financial data reporting ops analyst.

Are you ready to dive into the fast-paced world of tax reporting? We’re seeking a detail-oriented Financial Data & Reporting Ops Analyst to join our Wealth Management Tax Operations team. In this role, you’ll be a subject matter expert on short form tax reporting, ensuring timely and accurate submissions to the IRS and state agencies. You’ll collaborate closely with internal teams, tackle complex tax requests, and help maintain tax compliance. If you have strong analytical skills, proficiency in Excel, and thrive in a dynamic environment—especially during tax season—this could be the perfect opportunity for you!

Note: Mandatory overtime is required from January through April, which may include 6-day work weeks and extended daily hours.



salary: $23.94 - $23.95 per hour
shift: First
work hours: 8 AM - 5 PM
education: Bachelors

Responsibilities

• Wealth Management Tax Operations is responsible for the multiple tax related functions to support IRS and State regulatory required tax reporting and withholding payments, primarily on behalf of Wealth Management investment and retirement accounts.
• The Financial Data and Reporting Ops Analyst within Tax Operations will function as a subject matter expert in all areas short form tax reporting, state reporting, production of short form tax reporting statements, transmission of short-form tax data to the Internal Revenue Service and various state revenue/reporting agencies within specified regulatory deadlines and 990T processing.
• This role will work closely with the ML entities that are supported by Tax Operations and will be responsible for updating entity service level agreements, communicating tax changes and reviewing entity data, completing complex requests submitted by Front Line Units via Service Request Portal and email, training of associates and contractors, procedure maintenance, providing quality service and effective operational support for internal business partners', research changes or new requirements for state and federal tax guidelines to mitigate risk and ensure accurate and timely reporting, complete yearly tax form testing and production validation and assisting management in any other duties as assigned.

Skills

Financial Analysis

Financial Audit

Financial Statements

Qualifications

Years of experience: 2 years

Experience level: Experienced

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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 HRsupport@randstadusa.com.

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 health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).

This posting is open for thirty (30) days.