Tax Reporting Associate

Responsibilities

• Carry out operational tasks by following established processes.
• May involve adjusting basic settings or parameters in order to meet performance standards.
• Use standard office software to carry out basic formatting of letters, memoranda, and routine reports.
• Maintain files and records.
• Support others by carrying out basic data management tasks.
• Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
• Assess compliance with established standards and protocols for routine inquiries.

Qualifications

• Associate's, Bachelor’s: Accounting
• Bachelor’s: Business Administration
• Bachelor’s: Finance
• High School (HS)

Skills

• Supports business processes with guidance but not constant supervision.
• Uses clear and effective elementary verbal communications skills under supervision.
• Works with guidance (but not constant supervision) to plan, organize, prioritize and oversee activities to efficiently meet business objectives.
• Works with guidance (but not constant supervision) to develop appropriate plans or perform necessary actions based on recommendations and requirements.
• Works under guidance (but not constant supervision) to analyze data trends for use in reports to help guide decision making.
• Uses an elementary understanding of numerical concepts to perform mathematical operations such as report analysis under supervision.
• Works with guidance (but not constant supervision) to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.
• Selects, deploys, and gets the best results from the most appropriate office system under supervision.

Benefits

• Total compensation includes base salary or wages, and may include additional compensation (cash or equity), discretionary bonuses, or commissions.
• Eligible for benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.

Pay

• Commensurate with experience

Schedule

• Hybrid-friendly schedule
• 3 in-office days per week, averaging 12 days per month
• Locations: St. Petersburg, FL or Memphis, TN