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- The Junior Financial Analyst will join our client's US Tax Operations team, responsible for handling all reporting obligations for the Firm's Wealth Management and Institutional clients. This role is pivotal in ensuring compliance with IRS regulations and maintaining accurate cost basis records for client assets. Key Responsibilities: Operational Support: Collaborate with cross-organizational operations teams to handle queries, reconcile discrepanciesThe Junior Financial Analyst will join our client's US Tax Operations team, responsible for handling all reporting obligations for the Firm's Wealth Management and Institutional clients. This role is pivotal in ensuring compliance with IRS regulations and maintaining accurate cost basis records for client assets. Key Responsibilities: Operational Support: Collaborate with cross-organizational operations teams to handle queries, reconcile discrepancies
- As a Junior Financial Analyst, you will play a crucial role in ensuring the accuracy and integrity of our cost basis and tax reporting processes. Your responsibilities will include: Conducting data analysis and reconciliation of cost basis data from various sources. Producing accurate and actionable status reports. Reviewing and approving tax documents such as W-8s. Assisting in the review of year-end tax forms and related checkouts. Performing income reAs a Junior Financial Analyst, you will play a crucial role in ensuring the accuracy and integrity of our cost basis and tax reporting processes. Your responsibilities will include: Conducting data analysis and reconciliation of cost basis data from various sources. Producing accurate and actionable status reports. Reviewing and approving tax documents such as W-8s. Assisting in the review of year-end tax forms and related checkouts. Performing income re
- Our client is in search of a skilled editor/writer capable of producing engaging content that informs and captivates our audience. Duties: -The Analyst supporting Client Relations/Senior Investor inquiries and concerns will ensure Firm compliance with regulations governing the handling of non-sales practice client complaints. - Responsible for collaboration with Client branches and operational business partners in the investigation, research, and resolutOur client is in search of a skilled editor/writer capable of producing engaging content that informs and captivates our audience. Duties: -The Analyst supporting Client Relations/Senior Investor inquiries and concerns will ensure Firm compliance with regulations governing the handling of non-sales practice client complaints. - Responsible for collaboration with Client branches and operational business partners in the investigation, research, and resolut
