Tax Operations Analyst

Summary

SRS Acquiom provides technology and services for managing complex M&A and loan agency transactions. The Tax Operations Analyst supports accurate and compliant tax reporting across the investor payment lifecycle by validating tax documents and data, resolving discrepancies, managing withholding and reporting requirements, and contributing to process improvements and client-specific fulfillment requests.

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

Skills

• 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 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)
• Standard Business hours with longer hours and possibly weekends in December, January & February of each year
• 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
• If fully remote, In-person visits to the Denver headquarters are required, on average three times per year
• This position is either hybrid out of our Denver, CO office or a fully remote position within the Continental United States. You must be located within the Mountain (MST) or Central (CST) time zones or have the ability to work MST or CST business hours
• Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process
• Bachelor's Degree preferred

Qualifications

Must Haves

• 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 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)
• Standard Business hours with longer hours and possibly weekends in December, January & February of each year
• 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
• If fully remote, In-person visits to the Denver headquarters are required, on average three times per year
• This position is either hybrid out of our Denver, CO office or a fully remote position within the Continental United States. You must be located within the Mountain (MST) or Central (CST) time zones or have the ability to work MST or CST business hours
• Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process

Nice to Haves

• Bachelor's Degree preferred

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
• This position is either hybrid out of our Denver, CO office or a fully remote position within the Continental United States