Job Description – Collabera

Contract: Tampa, Florida, US

Salary Range: 23.00 - 25.00 | Per Hour

Job Code: 363404

End Date: 2025-08-01

Days Left: 28 days, 10 hours left

Domain: Banking/Financial

Job Title: Financial Document Support/Tax Analyst

Location: Tampa, FL 33610 - Hybrid Role

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

Pay Rate: ($23 - $25) hourly

Note: MS Excel, Reporting, and Analysis experience is a must. A recent graduate with the same can also work.

Key Responsibilities:

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.

Knowledge/Experience:

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

Job Description:

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/resolutions of breaks

Recruiter

Phone

Mradul Khampariya

mradul.khampariya@collabera.com

Talent Solutions