Tax Operations Analyst

SRS Acquiom • Denver, CO

10d • Hybrid

About The Position

As part of the Tax Operations team, this position is responsible for validating tax reporting data, processing and remitting tax withholding, year-end tax form production.
The purpose of this position is to support the Operations Department in ensuring our payees have a positive and accurate experience before, during, and after receiving their payment.
This is a hands-on position within the Operations Department, reporting to the Senior Director of Operations.
Location: This is either a hybrid position based in our Denver, CO office or a fully remote position within the Continental United States.
Compensation: The salary range for this position is between $68k and $77k, depending on experience level.

Requirements

• 2-5 years of related business experience in operations or production services, preferably in the financial services industry
• Ability to work collaboratively and build relationships across the organization
• Ability to work in a fast-paced environment and handle multiple transactions at one time
• Excellent interpersonal, communication, and presentation skills
• Discretion is essential in this role, as confidential, sensitive communications are broadly distributed to sophisticated investors
• Self-motivated, self-starter with the ability to work independently with a high level of autonomy and as part of a team
• Strong attention to detail
• Proficient with Microsoft Office Products (Outlook, Excel, Word, PowerPoint)
• Bachelor’s Degree preferred
• Standard Business hours with longer hours and possibly weekends in December, January & February of each year.
• The office environment is collaborative, and people work in close proximity to one another. Noise and distractions are to be expected.
• Seated most of the time using a computer, keyboard, and mouse

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, exceed SLAs 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 as it relates to departmental functions
• Other duties as assigned

Benefits

• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start
• A 401(k) with a 4% company match to keep your future on track
• Discretionary time off - take the time you need, when you need it
• Employer‑paid life insurance, with the option to add extra coverage for peace of mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level