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Financial Analyst (Level I)
Job Description
About the
Role:
Job Title:
Financial Analyst (Level I)
Location:
Jacksonville FL Duration:
6
Months Contract Pay Rate:
$25/hr on W2
Target Start Date:
10/5/26 [Due to business need this role requires a specific start date and will require resources that can meet the outlined start date]
End Date:
2/26/27 Training schedule: Onsite 5 days/weeek
Schedule:
Potential for hybird schedule once trained
•Hybrid schedule requirement of a minimum of 3 days per week
Hours:
October - December 8-4:30 ; January - February Mandatory OT 6 days/week with possible OT daily Please find the job description below. I'd love to schedule a quick call to go over the details and learn more about what you're looking for in your next role. If this is not the right fit for what you are targeting right now we are also happy to pay a referral bonus if you have a former colleague in mind please feel free to pass this information along as well! Consumer and Wealth Tax Operations Statement Team is responsible for the production of ~4,500,000 tax reporting statements and forms. Responsbilities include but are not limited researching, resolving and validating the integrity of tax entries and tax income data housed on the tax reporting database. This data is then used to produce our tax statements and reported to the IRS, Puerto Rico, and various states. This will include daily, monthly and annual report validation for numerous internal processes. Weekend/Weekday overtime is required when necessary and especially during tax season, January through April.
Key Responsibilities:
Validate data and reports against tax database Review tax statements and forms to identify and resolve issues Support team process functions Research and reply to reporting inquiries from Branch Office Strong reconciliation skills
Required Skills:
Strong written and verbal communication skills Tax background Proficient in Microsoft Office products, strong Excel skills Team player who is self-directed and detail oriented Strong analytical and problem solving skills Accurate and efficient data entry Ability to work cooperatively with various levels of associates and embrace change with a positive approach Ability to prioritize multiple priorities with adherence to deadlines. #INDWEST