Tax Documentation Analyst

  • location: Wilmington, DE
  • type: Contract
  • salary: $22 - $24 per hour
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job description

Tax Documentation Analyst

job summary:
Job Responsibilities

  • Analyze transactional activity for consistency and accuracy; liaise with appropriate team(s) and/or individual(s) to facilitate the required adjustments
  • Assess the impact of industry, legislative, and/or other changes and develop and communicate required procedural changes resulting from the industry and legislative changes
  • Review and analyze the integrity of client data
  • Responsible for required tax withholding and reporting
  • Perform data and tax package analysis as well as year-end controls and verification
  • Ability to identify areas of improvement and recommend efficiency enhancements
  • Cross train with other team members, other operational teams, as well as Client Service
  • Document and enhance procedures and training documentation
  • Document and enhance MIS relating to data analysis, inquiries, and maintain daily MIS
  • Ensure adherence to procedures, control policies, and service level agreements
  • Communicate and participate in multiple operational, technological, and business projects (business requirements, testing, implementation, procedures, etc.)
  • Liaise with business partners to assist in the development, enhancement, and implementation of best practices (other areas of Wealth Management, Investment Bank, and the firm)
  • Serve as a subject matter expert
 
location: Wilmington, Delaware
job type: Contract
salary: $22 - 24 per hour
work hours: 9 to 5
education: Bachelor's degree
experience: 1 Years
 
responsibilities:
Job Responsibilities

  • Analyze transactional activity for consistency and accuracy; liaise with appropriate team(s) and/or individual(s) to facilitate the required adjustments
  • Assess the impact of industry, legislative, and/or other changes and develop and communicate required procedural changes resulting from the industry and legislative changes
  • Review and analyze the integrity of client data
  • Responsible for required tax withholding and reporting
  • Perform data and tax package analysis as well as year-end controls and verification
  • Ability to identify areas of improvement and recommend efficiency enhancements
  • Cross train with other team members, other operational teams, as well as Client Service
  • Document and enhance procedures and training documentation
  • Document and enhance MIS relating to data analysis, inquiries, and maintain daily MIS
  • Ensure adherence to procedures, control policies, and service level agreements
  • Communicate and participate in multiple operational, technological, and business projects (business requirements, testing, implementation, procedures, etc.)
  • Liaise with business partners to assist in the development, enhancement, and implementation of best practices (other areas of Wealth Management, Investment Bank, and the firm)
  • Serve as a subject matter expert
 
qualifications:
Job Qualifications

  • Two to four years of financial/operational experience; tax experience required
  • Ability to multi-task, plan, and prioritize in a fast-paced environment
  • Ability to work as a strong team member
  • Advanced problem solving and analytical skills
  • Excellent time management and strong organizational skills
  • Strong oral and written communication skills; comfortable with scheduling and facilitating discussions
  • Self-directed and motivated with attention to detail
  • Flexibility to work extended hours as needed
  • Proficient with Microsoft Products - Word, Excel and Power Point
  • BS/BA required
 
skills: TAX
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.

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