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ApTask · 1 month ago

Finance Operations

South Jordan, UT

Full-time

Onsite

New Grad, Entry Level

$20/hr - $23.37/hr

ApTask is a leading global provider of workforce solutions and talent acquisition services. They are seeking a Finance Operations team member to handle reporting obligations and ensure compliance with IRS regulations for Wealth Management and Institutional clients.

Human ResourcesInformation TechnologySmall and Medium BusinessesStaffing Agency

Growth Opportunities

Responsibilities

The US Tax Operations team handles all reporting obligations for the Firms Wealth Management and Institutional clients, and is responsible for ensuring compliance with the IRS regulations

The team is primarily located in Utah with additional coverage in New York and India

The Gain & Loss department maintains cost basis records and provides Gain/Loss reporting for assets held in MS Wealth Management customer accounts

The Tax teams work closely with cross-organizational operations teams, handle related queries, reconcile discrepancies between various processing systems, ensure accuracy of regulatory reporting (e.g. cost basis and withholding), and support requirements and testing of strategic platform initiatives

The department has a major focus on automation

We work closely with technology and continually look for ways to improve efficiency and reduce risk through Alteryx, UI Path, and EUC tools when resolution isn't immediately available systemically

Qualification

Financial Industry ExperienceGeneral Accounting PrinciplesMicrosoft ExcelData ModellingCommunication Skills

Required

Ability to work independently well within a team environment

Excellent Time Management, Interpersonal, and Problem-Solving Skills

Ability to concurrently manage multiple projects, and prioritize effectively to meet tight and enforced Operational and annual deadlines for the firm

Attention to detail and quality of work

Ability to consistently exercise sound and decisive judgment

Commitment to personal development

Bachelors Degree in a Business field and/or experience in the Financial Industry

Understanding of general accounting principles as they apply to the industry

Understanding of general process controls, with knowledge of database, spreadsheet applications, and data modelling, including Microsoft Excel, Access and other Office applications

Superior Communication Skills, both oral and written