Tax Operations Analyst

SRS Acquiom

Tax Operations Analyst role at SRS Acquiom focusing on accurate tax reporting across investor payments. Collaborate within the Tax Operations team to enhance financial services processes and compliance.

Posted 6/1/2026full-time🇺🇸 United StatesJuniorMid-Level💰 $68,000 - $77,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

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

ATS Keywords

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Soft Skills

collaborationrelationship buildinginterpersonal skillscommunication skillspresentation skillsdiscretionself-motivationattention to detailautonomyteamwork