Hybrid Tax Operations Analyst — Wealth Reporting

Gilder Search Group; Jacksonville (FL); Hybrid; USD 29,000 - 39,000; Full time

Job summary

Canon Recruiting in Jacksonville, FL is seeking a Financial Analyst (Tax Operations) to support Wealth Management tax reporting and IRS obligations for international and retirement accounts. The role requires attention to detail, strong Excel skills, and the ability to manage multiple tasks in a hybrid environment.

The assignment runs 10/1/2026 through 4/30/2027 with mandatory overtime during tax season. Base pay is $24.43 per hour, paid weekly, and exact compensation may vary by experience and

Qualifications

• Proficient with Microsoft Office, especially Excel.
• Ability to navigate multiple systems simultaneously.
• Excellent organization with strict deadlines and KPIs.
• Proven ownership and accuracy in tasks.
• Ability to work independently while resolving complex issues.
• Strong communication, listening, and professional etiquette.
• Maintains professionalism in all situations.

Responsibilities

• Prepare information reporting to the IRS for international and retirement accounts.
• Handle requests from the e-task queue and team email boxes.
• Ensure regulatory deadlines and business KPIs are met.
• Assist with tax form testing and production validation.
• Support procedure maintenance and ad hoc duties.

Skills

Excel

Multi-system navigation

Organizational skills

Ownership & accuracy

Independent work

Communication skills

Phone etiquette

Professionalism

Job description

Canon Recruiting in Jacksonville, FL is seeking a Financial Analyst (Tax Operations) to support Wealth Management tax reporting and IRS obligations for international and retirement accounts. The role requires attention to detail, strong Excel skills, and the ability to manage multiple tasks in a hybrid environment.

The assignment runs 10/1/2026 through 4/30/2027 with mandatory overtime during tax season. Base pay is $24.43 per hour, paid weekly, and exact compensation may vary by experience and