Job Title: Tax Data Analyst
Client: Banking & Finance
Location:Tampa, FL 33610 - Hybrid Role
Duration: 03 Months (Extension/Conversion will be based on performance)
Pay Rate: ($23-$24) hourly
Job Description:
Required Skills:
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2 to 5 years of relevant experience, in an operations environment.
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Reconciliation of data from multiple sources.
- 1099 or 1042s forms experience.
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Ability to interact confidently with other divisions, at all levels.
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Proactive and questioning nature.
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Strong MS Office skills.
About the Role:
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Markets Tax Information Reporting (TIR) is responsible for IRS Tax reporting 1099 and 1042s across multiple workstreams and legal entities.
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The volume of client accounts and transactions is significant and with the processes a mix of manual and systemic, there can at times be reconciliation differences during the year-end tick-back process.
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The analyst will work with the TIR Subject Matter Expert (SME) to perform a data reconciliation of past financial filing years in order to pick up any differences that could give rise to incorrect tax reporting or potentially under/over withholding of US taxes.
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The analyst will also work with the SME to produce specific metrics to present to management and track the progress of the reconciliations and any resulting breaks/resolution of breaks.
Key Responsibilities:
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Analyze data and perform reconciliations to pick up any issues or data anomalies.
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Present findings to SME and management
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Support the resolution of any data issues through the completion of specific templates and work papers.
Knowledge/Experience:
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Practical Experience in undertaking reconciliation-related activities in a financial institution.
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Experience in compiling data, defining, documenting presenting findings and progress.
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Practical experience in an operations environment.