Sr. Tax Reporting Associate
Company | Raymond James Financial |
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Location | Memphis, TN, USA, St. Petersburg, FL, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | |
Experience Level | Entry Level/New Grad, Junior |
Requirements
- High School (HS) (Required)
- General Experience – 7 to 12 months
Responsibilities
- Produce, update, and provide best practice support on Microsoft documents, databases, and other departmental systems. Tasks may include purchasing materials, entering budgetary information, and recording time and expenses.
- Carry out operational tasks by following established processes. This will involve adjusting multiple settings or parameters to meet performance standards.
- Prepare routine letters, memoranda, reports, and similar documents following detailed instruction. This is likely to involve using the full range of functions within standard office software.
- Create, organize, and maintain files containing the correspondence and records of a senior colleague.
- Help manage internal client relationships by supporting others to build effective working relations.
- Assess compliance with established standards and protocols for routine inquiries.
- Support others by working on a variety of data management tasks.
- Develop working knowledge of the organization’s policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
- Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Preferred Qualifications
-
No preferred qualifications provided.