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GWIM Sr Operations Analyst

Jacksonville, Florida;

Job Description:

Wealth Management Tax Operations is responsible for the multiple tax related functions to support IRS and State regulatory required tax reporting, withholding payments, and cost basis updates, primarily on behalf of Wealth Management Investment and retirement accounts. The Wealth Management Senior Operations Analyst role within Tax Operations will be responsible for production of short form tax reporting statements and transmission of short-form tax data to the Internal Revenue Service and various state revenue/reporting agencies, within specified regulatory deadlines. This role will work closely with the ML entities that are supported by Tax Operations and will be responsible for updating entity service level agreements, communicating tax changes and reviewing entity data. The analyst will also become a subject matter expert of the Tax Information Expert System (TaxIES) and its’ sub-platforms. Additionally, this role will be responsible for annual testing of tax forms, the TaxIES platform 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
• Excellent verbal and written communication skills
• 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, and strict deadlines 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


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: No