Compunnel Inc.
This range is provided by Compunnel Inc.. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$20.00/hr - $22.00/hr Direct message the job poster from Compunnel Inc. Recruiting Professional - Recruitment and Delivery
Job Title:
Junior Financial Analyst – Tax Operations Location:
South Jordan, UT 84095 ( Hybrid ) Duration:
12-month contract Overview
The US Tax Operations team handles all reporting obligations for the Firms Wealth Management and Institutional clients, and is responsible for ensuring compliance with the IRS regulations. The team is primarily located in Utah with additional coverage in New York and India. The Gain & Loss department maintains cost basis records and provides Gain/Loss reporting for assets held in Client’s Wealth Management customer accounts. The Tax teams work closely with cross-organizational operations teams, handle related queries, reconcile discrepancies between various processing systems, ensure accuracy of regulatory reporting (e.g. cost basis and withholding), and support requirements and testing of strategic platform initiatives. Responsibilities
Support reporting obligations and cost basis management for regulatory compliance. Collaborate with cross-organizational teams to resolve queries and reconcile discrepancies between processing systems. Assist with testing and implementation of strategic platform initiatives. Manage multiple projects and prioritize effectively to meet deadlines. Qualifications
Requirements: Ability to work well independently and within a team environment Excellent time management, interpersonal, and problem-solving skills Ability to concurrently manage multiple projects, and prioritize effectively to meet tight and enforced deadlines Attention to detail and quality of work Ability to consistently exercise sound and decisive judgment Commitment to personal development Qualifications: Bachelor's Degree in a Business field and/or experience in the Financial Industry Understanding of general accounting principles Understanding of general process controls, with knowledge of database, spreadsheet applications, and data modelling, including Microsoft Excel, Access and other Office applications Superior communication Skills, both oral and written Seniority level
Mid-Senior level Employment type
Contract Job function
Finance, Analyst, and Accounting/Auditing Industries
Financial Services Banking Accounting Referrals increase your chances of interviewing at Compunnel Inc. by 2x
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$20.00/hr - $22.00/hr Direct message the job poster from Compunnel Inc. Recruiting Professional - Recruitment and Delivery
Job Title:
Junior Financial Analyst – Tax Operations Location:
South Jordan, UT 84095 ( Hybrid ) Duration:
12-month contract Overview
The US Tax Operations team handles all reporting obligations for the Firms Wealth Management and Institutional clients, and is responsible for ensuring compliance with the IRS regulations. The team is primarily located in Utah with additional coverage in New York and India. The Gain & Loss department maintains cost basis records and provides Gain/Loss reporting for assets held in Client’s Wealth Management customer accounts. The Tax teams work closely with cross-organizational operations teams, handle related queries, reconcile discrepancies between various processing systems, ensure accuracy of regulatory reporting (e.g. cost basis and withholding), and support requirements and testing of strategic platform initiatives. Responsibilities
Support reporting obligations and cost basis management for regulatory compliance. Collaborate with cross-organizational teams to resolve queries and reconcile discrepancies between processing systems. Assist with testing and implementation of strategic platform initiatives. Manage multiple projects and prioritize effectively to meet deadlines. Qualifications
Requirements: Ability to work well independently and within a team environment Excellent time management, interpersonal, and problem-solving skills Ability to concurrently manage multiple projects, and prioritize effectively to meet tight and enforced deadlines Attention to detail and quality of work Ability to consistently exercise sound and decisive judgment Commitment to personal development Qualifications: Bachelor's Degree in a Business field and/or experience in the Financial Industry Understanding of general accounting principles Understanding of general process controls, with knowledge of database, spreadsheet applications, and data modelling, including Microsoft Excel, Access and other Office applications Superior communication Skills, both oral and written Seniority level
Mid-Senior level Employment type
Contract Job function
Finance, Analyst, and Accounting/Auditing Industries
Financial Services Banking Accounting Referrals increase your chances of interviewing at Compunnel Inc. by 2x
#J-18808-Ljbffr