Jr Tax Associate jobs in United States
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Raymond James · 4 days ago

Jr Tax Associate

Raymond James is a financial services firm, and they are seeking a Junior Tax Associate to assist with the processing and reviewing of partnership tax returns. The role involves data collection and report preparation, as well as scheduling and tracking departmental information.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Processing and reviewing partnership tax returns using RJ systems
Collects data for preparation of various reports using Excel, PDFs, or from databases
Compiles data for reports and collates into a single report
Assists in preparing, reviewing, or auditing reports
Schedules, reports, and tracks information for department
Forwards documents in system as needed

Qualification

Tax processing experienceMicrosoft ExcelFinancial services experienceOrganizational skillsCoaching skillsTime management skillsCommunication skills

Required

Processing and reviewing partnership tax returns using RJ systems
Collects data for preparation of various reports using Excel, PDFs, or from databases
Compiles data for reports and collates into a single report
Assists in preparing, reviewing, or auditing reports
Schedules, reports, and tracks information for department
Forwards documents in system as needed
Candidates must be computer savvy and proficient with Microsoft Excel and Outlook
Candidates must have 4-6 years of financial services experience and 1-2 years of tax processing experience
Minimum of High School Diploma or Equivalent
Processing and reviewing partnership tax returns
Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines
Operating standard office equipment and using required software applications to produce correspondence, electronic communication and maintain spreadsheets and databases
Build solid, effective working relationships with others
Coach others in the development of their skills
Execute instructions and request clarification when necessary
Provide courteous, timely service when addressing customer questions and concerns
Speak clearly and concisely
Convey information clearly and effectively through both formal and informal documents
Constructively work under stress and pressure when faced with high workloads and deadlines

Benefits

Medical
Dental
Vision
401K

Company

Raymond James

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Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.

H1B Sponsorship

Raymond James has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)

Funding

Current Stage
Public Company
Total Funding
$1.5B
2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO

Leadership Team

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Paul Shoukry
Chief Executive Officer
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James Sickling
COO - Fixed Income
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Company data provided by crunchbase