Financial Analyst (Level I)

  • location: Pennington, NJ
  • type: Contract
  • salary: $12 - $17 per hour
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job description

Financial Analyst (Level I)

job summary:
Description:

Taxlot Processing Job Description and Requirement Summary

Maintenance of Tax Lot Accounting methodologies and serve as a liaison between internal units/departments (PBIG, MLSN) in the immediate resolution of all problems related to Cost basis and Capital Change Transactions. The ability to interpret, process and explain the Taxability information as provided to us from Wolters Kluwer CCH, internal Tax counsel and Issuer statements. Daily functions include but not limited to processing of all Exception Reports. Additional responsibilities include projects aimed at improving the statement and/or underlying systems to support tax lot accounting. Having the ability to understand the Cost Basis Regulations and accurately apply your knowledge to update and maintain current tax lots and for unrealized and realized gains/losses. Need to provide Tax Season Support.

Line of Business Job Description:

Maintenance of Tax Lot Accounting methodologies

Interpret, process and explain the Taxability information provided by Wolters Kluwer CCH, Internal Tax counsel and External Resources, Form 8937 and Issuer statements

Processing of all Exception Reports e.g. ACATS, Physical Transfer Statements, Simons, Cost Basis, Capital Changes, etc.

Participate in projects as it relates to New IRS Tax Guidelines aimed at improving the statement and/or underlying systems

Need to provide Tax Season Support

Computer Savvy

Multi-tasking capability

Train self and fellow associates

Assist when called upon, on inquiries both internal and external

Required Skills:

- Excellent interpersonal skills

- Proven ability to effectively service/resolve client inquiries

- Strong analytical and problem solving skills

- Positive and professional attitude in a team oriented fast paced work environment

- Ability to work effectively and efficiently as an individual contributor in a team set up

- Open to learning the various processes, systems and applications.

- To adhere to the Industry and Government rules and regulations, continue to train and train others to remain in compliance.

Desired Skills:

o Ability to create & run macros.

o Proficient with Microsoft Office, Outlook, Word and Excel

o College Degree

 
location: Pennington, New Jersey
job type: Contract
salary: $12 - 17 per hour
work hours: 8 to 5
education: Bachelor's degree
experience: 2 Years
 
responsibilities:
Description:

Taxlot Processing Job Description and Requirement Summary

Maintenance of Tax Lot Accounting methodologies and serve as a liaison between internal units/departments (PBIG, MLSN) in the immediate resolution of all problems related to Cost basis and Capital Change Transactions. The ability to interpret, process and explain the Taxability information as provided to us from Wolters Kluwer CCH, internal Tax counsel and Issuer statements. Daily functions include but not limited to processing of all Exception Reports. Additional responsibilities include projects aimed at improving the statement and/or underlying systems to support tax lot accounting. Having the ability to understand the Cost Basis Regulations and accurately apply your knowledge to update and maintain current tax lots and for unrealized and realized gains/losses. Need to provide Tax Season Support.

Line of Business Job Description:

Maintenance of Tax Lot Accounting methodologies

Interpret, process and explain the Taxability information provided by Wolters Kluwer CCH, Internal Tax counsel and External Resources, Form 8937 and Issuer statements

Processing of all Exception Reports e.g. ACATS, Physical Transfer Statements, Simons, Cost Basis, Capital Changes, etc.

Participate in projects as it relates to New IRS Tax Guidelines aimed at improving the statement and/or underlying systems

Need to provide Tax Season Support

Computer Savvy

Multi-tasking capability

Train self and fellow associates

Assist when called upon, on inquiries both internal and external

Required Skills:

- Excellent interpersonal skills

- Proven ability to effectively service/resolve client inquiries

- Strong analytical and problem solving skills

- Positive and professional attitude in a team oriented fast paced work environment

- Ability to work effectively and efficiently as an individual contributor in a team set up

- Open to learning the various processes, systems and applications.

- To adhere to the Industry and Government rules and regulations, continue to train and train others to remain in compliance.

Desired Skills:

o Ability to create & run macros.

o Proficient with Microsoft Office, Outlook, Word and Excel

o College Degree

 
qualifications:
Description:

Taxlot Processing Job Description and Requirement Summary

Maintenance of Tax Lot Accounting methodologies and serve as a liaison between internal units/departments (PBIG, MLSN) in the immediate resolution of all problems related to Cost basis and Capital Change Transactions. The ability to interpret, process and explain the Taxability information as provided to us from Wolters Kluwer CCH, internal Tax counsel and Issuer statements. Daily functions include but not limited to processing of all Exception Reports. Additional responsibilities include projects aimed at improving the statement and/or underlying systems to support tax lot accounting. Having the ability to understand the Cost Basis Regulations and accurately apply your knowledge to update and maintain current tax lots and for unrealized and realized gains/losses. Need to provide Tax Season Support.

Line of Business Job Description:

Maintenance of Tax Lot Accounting methodologies

Interpret, process and explain the Taxability information provided by Wolters Kluwer CCH, Internal Tax counsel and External Resources, Form 8937 and Issuer statements

Processing of all Exception Reports e.g. ACATS, Physical Transfer Statements, Simons, Cost Basis, Capital Changes, etc.

Participate in projects as it relates to New IRS Tax Guidelines aimed at improving the statement and/or underlying systems

Need to provide Tax Season Support

Computer Savvy

Multi-tasking capability

Train self and fellow associates

Assist when called upon, on inquiries both internal and external

Required Skills:

- Excellent interpersonal skills

- Proven ability to effectively service/resolve client inquiries

- Strong analytical and problem solving skills

- Positive and professional attitude in a team oriented fast paced work environment

- Ability to work effectively and efficiently as an individual contributor in a team set up

- Open to learning the various processes, systems and applications.

- To adhere to the Industry and Government rules and regulations, continue to train and train others to remain in compliance.

Desired Skills:

o Ability to create & run macros.

o Proficient with Microsoft Office, Outlook, Word and Excel

o College Degree

 
skills: Financial Analysis
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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