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Financial Analyst

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Pionear Recruiting

2021-12-03 08:53:40

Job location Jacksonville, Florida, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

· 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.



Job Requirements:

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.

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