Tax Operations Analyst (Hybrid/Remote)

SRS Acquiom Inc.

Denver, Northern (CO, KY)

Hybrid

USD 68,000 - 77,000

Full time

4 days ago
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Benefits offered by this job

Medical, dental, and vision plans
401(k) with 4% company match
Discretionary time off
Employer-paid life insurance
Employee Assistance Programs
Discounted pet insurance
Fitness credit
Pre-tax plans for dependent care

Job summary

SRS Acquiom Inc. in Denver, CO, is seeking a detail‑oriented Tax Operations professional to validate and process investor tax documents and oversee year‑end tax reporting for sophisticated investors. The role demands discretion and precision across a confidential workflow.

Hybrid work option from Denver or fully remote within the Continental US; candidates must align with MST/CST hours. Compensation ranges from $68k to $77k, based on experience, with opportunities to improve processes and

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
  • Ability to work in a fast-paced environment and handle multiple transactions at one time
  • 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

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

Attention to detail
Communication
Team collaboration
Autonomy

Education

Bachelor's Degree

Tools

Microsoft Office

Job description

SRS Acquiom Inc. in Denver, CO, is seeking a detail‑oriented Tax Operations professional to validate and process investor tax documents and oversee year‑end tax reporting for sophisticated investors. The role demands discretion and precision across a confidential workflow.

Hybrid work option from Denver or fully remote within the Continental US; candidates must align with MST/CST hours. Compensation ranges from $68k to $77k, based on experience, with opportunities to improve processes and

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