Job Title: Tax Data Analyst 

Client: Banking & Finance 

Location: Tampa, FL 33610 - Hybrid Role

Duration: 03 Months (Extension/Conversion will be based on performance)

Pay Rate: ($23-$24) hourly

Job Description:

• 2 to 5 years of relevant experience, in an operations environment.
• Reconciliation of data from multiple sources.
• 1099 or 1042s forms experience.
• Ability to interact confidently with other divisions, at all levels.
• Proactive and questioning nature.
• Strong MS Office skills.

About the Role:

• Markets Tax Information Reporting (TIR) is responsible for IRS Tax reporting 1099 and 1042s across multiple workstreams and legal entities.
• The volume of client accounts and transactions is significant and with the processes a mix of manual and systemic, there can at times be reconciliation differences during the year-end tick-back process.
• The analyst will work with the TIR Subject Matter Expert (SME) to perform a data reconciliation of past financial filing years in order to pick up any differences that could give rise to incorrect tax reporting or potentially under/over withholding of US taxes.
• The analyst will also work with the SME to produce specific metrics to present to management and track the progress of the reconciliations and any resulting breaks/resolution of breaks.

• Analyze data and perform reconciliations to pick up any issues or data anomalies.
• Present findings to SME and management
• Support the resolution of any data issues through the completion of specific templates and work papers.

• Practical Experience in undertaking reconciliation-related activities in a financial institution.
• Experience in compiling data, defining, documenting presenting findings and progress.
• Practical experience in an operations environment.