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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68,000 - 77,000 USD per year
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