Financial Analyst (Level II) - ICONMA, LLC
Pennington, NJ 08534
About the Job
Our Client, a Financial/Banking Company, is looking for Financial Analyst (Level II) for their Pennington, NJ/Hybrid location
Responsibilities:
- Wealth Management Tax Operations 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 Wealth Management Senior Operations Representative role with Tax Operations will be responsible for information reporting to the IRS for retail accounts. This role will be responsible for working various reports to 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.
Requirements
- Proficient skills using Microsoft Office applications with a focus on Excel
- Demonstrate a proven ability to navigate multiple systems simultaneously
- Excellent organization skills; ability to prioritize and handle multiple job-related duties efficiently while exercising sound judgment strict deadlines
- 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
Desired Skills:
- College Degree Preferred
- Operations experience a plus
Why Should You Apply?
- Health Benefits
- Referral Program
- Excellent growth and advancement opportunities
As an equal opportunity employer, ICONMA provides an employment environment that supports and encourages the abilities of all persons without regard to race, color, religion, gender, sexual orientation, gender identity or express, ethnicity, national origin, age, disability status, political affiliation, genetics, marital status, protected veteran status, or any other characteristic protected by federal, state, or local laws.
Source : ICONMA, LLC