Tax Operations Analyst

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

Benefits offered by this job

Day-one medical, dental, vision

401(k) with company match

Discretionary time off

Employer-paid life insurance

Employee Assistance Programs

Discounted pet insurance

Fitness credit

Pre-tax plans

Job summary

SRS Acquiom Inc. in Denver, CO, or fully remote within the Continental United States, seeks a Tax Operations professional to ensure accurate and compliant tax reporting across the full lifecycle of investor payments.

You will receive and validate tax documents, identify withholding or reporting needs, and generate year‑end forms, while maintaining strict confidentiality and driving process improvements to exceed service level agreements.

Qualifications

• 2–5 years of related business experience in operations or production services, preferably in financial services.
• Ability to collaborate across the organization and build relationships.
• Capable of working in a fast-paced environment with multiple transactions.
• Strong interpersonal, communication, and presentation skills.

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

Experience 2-5 yrs

Collaboration

Multi-tasking

Communication skills

Discretion

Job description

About SRS Acquiom

SRS Acquiom delivers the smartest way to run a deal™ through a platform and services designed to help deal parties manage complex M&A and loan agency transactions more efficiently. Based in Denver, Colorado, with offices across the United States and in London and Amsterdam, SRS Acquiom supports transactions across North America and Europe. Our M&A services include professional shareholder representation, paying and escrow agent services, and online document solicitation and reporting. For loan and credit transactions, we provide independent Administrative Agent, Collateral Agent, Sub-Agent, and Successor Agent services. Since 2007, SRS Acquiom has supported more than 11,500 transactions globally. By bringing efficiency, expertise, and purpose-built technology to complex financial transactions, we help sophisticated deal parties focus on building great businesses and maximizing value. We're equally committed to building careers as we are to building solutions. If you're looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we'd love to talk.

A few benefits our employees enjoy

• 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

Position Summary

As part of the Tax Operations team, this position plays a central role in ensuring accurate and compliant tax reporting across the full lifecycle of investor payments. Core responsibilities include receiving and validating individual tax documents, identifying payments that require additional withholding or reporting instruction, and interpreting data from multiple sources to resolve discrepancies prior to payment. Throughout the year, this role is responsible for validating deal‑level tax reporting data to support the accurate generation of year‑end tax forms for sophisticated investors. Given the confidential and sensitive nature of the communications involved, a high degree of discretion is essential. Beyond transactional processing, this position contributes to process improvement initiatives and participates in departmental planning, with a focus on exceeding service level agreements and delivering an accurate, positive experience for payees. The role also requires the flexibility to manage client‑specific fulfillment requests, tracking and executing on unique requirements as they arise.

Location

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. If the candidate selected lives within a 20-mile radius of our downtown Denver office, they will be classified as a hybrid employee, and beginning September 8, 2026, working one day per week in the office is expected. Beginning February 1, 2027, two days per week in the office will be expected. If the candidate selected lives outside a 20-mile radius of the Denver office, they will be classified as a fully remote employee, and in‑person onsite visits to the Denver headquarters will be required on average three times per year.

Compensation

The salary range for this position is between $68k and $77k, depending on experience level.

Primary 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

Required Qualifications & 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
• Discretio