Financial Analyst (Level I)

This is your opportunity to join a multinational investment bank and financial services holding company whose investment banking and auxiliary sectors are headquartered in Manhattan, NY!

Job Title: Financial Analyst
Location: Jacksonville, FL 32256
Schedule: Hybrid | Training onsite 5 days/week, then transition to a hybrid schedule with a minimum of 4 days onsite per week
Pay Rate: $24.43/hour (paid weekly)
Start Date: ASAP, pending onboarding completion
Duration: 4-6 month contract with potential for extension or conversion to full-time employment

Overview
The role will support IRS and state regulatory reporting requirements, with a focus on international and retirement account tax reporting.

Responsibilities

• Process and complete requests received through e-task queues, team mailboxes, and exception reports.
• Support tax reporting activities for international and retirement accounts.
• Ensure compliance with IRS and state regulatory deadlines and reporting requirements.
• Maintain accuracy and quality while meeting established service level agreements (SLAs) and business KPIs.
• Assist with annual tax form testing and production validation activities.
• Support procedure documentation and updates.
• Research and resolve operational issues and exceptions.
• Communicate professionally with internal partners and stakeholders.
• Perform additional duties as assigned to support tax operations.

Required Skills & Qualifications

• Strong proficiency in Microsoft Office applications, particularly Excel.
• Ability to navigate multiple systems simultaneously and efficiently.
• Excellent organizational skills with the ability to prioritize competing responsibilities.
• Proven track record of accuracy, accountability, and ownership.
• Ability to work independently and resolve complex situations effectively.
• Strong analytical and problem-solving capabilities.
• Excellent verbal and written communication skills, including professional email etiquette.
• Strong attention to detail and commitment to meeting deadlines.
• Professional demeanor and ability to work effectively in a fast-paced environment.

At Tailored Management, we help people get jobs and take pride in their work, so we better take pride in ours too. Not every company has the opportunity to meaningfully and directly impact individuals in a way that makes their lives tangibly better. To better support our employees, we offer a wide variety of benefit options to support you. We offer:

• Medical Coverage – HDHP, PPO, and Surest plan options
• Minimum Essential Coverage (MEC)
• Dental Insurance
• Vision Insurance
• Short-Term Disability (STD)
• Long-Term Disability (LTD)
• Life & AD&D Insurance
• Critical Illness Insurance
• Accident Insurance
• Employee Assistance Program (EAP)

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