Financial Analyst (Level I)

Financial Analyst (Level I)

Location: Jacksonville, FL

Duration: 6 Months Contract

Pay Rate: $25/hr on W2

Target Start Date: 10/5/26

End Date: 2/26/27

Training schedule: Onsite 5 days/week

Schedule: Potential for hybrid schedule once trained

Hybrid schedule requirement of a minimum of 3 days per week

Hours: October - December 8-4:30

January - February Mandatory OT 6 days/week with possible OT daily

Job Description:

Consumer and Wealth Tax Operations Statement Team is responsible for the production of ~4,500,000 tax reporting statements and forms. Responsibilities include but are not limited researching, resolving and validating the integrity of tax entries and tax income data housed on the tax reporting database. This data is then used to produce our tax statements and reported to the IRS, Puerto Rico, and various states. This will include daily, monthly and annual report validation for numerous internal processes. Weekend/Weekday overtime is required when necessary and especially during tax season, January through April.

Key Responsibilities:

Validate data and reports against tax database

Review tax statements and forms to identify and resolve issues

Support team process functions

Research and reply to reporting inquiries from Branch Office

Strong reconciliation skills

Required Skills:

Strong written and verbal communication skills

Tax background

Proficient in Microsoft Office products, strong Excel skills

Team player who is self-directed and detail oriented

Strong analytical and problem solving skills

Accurate and efficient data entry

Ability to work cooperatively with various levels of associates and embrace change with a positive approach

Ability to prioritize multiple priorities with adherence to deadlines.