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*This role is on-site*
*Interviews will be one round via video conference*
BACHELOR'S DEGREE OR EQUIVALENT EXPERIENCE IN THE FINANCIAL SERVICE INDUSTRY
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. 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.
Job Type: Contract
Pay: $20.00 - $23.00 per hour
Expected hours: 40 per week
Benefits:
Experience level:
Schedule:
Work Location: In person
Contractor
Business Services
$61k-77k (estimate)
03/24/2024
06/29/2024
lenmarit.com
JERSEY CITY, NJ
500 - 1,000
1998
Private
LENNY DIMENTMAN
$10M - $50M
Business Services
Lenmar is an Information Technology services firm that focuses on serving banking and financial services industries.