Financial Analyst Junior | Level 1 Job at eTeam, South Jordan, UT

SGNNYkg2ZUN6SXlvNzJrQVYzUTBZWFppQUE9PQ==
  • eTeam
  • South Jordan, UT

Job Description

Job Title: Financial Analyst Junior | Level 1
Location: South Jordan UT (Hybrid)
Duration: 12 Months

The US Tax Operations team handles all reporting obligations for the Firms Wealth Management and Institutional clients, and is responsible for ensuring compliance with the IRS regulations. The team is primarily located in Utah with additional coverage in New York and India. The Gain & Loss department maintains cost basis records and provides Gain/Loss reporting for assets held in MS Wealth Management customer accounts. The Tax teams work closely with cross-organizational operations teams, handle related queries, reconcile discrepancies between various processing systems, ensure accuracy of regulatory reporting (e.g. cost basis and withholding), and support requirements and testing of strategic platform initiatives. The department has a major focus on automation. We work closely with technology and continually look for ways to improve efficiency and reduce risk through Alteryx, UI Path, and EUC tools when resolution isn't immediately available systemically.

Requirements:
- 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.

Qualifications:
- Bachelors Degree in a Business field and/or experience in the Financial Industry.
- Understanding of general accounting principles as they apply to the industry.
- Understanding of general process controls, with knowledge of database, spreadsheet applications, and data modelling, including Microsoft Excel, Access and other Office applications.
- Superior Communication Skills, both oral and written.

ET_PB01

Job Tags

Work at office, Immediate start,

Similar Jobs

Willdan

Building Inspector Job at Willdan

 ...Public Agency Resources (PARS), a subsidiary of Willdan Group Inc., is seeking a part-time Building Inspector to perform municipal inspections across the central Minnesota region. You'll support local jurisdictions by verifying compliance with the Minnesota State Building... 

CAMC Health System

OB/GYN - OB Gyn - WCH-MSOB Job at CAMC Health System

 ...Summary Provide OB/Gyn services to the patients of the CAMC per the terms of the employment agreement and serve as a member of the faculty. Responsibilities To provide care to CAMC patients in the field of OB/Gyn in compliance with the highest standards... 

Eaton Aerospace

Senior Manufacturing Engineer Job at Eaton Aerospace

 ...Job Description Eaton's ES AMER ARS division is currently seeking a Senior Manufacturing Engineer. This is an onsite role based at our Lincoln, IL manufacturing facility. The expected annual salary range for this role is $86000 - $126000 a year. This position is... 

Lean Synergy Solutions

Appliance Repair Technician - WI Job at Lean Synergy Solutions

 ...Appliance Repair Technician Position Summary: We are seeking a skilled and customer-focused Appliance Repair Technician to join a growing service team in Madison WI. This role is ideal for someone who enjoys troubleshooting, problem-solving, and helping customers... 

Equinox

Retail Shop Manager on Duty, Marina del Rey Job at Equinox

 ...energetic, creative, and enthusiastic Retail Shop Managers-on-Duty to join the Equinox team at its state-of-the-art locations in Marina del Ray. This is a great position for a candidate looking to make a significant impact in a growing and dynamic organization....