Financial Analyst

LHH Recruitment Solutions is seeking a Tax/Wealth Management Specialist in Jacksonville, FL for a contract assignment that will span 6 months. This role will support a global banking client and the ideal candidate has previous tax and/or wealth management experience. Please continue reading and apply if interested.

Key Responsibilities:

• Manage short-form tax reporting and state reporting.
• Produce and transmit tax data to IRS and state agencies.
• Update service level agreements and communicate tax changes.
• Review entity data and handle complex requests.
• Train associates and contractors.
• Maintain procedures and ensure quality service.
• Research and implement new tax guidelines.
• Conduct yearly tax form testing and production validation.
• Assist management with additional duties.

Required Skills:

• 1-2 years of banking industry experience.
• Proficiency in Microsoft Excel.
• College degree preferred.
• Experience in tax reporting.
• Background in Wealth Management Operations.
• Reconciliation experience is a plus.
• High attention to detail and professionalism.
• Ability to navigate multiple systems simultaneously.

Worksite Type: Hybrid

Pay: $22.00-23.75/hr