Tax Reporting Associate — Hybrid Schedule

Raymond James Financial, Inc.; Memphis (FL); Hybrid; USD 34,000 - 48,000; Full time

Benefits offered by this job

Benefits package

Job summary

Raymond James Financial, Inc. is hiring a Tax Reporting Associate for a hybrid role with in-office days 3 per week in St. Petersburg, FL or Memphis, TN. The entry-level position focuses on tax data processing, inquiries, and administrative tasks while supporting tax season activities.

The role emphasizes accuracy, customer focus, and the ability to balance phone support with processing duties in a fast-paced environment, including overtime during peak season.

Qualifications

• HS required.
• General experience 4–6 months.
• Overtime during tax season January–April.

Responsibilities

• Conduct data entry and verify information for accuracy.
• Carry out operational tasks following established processes.
• Adjust basic settings to meet performance standards.
• Format letters, memos, and routine reports using standard software.
• Maintain files and records for easy retrieval.
• Provide courteous interactions to ensure a positive internal client experience.
• Assess compliance with standards and protocols for routine inquiries.
• Support others with basic data management tasks.
• Follow procedures to meet quality and regulatory requirements.
• Participate in training and coaching to improve skills.

Skills

Data entry

Customer service

Administrative tasks

Detail oriented

Communication skills

Education

High School Diploma

Tools

Microsoft Office

Excel

Job description

Raymond James Financial, Inc. is hiring a Tax Reporting Associate for a hybrid role with in-office days 3 per week in St. Petersburg, FL or Memphis, TN. The entry-level position focuses on tax data processing, inquiries, and administrative tasks while supporting tax season activities.

The role emphasizes accuracy, customer focus, and the ability to balance phone support with processing duties in a fast-paced environment, including overtime during peak season.