Tax Operations Specialist – Hybrid/Remote

SRS Acquiom; Denver (CO); Hybrid; USD 68,000 - 77,000; Full time

Benefits offered by this job

Day‑one medicalDentalVision plans

401(k) with 4% match

Discretionary time off

Employer‑paid life insurance

Employee Assistance Programs

Pet insurance discount

Fitness credit

Job summary

SRS Acquiom in Denver, CO, is hiring for a Tax Operations role supporting the full lifecycle of investor payments. The position offers hybrid work from the Denver office or fully remote within the Continental United States, aligned to MST/CST hours.

You will validate documents, manage withholding guidance, and generate year-end tax forms. Ideal candidates have 2–5 years in operations, strong collaboration, a high attention to detail, and proficiency with Microsoft Office.

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.
• 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.
• Bachelor’s Degree preferred.

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

Collaboration & relationship building

Multi-tasking in fast-paced env.

Interpersonal communication

Discretion with confidential info

Autonomy / self-motivated

Attention to detail

MS Office proficiency

Education

Bachelor’s Degree preferred

Tools

Outlook

Excel

Word

PowerPoint

Job description

SRS Acquiom in Denver, CO, is hiring for a Tax Operations role supporting the full lifecycle of investor payments. The position offers hybrid work from the Denver office or fully remote within the Continental United States, aligned to MST/CST hours.

You will validate documents, manage withholding guidance, and generate year-end tax forms. Ideal candidates have 2–5 years in operations, strong collaboration, a high attention to detail, and proficiency with Microsoft Office.