Junior Financial Analyst

Job Overview:
We are seeking a detail-oriented and motivated Junior Financial Analyst to join our Tax Operations team. The ideal candidate will possess strong tax knowledge related to year-end reporting and demonstrate excellent customer service skills. This role requires the ability to work independently and collaboratively, particularly during the busy tax season from January to April.

Key Responsibilities:

• Assist Financial Advisors via MSSN/PSN calls and Case Management tickets related to Tax Operations.
• Review Year End Processing, manage mass corrections, and handle IRS files and reclassifications.
• Process daily reconciliation and conduct ad hoc break report reviews.
• Aid in creating and reviewing audit procedure documentation, ensuring compliance with IRS Chapter 3 & 4 NRA and FATCA regulations.
• Maintain familiarity with various client account classifications and the associated tax document requirements, withholding, and reporting obligations.
• Utilize Excel and other relevant computer programs proficiently to support analysis and reporting needs.

Qualifications:

• Bachelor’s Degree in Finance, Accounting, or a related field.
• Prior experience in the financial industry is highly preferred.
• Strong understanding of client service and process controls, with a capacity to learn internal systems quickly.
• Proficiency in Microsoft Excel and other relevant software applications.
• Superior communication skills, both verbal and written.

Top Skills:

• Solid knowledge of tax reporting for 1099s and 1042-S forms.
• Excellent customer service capabilities, with the ability to work independently.
• Willingness to work nights and weekends during peak tax season (January to April) as required.
• Strong soft skills, particularly in phone communication with Financial Advisors and Client Service Associates.
• Eagerness to learn, with the ability to analyze issues and escalate as necessary.

Personal Attributes:

• Ability to work independently and collaboratively within a team environment.
• Excellent time management, interpersonal, and problem-solving skills.
• Ability to manage multiple projects concurrently while meeting tight deadlines.
• Strong attention to detail and commitment to quality work.
• Consistent exercise of sound and decisive judgment.
• Commitment to personal and professional development.

Education: Bachelors Degree