junior financial analyst.

Our client is seeking a motivated and detail-oriented Junior Financial Analyst to join the US Tax Operations team. This team plays a critical role in ensuring compliance with IRS regulations by managing reporting obligations for the firm's Wealth Management and Institutional clients. As part of the Gain & Loss department, you will help maintain cost basis records, support gain/loss reporting, reconcile discrepancies, and contribute to strategic platform initiatives.

Key Responsibilities:

• Regulatory Compliance:
  
  
  • Ensure accurate and timely reporting to meet IRS regulations, including cost basis and withholding requirements.
  • Assist in resolving discrepancies across various processing systems to maintain compliance.
• Data Management & Reporting:
  
  
  • Maintain cost basis records for Wealth Management customer accounts.
  • Provide gain/loss reporting and support queries related to these operations.
• Collaboration & Support:
  
  
  • Work closely with cross-organizational operations teams to resolve issues and ensure alignment.
  • Contribute to the requirements and testing phases of strategic platform initiatives.
• Process Improvement:
  
  
  • Analyze processes to identify inefficiencies and recommend enhancements.
  • Maintain high standards of quality and accuracy in deliverables.

Qualifications:

• Education: Bachelor’s degree in Accounting, Finance, Economics, or a related field preferred.
• Experience:
  • 0-2 years of relevant experience in financial operations, tax compliance, or a related area.
  • Familiarity with cost basis reporting and IRS regulations is a plus.

salary: $23.36 - $23.37 per hour
shift: First
work hours: 8 AM - 5 PM
education: Bachelors

Responsibilities

The US Tax Operations team handles all reporting obligations for the Firms Wealth Management and Institutional clients, and is responsible for ensuring compliance with the IRS regulations. The team is primarily located in Utah with additional coverage in New York and India. The Gain & Loss department maintains cost basis records and provides Gain/Loss reporting for assets held in MS Wealth Management customer accounts. The Tax teams work closely with cross-organizational operations teams, handle related queries, reconcile discrepancies between various processing systems, ensure accuracy of regulatory reporting (e.g. cost basis and withholding), and support requirements and testing of strategic platform initiatives.




Skills

Financial Reporting

Financial Analysis

Financial Audit

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.