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GWIM Sr. Operations Analyst- Tax Reporting

Jacksonville, Florida

Job Description:

GWIM Tax Reporting Operations is responsible for the multiple tax related functions to support IRS and State regulatory required tax reporting and withholding payments, primarily on behalf of GWIM Investment and retirement accounts. The GWIM Senior Operations Analyst role with Tax Reporting Operations will function as a subject matter expert in all areas short form tax reporting, state reporting and 990T processing. This role will be responsible for completing complex requests submitted by Front Line Units via New Service Gateway and email,  managing New Service Gateway queues and requests, training of associates and contractors, procedure maintenance, providing quality service and effective operational support for internal business partners’ research and process requests for tax form corrections and ensure delivery of corrected tax forms, research changes or new requirements for state and federal tax guidelines to mitigate risk and ensure accurate and timely reporting, complete yearly tax form testing and production validation and assisting management in any other duties as assigned.

Overtime may be required to support business needs, especially during Tax season (Jan. - April)

Required Skills:

  • 1-2 years prior experience in the financial industry
  • Proficiency with Microsoft Office Applications- specifically EXCEL
  • High attention to detail
  • Exhibit professionalism in all situations
  • Demonstrate a proven ability to navigate multiple systems simultaneously
  • Strong  analytical and organizational skills; ability to prioritize and handle multiple job related duties efficiently while exercising sound judgment to ensure SLA, strict deadlines and business KPIs are met
  • Proven history of effective ownership and accuracy
  • Team player with ability to work independently

Desired Skills:

  • College degree preferred
  • Experience in Tax Reporting
  • Experience within Wealth Management Operations
  • Reconciliation background is a plus

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

GWIM Tax Reporting Operations is responsible for the multiple tax related functions to support IRS and State regulatory required tax reporting and withholding payments, primarily on behalf of GWIM Investment and retirement accounts. The GWIM Senior Operations Analyst role with Tax Reporting Operations will function as a subject matter expert in all areas short form tax reporting, state reporting and 990T processing. This role will be responsible for completing complex requests submitted by Front Line Units via New Service Gateway and email,  managing New Service Gateway queues and requests, training of associates and contractors, procedure maintenance, providing quality service and effective operational support for internal business partners’ research and process requests for tax form corrections and ensure delivery of corrected tax forms, research changes or new requirements for state and federal tax guidelines to mitigate risk and ensure accurate and timely reporting, complete yearly tax form testing and production validation and assisting management in any other duties as assigned.

Overtime may be required to support business needs, especially during Tax season (Jan. - April)

Required Skills:

  • 1-2 years prior experience in the financial industry
  • Proficiency with Microsoft Office Applications- specifically EXCEL
  • High attention to detail
  • Exhibit professionalism in all situations
  • Demonstrate a proven ability to navigate multiple systems simultaneously
  • Strong  analytical and organizational skills; ability to prioritize and handle multiple job related duties efficiently while exercising sound judgment to ensure SLA, strict deadlines and business KPIs are met
  • Proven history of effective ownership and accuracy
  • Team player with ability to work independently

Desired Skills:

  • College degree preferred
  • Experience in Tax Reporting
  • Experience within Wealth Management Operations
  • Reconciliation background is a plus

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21070549

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Dawn Peterson

Referral Bonus:

0

Street Address

Primary Location:
4802 DEER LAKE DR E, FL, Jacksonville, 32246