Tax Operations Analyst

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 is either a hybrid position based in our Denver, CO office or a fully remote position within the Continental United States.

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 
• Discretion is essential in this role, as confidential, sensitive communications are broadly distributed to sophisticated investors 
• Self-motivated, self-starter with the 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)  
• Bachelor’s Degree preferred 

Physical Requirements/Special Demands   

• Standard Business hours with longer hours and possibly weekends in December, January & February of each year.
• The 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
• Travel not required   

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This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice.   

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status.  Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.