Tax Operations Analyst
New
S
SRS AcquiomFinancial Services
This is either a hybrid position based in our Denver, CO office or a fully remote position within the Continental United States., Standard Business hours with longer hours and possibly weekends in December, January & FebruaryFull-TimeMiddle
Salary68,000 - 77,000 USD per year
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Job Details
- Experience
- 2-5 years
- Required Skills
- Microsoft ExcelStakeholder managementProcess improvement
Requirements
- 2-5 years of related business experience in operations or production services
- Experience in financial services industry preferred
- Ability to work collaboratively and build relationships
- Ability to work in a fast-paced environment and handle multiple transactions
- Excellent interpersonal, communication, and presentation skills
- High level of discretion for sensitive communications
- Self-motivated, self-starter with ability to work independently
- Strong attention to detail
- Proficient with Microsoft Office Products (Outlook, Excel, Word, PowerPoint)
- Bachelor’s Degree preferred
Responsibilities
- Receive, validate, and route individual tax documents appropriately
- Mitigate risk by identifying shareholder payments that require additional withholding or reporting instruction prior to payment being made
- Validate deal-level tax reporting data throughout the year to accurately generate year-end tax forms
- Interpret data provided from multiple sources to identify and resolve discrepancies
- Identify and implement process improvements to enhance the customer experience and improve departmental efficiency
- Meet unique requirements based on individual fulfillment requests from clients and track items as needed
- Actively participate in planning of long- and short-term objectives
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