Financial Analyst Junior

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Job description

About Client:

Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. It is a prominent global financial services firm with a rich history and a strong presence in the financial industry.

The Client is committed to corporate responsibility and sustainability. It aims to make a positive impact on society through various initiatives, such as promoting environmental sustainability, supporting diversity and inclusion, and engaging in philanthropic activities.

Rate Range: $20-$26.67/Hr

Job Description:

The principal accountabilities of this position is to support all aspects of tax filings in our global markets for our Stock Plan/Retirements business under Shareworks by concentrating on the US markets initially. Currently our global markets include Canada, United States, Australia, United Kingdom, and New Zealand.

The incumbent has the necessary skills to complete tasks on our proprietary software, Shareworks, excel and third party tax programs, and has the necessary knowledge to conduct research for the different jurisdictions and any new countries that Shareworks moves into.

Primary Responsibilities for the role:

Review and ensure 1099/1042-S Reporting is accurate

Update excel files for accurate reporting values

Ensure participant data is accurate

Attain appropriate approvals, document and confirm successful submissions per jurisdiction

Ensure that all tax filings and reporting for Corporate Clients and Shareworks by , are issued accurately and timely

Review IRS filings and State filings are accurate

Contribute to the annual tax production project plan to ensure that all relevant tasks are captured throughout the year

Perform all required testing on tax forms that are issued from Shareworks to ensure accuracy through preliminary reviews

Manage any special handling requirements for clients inclusive of tax form amendments for clients

Audit tax form generation to ensure all forms for all clients have been completed

Proactively provide project updates to Tax Manager as required to ensure the success of tax activities

Update processes and procedures policy portal as required

Key Skills/Qualifications:

Familiarity US withholding and reporting for global employee share plan requirements

Self-motivated and eager to learn

Excellent time management skills during tight deadlines

Proactively engage and collaborate with all co-workers globally to build positive rapport to contribute as an effective team member as measured by their feedback

Analytical, accurate, and strong problem solving skills essential

Vocal ability to challenge business deficiencies identified through the tax production process

An ability to articulate issues both in verbal and written form to help aid swift resolution

Previous employee share plan and tax production background would be advantageous

Comfortable with technology and technical concepts in a fast paced changing environment

An aptitude for learning quickly with a solid understanding of the Internet, e-commerce and equities

A deep belief in team success, collaboration and a willingness to adapt to continuous change

An ability to work independently, handle numerous assignments concurrently and consistently be a self-starter that excels at meeting and exceeding professional goals

Non-benefitted (other than those mandated under state or federal law).Please note that this position does not include paid time off benefits. ApTask offers subsidized insurance coverage to our employees.

About ApTask:

ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-certified company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.

Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.

Candidate Data Collection Disclaimer:

At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.

If you have any concerns or queries about your personal information, please feel free to contact our compliance team at

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