What are the responsibilities and job description for the Financial Analyst position at LHH?
LHH Recruitment Solutions is seeking a Tax/Wealth Management Specialist in Jacksonville, FL for a contract assignment that will span 6 months. This role will support a global banking client and the ideal candidate has previous tax and/or wealth management experience. Please continue reading and apply if interested.
Key Responsibilities:
- Manage short-form tax reporting and state reporting.
- Produce and transmit tax data to IRS and state agencies.
- Update service level agreements and communicate tax changes.
- Review entity data and handle complex requests.
- Train associates and contractors.
- Maintain procedures and ensure quality service.
- Research and implement new tax guidelines.
- Conduct yearly tax form testing and production validation.
- Assist management with additional duties.
Required Skills:
- 1-2 years of banking industry experience.
- Proficiency in Microsoft Excel.
- College degree preferred.
- Experience in tax reporting.
- Background in Wealth Management Operations.
- Reconciliation experience is a plus.
- High attention to detail and professionalism.
- Ability to navigate multiple systems simultaneously.
Worksite Type: Hybrid
Pay: $22.00-23.75/hr
Salary : $22 - $23
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