Financial Analyst (Level I

Pay Rate:$25.90 hourly on W2, paid weekly
Target

Start Date:

October 5, 2026
Assignment End Date:February 26, 2027
Location:1500 Brokerage Dr, Pennington, NJ 08534

Schedule:

• October–December:8:00 AM–4:30 PM
• January–February:Mandatory overtime, including 6-day workweeks, with possible daily overtime based on business needs
• Training
  
  Schedule:
  
  Onsite, 5 days per week
• Post-Training:Potential for a hybrid work schedule (3 days onsite perweek)

The Consumer and Wealth Tax Operations Statement Team is responsible for the production of approximately 4.5 million tax reporting statements and forms
. This team ensures the accuracy and integrity of tax entries and income data maintained within the tax reporting database.

Key responsibilities include researching, resolving, and validating tax-related data to support the accurate production of tax statements and reporting to IRS, Puerto Rico, and various states
. The role also involves daily, monthly, and annual report validation to support numerous internal processes.

Due to the seasonal nature of the role,
weekday and weekend overtime may be required
, particularly during the peak tax season from January through April.

• Validate tax data and reports against the tax reporting database.
• Review tax statements and forms to identify, research, and resolve discrepancies.
• Perform data reconciliation and validation to ensure accuracy and completeness.
• Support various team processes and operational functions.
• Research and respond to tax reporting inquiries from Branch Offices.
• Maintain a high level of accuracy while meeting productivity and deadline requirements.
• Collaborate with team members and internal partners to resolve issues and support business needs.

• Tax background or experience is required.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office products, with strong Excel skills.
• Strong analytical, reconciliation, and problem-solving skills.
• Excellent attention to detail and commitment to accuracy.
• Accurate and efficient data entry skills.
• Ability to work independently while also functioning effectively as part of a team.
• Ability to collaborate with associates at various levels of the organization.
• Adaptable and comfortable embracing process and business changes with a positive approach.
• Strong organizational and time-management skills, with the ability to prioritize multiple tasks while meeting deadlines.
• Willingness and ability to work required overtime, including weekends and extended workweeks during peak tax season.

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