LHH Recruitment Solutions is seeking a Junior Tax/Wealth Management Specialist in Jacksonville, FL for a long-term contract assignment with one of the world's most stable and well-established banks. This is a great opportunity for someone with experience or someone with transferable skills seeking an opportunity in the banking industry. 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.
Desired Skills:
1-2 years of banking industry experience.
Bachelor's degree in finance, accounting or economics.
Background in Wealth Management Operations.
Required Skills:
Proficiency in Microsoft Excel.
High attention to detail and professionalism.
Ability to navigate multiple systems simultaneously.