Financial Analyst (Level I)

TALENT Software Services; Pennington (NJ); On-site; USD 55,000 - 75,000; Full time

Job summary

TALENT Software Services is seeking a Tax Operations Specialist for the Consumer and Wealth Tax Operations Statement Team in the United States. The role involves validating data, researching and resolving tax entries, and supporting daily, monthly, and annual reporting to IRS, Puerto Rico, and states.

Overtime may be required during tax season (January–April). Responsibilities include data validation, issue resolution, and responding to inquiries from Branch Office.

Qualifications

• 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.

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

Excel

Data validation

Tax knowledge

Communication

Analytical skills

Team player

Attention to detail

Deadline priority

Tools

Microsoft Office

Job description

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
• Tax background