Junior Financial Analyst Job at Russell Tobin, South Jordan, UT

c1dmaGZLbDIrSHlLUGtlREpaQzRld0VFZ1E9PQ==
  • Russell Tobin
  • South Jordan, UT

Job Description

Job Description

Job Description

Job Description
The US Tax Operations team is responsible for handling all reporting obligations related to Wealth Management and Institutional clients, ensuring compliance with IRS regulations. The team is primarily based in Utah, with additional coverage in New York and India. The Gain & Loss department manages cost basis records and provides Gain/Loss reporting for assets held in customer accounts. The Tax teams collaborate with cross-functional operations teams, handle related queries, reconcile discrepancies between various systems, ensure accuracy of regulatory reporting (e.g., cost basis and withholding), and support strategic platform initiatives, including requirements and testing.

Requirements:

  • Ability to work independently and within a team environment
  • Excellent time management, interpersonal, and problem-solving skills
  • Ability to manage multiple projects simultaneously and prioritize effectively to meet operational and annual deadlines
  • Strong attention to detail and commitment to quality work
  • Consistent exercise of sound and decisive judgment
  • Commitment to personal development

Qualifications :

  • Bachelor's degree in a business-related field or relevant experience in the financial industry
  • Understanding of general accounting principles as applied in the industry
  • Familiarity with general process controls and proficiency in database, spreadsheet applications, and data modeling, including Microsoft Excel, Access, and other Office applications
  • Superior communication skills, both oral and written.

Job Tags

Similar Jobs

Cutting Edge Glass

Glass Installer/Glazier Job at Cutting Edge Glass

 ...Job Description Job Description Busy, well established glass company is seeking an experienced Glazier for installation of Storefront and other commercial glazing. Must be reliable, organized and have a good work ethic. Job functions and requirements -Must be... 

Superprof

Superprof, the USA’s #1 tutoring network, is offering you the chance to become a private Mathematics tutor Job at Superprof

 ...Profile Superprof is the USA's leader in private tutoring and dedicated to connecting those who want to learn and those who want to teach. Our knowledge-sharing platform allows tutors and students to find each other easily and in total confidence. Job Description... 

Apozealpharma

Director Of Quality, Regulatory, Pharmacovigilance Job at Apozealpharma

 ...and generic pharmaceuticals across a broad range of therapeutic areas.Location: LevittownThe Director of Quality, Regulatory, Pharmacovigilance oversees and manages activities responsible for all quality related activities including but not limited to internal and... 

Honda World

Sales Consultant - No Experience Required Job at Honda World

 ...Proficient in basic business math including percentages Capable of learning and using Microsoft Office, accounting software, and proprietary sales programs Persistent, competitive and good work ethic Focuses on the guest's needs to enhance dealership and personal... 

Shine

Junior Business Analyst (Remote) Job at Shine

 ...drive the industry forward in the ever-evolving world of advertising. About the role We are looking for a proactive Junior Business Analyst to join our growing team. In this role, you will support the analysis of business processes, identify improvement opportunities...