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Wealth Management, Tax Data, Associate

Req #: 170109675
Location: Bloomingdale, IL, US
Job Category: Asset Management
Potential Referral Amount: 0 US Dollar (USD)




·         Analyze transactional activity for consistency and accuracy; liaise with appropriate team(s) and/or individual(s) to facilitate the required adjustments

·         Assess the impact of industry, legislative, and/or other changes and develop and communicate required procedural changes resulting from the industry and legislative changes

·         Review and analyze the integrity of client data

·         Responsible for required tax withholding and reporting

·         Perform data and tax package analysis as well as year-end controls and verification

·         Ability to identify areas of improvement and recommend efficiency enhancements

·         Cross train with other team members, other operational teams, as well as Client Service

·         Document and enhance procedures and training documentation

·         Document and enhance MIS relating to data analysis, inquiries, and maintain daily MIS

·         Ensure adherence to procedures, control policies, and service level agreements

·         Communicate and participate in multiple operational, technological, and business projects (business requirements, testing, implementation, procedures, etc.)

·         Liaise with business partners to assist in the development, enhancement, and implementation of best practices (other areas of Wealth Management, Investment Bank, and the firm)

·         Serve as a subject matter expert

·         Support the team’s structure and goals















·         Two to four years of financial/operational experience; tax experience required

·         Ability to multi-task, plan, and prioritize in a fast-paced environment

·         Ability to work as a strong team member

·         Advanced problem solving and analytical skills

·         Excellent time management and strong organizational skills

·         Strong oral and written communication skills; comfortable with scheduling and facilitating discussions

·         Self-directed and motivated with attention to detail

·         Flexibility to work extended hours as needed

·         Proficient with Microsoft Products – Word, Excel and Power Point

·         BS/BA required



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