Financial Analyst - Recruitlink

Job Summary:

The Financial Analyst will be part of the US Tax Operations team, responsible for ensuring compliance with IRS regulations and managing reporting obligations for the firm's Wealth Management and Institutional clients.&

The role includes maintaining cost basis records, providing Gain/Loss reporting for customer accounts, and ensuring the accuracy of regulatory reporting.&

The position involves collaboration with cross-functional teams, handling queries, and supporting strategic platform initiatives.

Key Responsibilities:

Handle Gain/Loss reporting and maintain cost basis records for Wealth Management customer accounts

Collaborate with cross-organizational operations teams to resolve discrepancies and ensure accurate processing

Reconcile discrepancies between processing systems and ensure regulatory reporting accuracy (e.g., cost basis and withholding)

Assist with requirements gathering and testing for strategic platform initiatives

Manage multiple projects concurrently, ensuring adherence to tight operational and annual deadlines

Provide support for tax-related inquiries and regulatory reporting tasks

Required Qualifications:

Bachelor’s degree in Business or related field, or equivalent experience in the financial industry

Strong understanding of general accounting principles as applied to the financial industry

Proficiency in database, spreadsheet applications, and data modeling, including Microsoft Excel, Access, and other Office applications

Superior communication skills, both oral and written

Excellent time management, interpersonal, and problem-solving skills

Ability to work independently and as part of a team

Preferred Qualifications:

Experience with financial industry processes and general process controls

Familiarity with IRS regulations and tax-related reporting

Education:

& Bachelors Degree