Financial Analyst (Level I)

Financial Analyst

Apex Systems, a World-Class Technology Solutions Provider, is seeking applicants for the below position on behalf of our client. Please apply if interested and qualified. Please note that only qualified candidates will be contacted.

Location : Jacksonville, FL

Duration : 8 Month Contract

Pay Rate : $20-24.43 per hour

Description

Team 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 Financial Analyst role within Tax Ops will be responsible for information reporting to the IRS for International and retirement accounts. This role will be responsible for working requests received in the New Service Gateway queue, team email boxes and various exception reports, ensure adherence to regulatory deadlines and requirements to ensure accurate and timely delivery of tax forms. Additionally, this role will assist with procedure maintenance, participate in yearly tax form testing and production validation and assist the team in any other duties as assigned.

Required Skills

Proficient PC skills including Microsoft Office applications and especially Excel

Proven ability to navigate multiple systems simultaneously

Excellent organization 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

Possess the ability to work independently while effectively managing and finding resolution to complex situations

Communicate effectively including excellent listening skills and professional phone / email etiquette

Exhibit professionalism in all situations

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).

Apex Benefits Overview

Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a retirement plan (401k or local country equivalent) program. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses / books / seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Apex team member can provide.

EEO Employer

Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.