Financial Analyst Junior - Aptask : Job Details

About Client:Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. It is a prominent global financial services firm with a rich history and a strong presence in the financial industry.The Client is committed to corporate responsibility and sustainability. It aims to make a positive impact on society through various initiatives, such as promoting environmental sustainability, supporting diversity and inclusion, and engaging in philanthropic activities.Rate Range: $20-$25.88/HrJob Description:

• Tax Operations is seeking an experienced individual to support ***'s Client Service Tax team.
• This role will present the candidate with challenging opportunities due to the high regulatory risk coupled with high volumes, tight deadlines, and demanding client base.
• The position requires exceptionally strong organization, process, and people management skills.
• In addition, this role requires excellent collaboration, execution, and communication (written and verbal) skills.

Responsibilities:

• This individual will be responsible to troubleshoot, research and action all client/stakeholder queries related to documentation, withholding, change in circumstance and reporting.
• The ideal candidate has prior tax experience and Must be familiar with all aspects of tax operations.
• The candidate will have extensive interactions with internal stakeholders within various Business Unit Account Managers, all levels of various Branches, Financial Advisors and colleagues outside of Tax Operations (e.g Client Reference Data Ops, Tax Technology, Tax Compliance) and will be expected to collaborate with the team(s), propose and ensure implementation of solutions.

Skills Required:

• Tax knowledge related to year-end tax reporting for 1099's and 1042-S forms and documentations (W8Ben, W8Bene, W8IMY, W8Exp, W8 ECI and W9)
• Highly skilled in customer service, ability to work independently
• Ability to work nights and weekends during the months of Jan to April (tax season) and as needed - Soft skills as they will be on the phones with FA/CSAs
• Eagerness to learn and ability to analyze issues and escalate High Level Primary Responsibilities which include assisting Financial Advisors via MSSN/PSN calls and Case Management tickets that are sent to Tax Ops-Assist in reviewing Year End Processing, Mass corrections, IRS Files, Reclasses
• Processing daily reconciliation and adhoc break report reviews
• Assisting in creating and reviewing audit procedure documentation-Knowledge in IRS Chapter 3 & 4 NRA and FATCA regulations-Knowledge of withholding and reporting
• Must be familiar with the various types of client account classifications, tax document requirements and associated withholding and reporting requirements
• Proficiency with Excel and relevant computer programs is required

Qualifications:

• Bachelor's Degree
• Prior experience in the Financial Industry is HIGHLY preferred.
• Understanding of client service, process controls, with the ability to learn internal systems quickly
• Superior Communication Skills, both oral and written
• Ability to work independently well within a team environment
• Excellent Time Management, interpersonal, and problem-solving skills
• Ability to concurrently manage multiple projects, and prioritize effectively to meet tight and enforced Operational and annual deadlines for the firm
• Attention to detail and quality of work
• Ability to consistently exercise sound and decisive judgment
• Commitment to personal development
• Role is Hybrid and will require in office attendance 3 days/week.

Non-benefitted (other than those mandated under state or federal law).Please note that this position does not include paid time off benefits. ApTask offers subsidized insurance coverage to our employees. About ApTask:Join ApTask, a global leader in workforce solutions and talent acquisition services, as we shape the future of work. We offer a comprehensive suite of offerings, including staffing and recruitment services, managed services, IT consulting, and project management, providing unparalleled opportunities for professional growth and development. As a member of our dynamic team, you'll have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success for our clients across diverse industries. If you are passionate about excellence, collaboration, and innovation, and aspire to make a meaningful impact in the world of work, come join us at ApTask and be a part of our mission to empower organizations to thrive.Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview. Candidate Data Collection Disclaimer:At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.If you have any concerns or queries about your personal information, please feel free to contact our compliance team at