Financial Analyst (Level I)

About the Role:

Job Title: Financial Analyst (Level I)
Location: Jacksonville FL 
Duration: 6 Months Contract
Pay Rate: $25/hr on W2
Target Start Date: 10/5/26
[Due to business need this role requires a specific start date and will require resources that can meet the outlined start date]
End Date: 2/26/27
Training schedule: Onsite 5 days/weeek
Schedule: Potential for hybird 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

Please find the job description below. I’d love to schedule a quick call to go over the details and learn more about what you’re looking for in your next role. If this is not the right fit for what you are targeting right now we are also happy to pay a referral bonus if you have a former colleague in mind please feel free to pass this information along as well!

Job Description:
Consumer and Wealth Tax Operations Statement Team is responsible for the production of ~4,500,000 tax reporting statements and forms. Responsbilities 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.

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