Tax Reporting Analyst

Job Description

This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in one of the following locations: St. Petersburg, FL or Memphis, TN.

Knowledge of:

• Functional, operational and technical requirements of all systems used by Tax Reporting.

• Concepts of risk management, business planning, analysis, issue tracking and requirements gathering.

• Information technology support and technical documentation.

• System analysis and business process modeling.

• Principles of securities industry operations.

• Tax reporting concepts, practices and procedures.

• Various IRS tax documents including 1099-INT, 1099-DIV, 1099-MISC, 1099-B, 1042, 2439, W8, W9.

Responsibilities :

• Run advanced and predictive analyses and perform model assessments, validation, and enhancement activities, using predictive analytics' software tools and functionalities.
• Work independently to collate and analyze data using predetermined tools, methods, and formats to create standard insights.
• Make recommendations to improve data and analytics systems and platforms, contributing to the continuous improvement and refinement of data and analytics strategy.
• Contribute to the preparation of various data and analytics reports.
• Support creation of machine learning algorithms by applying standard statistical analysis or data preparation methods.
• Consult and educate stakeholders on methods for streamlining and standardizing data recording to ensure quality and accuracy.
• Conduct analysis using existing methodologies. Monitor and identify the effectiveness of corrective actions or continuous improvement initiatives.
• Support collection of business requirements using a variety of methods, such as interviews, document analysis, and workflow analysis, to express requirements clearly and succinctly.
• Collate and analyze data using preset tools, methods, and formats. Involves working independently.
Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Skills :

• Works without supervision and provides technical guidance when required on analyzing data trends for use in reports to help guide decision making.
• Works without supervision and provides technical guidance when required on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.
• Works without supervision and provides technical guidance when required on developing appropriate plans or performing necessary actions based on recommendations and requirements.
• Works without supervision and provides technical guidance when required on analyzing the business requirements that IT solutions must meet.
• Supports business processes without supervision by understanding and effectively using standard office equipment and standard software packages, while providing technical guidance as needed.
• Works without supervision and provides technical guidance when required on acquiring, organizing, protecting and processing data to fulfill business objectives.
• Works without supervision and provides technical guidance when required on managing information throughout its lifecycle by designing and executing appropriate architectures, policies and practices.
• Works without supervision and provides technical guidance when required on developing software using programming languages.
• Works without supervision and provides technical guidance when required on maintaining the security, integrity, compliance and continuity of IT systems and services.
• Works without supervision and provides technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives.
• Works without supervision and provides technical guidance when required on creating relevant, lucid and effective reports.
• Works with guidance (but not constant supervision) to design architectures that meet system and service requirements.

Education

Work Experience

Certifications

Travel

Workstyle

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to: - Grow professionally and inspire others to do the same - Work with and through others to achieve desired outcomes - Make prompt, pragmatic choices and act with the client in mind - Take ownership and hold themselves and others accountable for delivering results that matter - Contribute to the continuous evolution of the firm

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.