Junior Financial Analyst

Lenmar Consulting Inc; South Jordan (UT); On-site; USD 65,000 - 95,000; Full time

Job summary

A financial consulting firm based in South Jordan, Utah, is looking for a candidate to join their Tax Operations team. This role requires managing compliance with IRS regulations, handling reporting obligations, and working with cross-organizational teams. Candidates should have a Bachelor's Degree in Business or relevant experience in the financial industry, along with strong problem-solving skills. Familiarity with Excel and Access is crucial. This position promises growth and development opportunities.

Qualifications

• Experience in the Financial Industry is a plus.
• Knowledge of general accounting principles is essential.
• Familiarity with database and spreadsheet applications is preferred.
• Strong written and verbal communication skills.

Responsibilities

• Handle reporting obligations for the firm's clients.
• Ensure compliance with IRS regulations.
• Reconcile discrepancies between processing systems.
• Collaborate with technology and operations teams to improve efficiency.

Skills

Independent work

Time management

Problem-solving

Attention to detail

Decision-making judgment

Communication skills

Education

Bachelor's Degree in a Business field

Experience in financial industry

Tools

Microsoft Excel

Microsoft Access

Office applications

Data modelling

Job description

The US Tax Operations team handles all reporting obligations for the Firms Wealth Management and Institutional clients, and is responsible for ensuring compliance with the IRS regulations. The team is primarily located in Utah with additional coverage in New York and India. The Gain & Loss department maintains cost basis records and provides Gain/Loss reporting for assets held in Wealth Management customer accounts. The Tax teams work closely with cross-organizational operations teams, handle related queries, reconcile discrepancies between various processing systems, ensure accuracy of regulatory reporting (e.g. cost basis and withholding), and support requirements and testing of strategic platform initiatives. The department has a major focus on automation. We work closely with technology and continually look for ways to improve efficiency and reduce risk through Alteryx, UI Path, and EUC tools when resolution isn't immediately available systemically.

Requirements

• Ability to work independently well within a team environment.
• Excellent Time Management, Interpersonal, and Problem-Solving Skills.
• Ability to concurrently manage multiple projects, and prioritize effectively to meet tight and enforced Operational and annual deadlines for the firm.
• Attention to detail and quality of work.
• Ability to consistently exercise sound and decisive judgment.
• Commitment to personal development.

Qualifications

• Bachelors Degree in a Business field and/or experience in the Financial Industry.
• Understanding of general accounting principles as they apply to the industry.
• Understanding of general process controls, with knowledge of database, spreadsheet applications, and data modelling, including Microsoft Excel, Access and other Office applications.
• Superior Communication Skills, both oral and written.