- Raymond James Financial, Inc. (Memphis, TN)
- …the law. Assist Financial Advisors, branch, and operation center associates with tax reporting . **Essential Duties and Responsibilities:** * Assure compliance ... related issues. * Assist on all job functions of Tax Associate I, including reviewing and balancing...Treasury Bill information. * Assist with 1099-R and 5498 reporting for IRAs * Assists in training … more
- Raymond James Financial, Inc. (Memphis, TN)
- … training are used to provide branches and internal departments with tax reporting -related information. Completes various small to moderate complexity reports ... Excel, and Outlook to create/update documents, reports, spreadsheets, and emails. + Tax reporting concepts, practices, and procedures. **Skill in:** + Analyzing… more
- Deloitte (Memphis, TN)
- …develop and leverage automation and innovative solutions to aid in the efficiency of tax and legal departments. + Support: Provide training and software support ... and efficient tax function that enhances the core responsibilities of compliance, reporting and planning, while also positioning tax as a strategic business… more
- Truist (Memphis, TN)
- …management ensuring accurate client assignment and account data. Monitor** ** reporting and escalate as needed.** **Loan Support** **Assist Relationship Managers ... essential functions.** **High School diploma, or equivalent education and related training Three years of related experience, preferably within financial services**… more