Associate, Tax Information Reporting

This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week in one of the following locations: St. Petersburg, FL or Memphis, TN. Due to increased volume during the annual tax reporting season (typically January through April), employees in this role are expected to work overtime, including occasional evenings and weekends, as business needs require. This position is eligible for overtime pay. This entry-level role combines customer service and operational responsibilities, requiring individuals to manage inbound inquiries, research tax reporting questions, process transactions, and support tax season activities. The Tax Reporting Associate supports the accurate processing and reporting of tax-related information while serving as a key point of contact for internal Financial Advisors and business partners. The ideal candidate is detail-oriented, customer-focused, and able to balance phone-based support with administrative processing responsibilities in a fast-paced environment.

Responsibilities

Manage inbound inquiries, research tax reporting questions, process transactions, and support tax season activities; Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility; Carry out operational tasks by following established processes; Use standard office software to carry out basic formatting of letters, memoranda, and routine reports; Maintain files and records; Ensure a positive experience for internal clients by having courteous interactions with them; Assess compliance with established standards and protocols for routine inquiries; 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; Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching

Requirements

High School (HS) (Required); General Experience - 4 to 6 months; Travel less than 25%; Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software packages; Uses clear and effective elementary verbal communications skills under supervision; Works with guidance to plan, organize, prioritize and oversee activities to efficiently meet business objectives; Works with guidance to develop appropriate plans or perform necessary actions based on recommendations and requirements; Works under guidance 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 to develop, monitor, interpret and understand policies and procedures; Works at an elementary level under supervision to select, deploy and get the best results from the most appropriate office system

Benefits

Overtime pay; Medical; Dental; Vision; Life insurance; Critical illness insurance and accident insurance; Disability benefits; Retirement savings; Paid time off (vacation, holidays, and sick leave); Parental leave