SRS Acquiom

• Work with various buyer and seller parties to facilitate the review of corporate pre-closing income tax returns and purchase price allocations by tax professionals
• Facilitate the remittance of corporate pre-closing tax refunds due to selling holders
• Liaison directly with buyer and seller parties, as well as outside legal counsel and tax advisors
• Client communication with securityholder advisory committees regarding merger and purchase agreement obligations and related decisions
• Track the status of 500+ simultaneous M&A transactions with respect to tax obligations
• Coordinate with teammates to approve releases of escrow funds
• Research the deal background and keep track of important milestones
• Manage dates, cases, important notes, and upload documents for each deal
• Create invoices and track monthly Tax Advisory revenue using internal systems
• Monitor the Tax Advisory team’s “Tax Review” email inbox and respond in a timely manner to varying requests
• Other duties as assigned

Relationship Associate – Taxes, Mergers & Acquisitions

Client Services Representative

• Overseeing the daily workflows and operations of the Client Services team
• Ensuring shareholders and internal team members have accurate, timely information
• Delivering an exceptional client experience
• Effectively handling and diffusing escalated issues
• Building and maintaining rapport within and between teams that work directly with Client Support
• Managing daily department functions and recommending ways to improve processes
• Maintaining department training materials and Knowledge Bank
• Interpreting complex excel spreadsheets and guidelines for accurate responses
• Assisting in reporting and tracking Client Services Statistics
• Actively participating in staff recruitment
• Implementing performance reviews and coaching direct reports
• Coordinating team schedule(s) and approving time off, timecards, and team expenses

Client Services Manager

Manager

• Manage the fulfillment processes for shareholder servicing communications, document collection/retention and reporting
• Define, implement and monitor controls for the various fulfillment processes and update and review procedures where required
• Participate in Business Development calls and trainings when needed to ensure that clients and BD understand system and procedural capabilities
• Brainstorm solutions for complex client requests
• Participate in and occasionally lead direct client discussions to design the best client experience related to unique deal requirements
• Interpret complicated capitalization tables and financial models
• Review and approve large-scale updates to the system of record
• Identify and implement process improvements to enhance the customer experience, exceed SLAs, improve efficiency and mitigate risk
• Back up for Payments Manager involving tying out funding against deal allocations and releasing payment files from the bank
• Manage Payment Analyst team members who prepare the system of record, disburse deal communications, reconcile bank accounts and create payment files
• Manage Support Analysts who organize and process documentation received outside of the online platform and handle the follow-up communication necessary to satisfy deal requirements

Fulfillment Manager

Analyst

• Prepare daily, weekly, and monthly reconciliations for the Operations department across various financial institutions and currencies.
• Reconcile transaction activity between bank statements and internal ledgers, identifying and resolving discrepancies in a timely manner.
• Investigate reconciling items such as outstanding deposits, wires, ACH transactions, FX variances, bank fees, and timing differences.
• Ensure reconciliations comply with internal controls, accounting policies, and audit requirements.
• Maintain clear documentation and support for all reconciliations and adjustments.
• Assist with month‑end and quarter‑end close, including preparation of journal entries related to cash and FX activity.
• Identify opportunities to improve reconciliation processes, automation, and efficiency.
• Support internal and external audits by providing reconciliation support and explanations.
• Work with internal teams to ensure the data received meets all requirements and is reflected correctly in the system of record.
• Manage bank relationships and respond to internal and external inquiries in accordance with our Customer Service standards.
• Ensure Operations manuals and guidelines are updated and stay up to date so they can be relied upon for business continuation situations.

Bank Reconciliation Analyst

• 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

Tax Operations Analyst

• Lead and manage the Tax Operations team, providing coaching, performance management, and development to ensure high‑quality execution and strong employee engagement.
• Oversee day‑to‑day tax operations, including withholding, reconciliation, and reporting for Forms 1042‑S, 8288 and 8288-A, and 1099, ensuring accuracy, timeliness, and regulatory compliance.
• Manage tax responsibilities related to mergers, acquisitions, and transaction‑based payments, including Shareholder tax form validation, deal review support, and withholding determination.
• Partner cross‑functionally with the Payments, Relationship and Releases teams as well as external advisors to ensure appropriate tax treatment and consistent execution of tax processes.
• Establish, maintain, and enhance tax controls, workflows, and documentation to mitigate financial, operational, and regulatory risk.
• Monitor changes in tax laws and regulations and guide the team in implementing required process or compliance updates.
• Oversee tax reconciliations, filings, audit support, and responses to regulatory inquiries.
• Drive operational efficiency and scalability through process improvement, standardization, and effective use of technology.
• Prepare, send, and file Customer Tax Documents and other related documents such as 1099s, 1042-S forms, and 8288 forms within the appropriate timelines as stipulated by the IRS.
• Serve as an escalation point for complex tax issues, providing guidance and decision‑making support.
• Perform other duties as assigned in support of tax operations and organizational objectives

Tax Operations Manager

• Interpret and audit post-closing allocation spreadsheets, create guidelines for interpretation of data, and manipulate data for import to the system of record
• Manage multiple Shareholder Representative deals and track each deal through its phases, monitor progress, and keep everything moving forward.
• Import and export files for use in the system of record (NetSuite)
• Confirming that the data is imported accurately for reporting to shareholders
• Work with other teams to ensure the data received meets all requirements for import into the system of record
• Ensure Operations manuals and guidelines are updated and stay up to date so they can be relied upon for business continuation situations
• Manage vendor relationships and respond to vendor and shareholder inquiries in accordance with our Customer Service standards
• Complete recurring daily and weekly responsibilities on a rotation basis
• Provide updates and information to clients and colleagues in writing and on calls

Shareholder Representative, Imports Analyst

Full-stack Engineer

• Take ownership of two products and product delivery teams
• Collaborate with teammates to ensure complete, succinct, and testable acceptance criteria.
• Partner with the Product Owner/Manager to ensure alignment between Product and Engineering.
• Accountable for hiring Engineers on the product delivery teams
• Contribute effectively to the code base across the full stack and lead by example
• Coach others to ensure high-quality and efficient delivery of business value. Align the Engineer’s career goals with the company's goals.
• Evaluate the team to provide direct guidance on performance and potential. Provide technical leadership through mentorship, coaching, and assistance.
• Lead the continuous improvement of Engineering practices
• Align team decisions with Enterprise Architecture Principals and Department goals
• Stay on the leading edge of software engineering practices and technologies, while building a collaborative learning culture.
• Strives to drive a positive user experience
• Able to work through and solve complex problems
• Accountable for outcomes for the company, technology, and team.

Senior Manager, Product Engineering

• Manage multiple releases simultaneously – Track each deal through its phases, monitor progress, and keep everything moving forward.
• Dig into spreadsheets – Review and interpret capitalization tables and financial models from a wide variety of sources.
• Work across teams and with outside parties – Partner with Compliance, Client Services, Payments, and banks to coordinate steps and resolve issues.
• Keep systems accurate – Ensure NetSuite (our system of record) reflects finalized figures for each deal.
• Handle shared team tasks – Complete recurring daily and weekly responsibilities on a rotation basis.
• Communicate clearly – Provide updates and information to clients and colleagues in writing and on calls

Release Analyst

Director

• Maintain a working knowledge of all transactions and deal-related documents for the assigned portfolio of accounts.
• Responsible for the administration of assigned accounts in accordance with the terms of the related documents. This includes all payments, notices, compliance deliverables and other duties assigned in the documents.
• Research and resolve issues related to administration and client service in connection with assigned accounts.
• Comprehend internal processes and procedures while maintaining internal controls.
• Provide excellent customer service to all clients and parties, both internal and external, to ensure all have an exceptional experience.
• Use judgment, interpretation, and problem-solving to understand loan-related information.
• Professionally communicate and collaborate with internal groups and external clients by phone, email, and in person.
• Manage relationships, cultivating current and prospective clients and referral sources to uncover opportunities and potential sources of new business.
• Provide coverage and support to the team as a whole when needed.
• Perform other related duties as assigned or requested.

Loan Agency Relationship Management Associate Director

• Interpret capitalization tables and write data import instructions
• Read and carry out the steps provided in the instruction letters for the release of escrow funds
• Formulate the appropriate processing methods according to the type of deal or request
• Interpret legal deal documents and build online document templates for use during the solicitation process so security holders can complete required data accurately and easily
• Interface with other departments, specifically the Relationship and Imports teams, to ensure delivery of expected outcome by outside clients within the SLA
• Send mass solicitation announcements to security holders
• Create status reports and use SQL to extract data from JSON objects
• Reconcile each individual deal prior to payment or when any change occurs after the deal begins funding
• Book deposits and prepare daily reconciliation of omnibus accounts for approval by management
• Self-manage personal pipeline for in-progress transactions and report on statuses daily
• Identify and implement process improvements to enhance the customer experience, exceed SLAs, and improve efficiency

Fulfillment Analyst

Attorney

• Review transaction documents (usually a merger, asset, or stock purchase agreement, escrow and paying agent agreement, allocation spreadsheet, and supporting or ancillary agreements) for an understanding of post-closing rights and obligations of the parties (for example, rights to deferred compensation, earnouts, and releases of escrow and indemnification obligations).
• Complete second-level review of data entered by first-level reviewers to ensure a complete and accurate reflection of such rights and obligations in our proprietary database.
• Confirm accurate recording of various standard deal points from each transaction, such as deal size, types of parties, type of transaction, purchase price adjustment process, types of indemnification obligations and related caps, and inclusion of certain covenants, representations, and warranties.
• Answer deal-term and contract interpretation questions from internal parties and deal stakeholders.
• Follow up as needed to obtain additional transaction documents to complete an accurate recording of deal points.
• Assist the Compliance Team with various tasks as designated overflow.
• Execution of special projects as needed or assigned.

Contract Review Attorney

• Extensive understanding of system of record systems (for example, NetSuite) and a deep understanding and/or innate curiosity around how differing records can and do interact and relate to each other.
• Manage and take full ownership over the professionalism, timeliness, and effectiveness of communications and problem resolutions with shareholders through incoming and outgoing phone calls, email, and other means of communication.
• Set appropriate expectations for shareholders and remain communicative with shareholders throughout their entire experience.
• Proactively provide exceptional "white glove" service to all Shareholders through the entire deal process.
• Identify situations where escalations are necessary and coordinate responses with the Sales, Compliance, Claims, and Operations teams as needed, with a solutions-focused approach.
• Prepare and deploy mass-distributed client correspondence.
• Maintain and proactively manage an internal case management system, with the expectation that they identify issue trends and bring them to their manager's attention in a timely manner.
• Suggest new and more efficient processes and assist in the design and implementation of improvements that will lead to a higher level of customer satisfaction.
• Comply with internal response times and SLA’s.
• Coordinate and take ownership of communication with and escalation to external third parties such as Paying Agents.
• Audit completed work of liaisons to ensure accuracy and compliance with company procedures.
• Comply with all applicable company policies and procedures to meet company standards, ensuring a consistent and quality experience for all clients.
• Other duties and projects as assigned.

Client Services Liaison

Content Marketing Manager

• Develop strategy for thought leadership content leveraging deep knowledge of business goals, campaign strategies, SEO/SEM, and earned media strategies.
• Ability to proactively identify high-value content opportunities based on market trends, news cycles, proprietary data, and business priorities—and translate them into a clear, differentiated editorial strategy that aligns with business and marketing goals.
• Understand audience behaviors, content needs, and consumption patterns by staying in tune with the market and competitive activity. Strong knowledge of evolving content consumption by channel and the impact of content form.
• Develop thought leadership content with legs, ensuring that we can maximize the impact of a single piece and leverage the existing library in new and innovative ways while creating reader journeys that drive the business.
• Responsible for managing by influence to deliver content on time, on budget, and aligned with key stakeholders and strategic objectives.
• Strong ability to work with subject matter experts to uncover, shape, and elevate insights into compelling narratives without losing accuracy or authority.
• Work cross-functionally with the web and campaigns teams to publish content.
• Work with internal SME and external writing resources. Managing freelancers or agencies as needed. Strong budget management skills.
• Content governance, managing and guiding content ensuring consistency and alignment with brand voice and identity.
• Exceptional editing and storytelling skills, with the ability to both produce written content outlines and web copy directly and act as editor and coach, guiding writers to ensure clarity, consistency, and strategic alignment.
• Manage and evolve our content library: refreshing, repackaging, and optimizing assets based on performance, SEO, and changing market relevance.
• Collaborate with the web and SEO teams to continually update content and test new strategies to drive SEO, manage reader journeys and find new opportunities for organic lead generation.

Content Strategy Director

• Interpret and audit closing allocation and payment spreadsheets, including shareholder, certificate, tax, and payment instruction data, to ensure completeness and accuracy prior to import
• Standardize and manipulate data using established import templates to create and update Customer data in NetSuite
• Execute independent validation by comparing NetSuite records to source documents and import instructions to confirm accuracy of imported data before downstream processing
• Import and export CSV files using saved mappings in NetSuite, ensuring adherence to required formatting, field mapping, and validation controls
• Investigate and resolve data discrepancies, including name mismatches, missing holders, certificate differences, or payment variances, escalating issues to cross‑functional partners when required
• Collaborate with Fulfillment, Relationship Management, Tax, and other Operations teams to confirm data requirements and resolve questions related to import instructions or source files
• Refer to Operations manuals, templates, and guidelines to understand process changes and support business continuity
• Complete recurring daily and weekly operational tasks on a rotating basis
• Provide clear written and verbal updates to internal stakeholders regarding deal status, data issues, and completion milestones