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GWIM Sr Operations Analyst

Pennington, New Jersey;

Job Description:

Wealth Management 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 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.
****Mandatory overtime is required during tax season, which is generally January-April.  This may include up to 6 day work weeks and an additional 1-2 hours daily M-F or on bank holidays based on business needs*****

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

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Wealth Management 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 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.
****Mandatory overtime is required during tax season, which is generally January-April.  This may include up to 6 day work weeks and an additional 1-2 hours daily M-F or on bank holidays based on business needs*****

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

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22086070

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Tamula Neal

Referral Bonus:

0