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Senior Associate, Tax Reporting Training Provided in St. Petersburg, FL at honor foundations

Date Posted: 11/7/2024

Job Snapshot

Job Description

Hybrid Work Schedule: This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 2-3 per week averaging 10-12 days per month in one of the following locations: St. Petersburg, FL or Memphis, TN.

Job Summary:

Interpret and apply Internal Revenue Service (IRS) tax regulations to client accounts to reflect the proper application of the law. Assist Financial Advisors, branch, and operation center associates with tax reporting.

Essential Duties and Responsibilities:



















Job Requirements

Knowledge, Skills, and Abilities:

Knowledge of:

  • General office practices, procedures, and methods

  • Tax reporting concepts, practices and procedures.

  • TEFRA regulations for withholding, securities, and IRS filing requirements for Forms 1099, 2439, 945, 1042, 1042S.

    Skill in:

  • Analyzing and adjusting basic transaction and account balance discrepancies.

  • Gathering and compiling information.

  • Operating standard office equipment and using required software applications to produce correspondence, electronic communication and maintain spreadsheets and databases.

    Ability to:

  • Communicate effectively, both orally and in writing, with all organizational levels.

  • Read and understand complex IRS regulations and accounts.

  • Identify and resolve tax problems.

  • Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions, changing priorities, and deadlines.

  • Provide a high level of customer service.

    Educational/Previous Experience Requirements:

  • Bachelor degree with a concentration in related area

    or

  • Associate’s degree and a minimum of one (1) year of tax reporting or accounting experience.

    Licenses/Certifications:

  • None required.

    At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.



    We expect our associates at all levels to:

    Grow professionally and inspire others to do the same

    Work with and through others to achieve desired outcomes

    Make prompt, pragmatic choices and act with the client in mind

    Take ownership and hold themselves and others accountable for delivering results that matter

    Contribute to the continuous evolution of the firm

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    THE HONOR FOUNDATION IS A 501(C)(3) TAX EXEMPT, NATIONAL NON-PROFIT CHARITABLE FOUNDATION. TAX ID # 46-2952873