax Compliance (1 year of experience is required)
• Document Review (1 year of experience is required)
• data validation (1 year of experience is required)
• Financial Statements

Qualifications

• Years of experience: 2 years
• Experience level: Experienced

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

This posting is open for thirty (30) days.

Experience

• Experienced
• 2 years

Education

• High School (required)