Tax Operations Analyst
New
S
SRS AcquiomFinancial Services
Remote - United States, Mountain (MST) or Central (CST) business hoursFull-TimeMiddle
Salary68,000 - 77,000 USD per year
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Job Details
- Experience
- 2-5 years of related business experience in operations or production services
- Required Skills
- Microsoft ExcelPowerPoint
Requirements
- 2-5 years of related business experience in operations or production services, preferably in financial services.
- Strong attention to detail.
- Proficiency with Microsoft Office Products (Outlook, Excel, Word, PowerPoint).
- Excellent interpersonal, communication, and presentation skills.
- Ability to work collaboratively and build organizational relationships.
- Ability to work in a fast-paced environment with multiple transactions.
- Self-motivated with the ability to work independently.
- Bachelor’s Degree preferred.
- Ability to work MST or CST business hours.
- Available for increased hours and weekend work during December, January, and February.
Responsibilities
- Receive, validate, and route individual tax documents.
- Mitigate risk by identifying payments requiring additional withholding or reporting instruction.
- Validate deal-level tax reporting data to generate year-end tax forms.
- Interpret data from multiple sources to resolve discrepancies.
- Identify and implement process improvements to enhance customer experience and efficiency.
- Manage client-specific fulfillment requests.
- Participate in departmental planning of long- and short-term objectives.
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