Remote Tax Operations Specialist

SRS Acquiom; United States; Hybrid; USD 68,000 - 77,000; Full time

Benefits offered by this job

Medical/Dental/Vision

401(k) with match

Discretionary time off

Employer-paid life insurance

Employee Assistance Programs

Pet insurance

Fitness credit

Pre‑tax plans

Job summary

SRS Acquiom is seeking a Tax Operations professional to ensure accurate tax reporting across the investor payments lifecycle. This role validates tax documents, flags withholding needs, and reconciles data from multiple sources to support year‑end forms for sophisticated investors.

Based in the US, the position offers hybrid work from Denver or remote work within the continental United States, with milestones to office attendance and strict adherence to service levels and discretion due to

Qualifications

• 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.
• Proficient with Microsoft Office Products (Outlook, Excel, Word, PowerPoint).

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.
• 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

Collaboration

Relationship building

Multitasking

Interpersonal skills

Discretion

Autonomy

Attention to detail

MS Office

Education

Bachelor’s Degree preferred

Job description

SRS Acquiom is seeking a Tax Operations professional to ensure accurate tax reporting across the investor payments lifecycle. This role validates tax documents, flags withholding needs, and reconciles data from multiple sources to support year‑end forms for sophisticated investors.

Based in the US, the position offers hybrid work from Denver or remote work within the continental United States, with milestones to office attendance and strict adherence to service levels and discretion due to