Hybrid Tax Reporting Associate (Entry-Level)

Raymond James; Memphis (TN); Hybrid; USD 42,000 - 52,000; Full time

Benefits offered by this job

Medical, dental, and vision

Disability and life insurance

Paid time off and parental leave

Job summary

Raymond James is seeking an entry-level Tax Reporting Associate to join a hybrid team with in-office days three per week in Memphis, TN or St. Petersburg, FL.

The role combines customer service with data- and process-driven tasks, including data entry, report formatting, and record maintenance. Ideal candidates are detail-oriented, with strong communication and problem-solving abilities, and are comfortable overtime during tax season (Jan–Apr) as needed.

Qualifications

• Entry-level role requiring strong data handling and customer service skills.
• Must balance phone support with administrative processing responsibilities.
• Detail-oriented with ability to follow established processes.

Responsibilities

• Data entry into company systems and verify information for accuracy.
• Carry out operational tasks by following established processes.
• Format letters, memoranda, and routine reports using standard office software.
• Maintain files and records and ensure courteous interactions with internal clients.
• Follow procedures to meet quality standards and regulatory codes.

Skills

Data entry

Customer service

Communication

Attention to detail

Microsoft Office

Education

High School Diploma

Tools

Office software

Job description

Raymond James is seeking an entry-level Tax Reporting Associate to join a hybrid team with in-office days three per week in Memphis, TN or St. Petersburg, FL.

The role combines customer service with data- and process-driven tasks, including data entry, report formatting, and record maintenance. Ideal candidates are detail-oriented, with strong communication and problem-solving abilities, and are comfortable overtime during tax season (Jan–Apr) as needed.