Financial Analyst (Level I)

Join our Consumer and Wealth Tax Operations Team as a Tax Operations Specialist. In this high-impact role, you will be directly responsible for supporting the integrity and accuracy of over 4.5 million tax reporting statements and forms for high-net-worth individual and institutional accounts. Working at the intersection of data validation, reconciliation, and regulatory compliance, you will research tax entry discrepancies, validate key database reporting, and ensure seamless tax filing with the IRS, Puerto Rico, and state authorities.

salary: $25.9 - $25.91 per hour
shift: First
work hours: 8 AM - 5 PM
education: High School

Responsibilities

Key Responsibilities

• Data Validation & Reporting: Reconcile daily, monthly, and annual reports against the primary tax database to verify the accuracy of high-volume tax entries and income data.

• Tax Form Auditing & Statement Integrity: Review, audit, and troubleshoot issues across tax reporting statements and forms prior to state and federal submission.

• Branch Inquiry & Resolution: Serve as a consultative operational resource by researching and responding to complex tax reporting inquiries from branch offices.

• Process & Operational Support: Assist with core team workflow functions, maintaining strict adherence to regulatory deadlines and operational standards.

Required Qualifications

• Financial & Reconciliation Skills: Demonstrated experience in high-volume data reconciliation, analytical research, and problem-solving.

• Technical Proficiency: Advanced skills in Microsoft Office—specifically Microsoft Excel—with a track record of fast and accurate data entry.

• Communication & Collaboration: Excellent written and verbal communication skills with the ability to partner effectively across various organizational levels.

• Detail-Oriented & Adaptive: ability to prioritize multiple tight deadlines independently while maintaining a flexible, positive approach to changing priorities.

• Seasonal Flexibility: Willingness to work required weekday and weekend overtime during peak tax production cycles (January through April).

Skills

• Tax Compliance (1 year of experience is required)
• Document Review (1 year of experience is required)
• data validation (1 year of experience is required)
• Financial Statements

Qualifications

• Years of experience: 2 years
• Experience level: Experienced

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact View email address on us.fitly.work.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

This posting is open for thirty (30) days.