Hybrid Tax Operations Associate

Posted last month

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About the role

  • Tax Operations Associate handling analysis of tax information related to compliance and reporting. Collaborating in a hybrid role between tax software and internal databases for tax-related tasks.

Responsibilities

  • Works within a team responsible for the analysis of tax information related to onboarding, withholding, cost basis and tax reporting
  • Performs analysis and correction of daily transactions within systems of record. Escalate to appropriate party when missing data is identified
  • Monitoring, researching and responding to incoming tax related correspondences within approved timelines
  • Reviews and validates tax forms, updates system of record accordingly
  • Reviewing Cost Basis Reporting System (CBRS) files and ensuring statements of information are sent appropriately in accordance with IRC
  • Processing manual workarounds identified by queries, clearing out of balances as necessary and completing work items sent from Shareholders
  • Ensure procedures are up to date with current processing
  • Reconciles internal transfers between systems of record
  • Cross-train on other department functions, acting as back up when necessary
  • Willingness to learn tax concepts and enhance knowledge of tax reporting requirements
  • Other duties as assigned

Requirements

  • Preferred Associate’s Degree in Accounting or Bachelor’s Degree in Accounting, Business Administration, Finance or Economics
  • Preferred 2+ years of working in an office setting
  • Preferred 2+ years of operations, accounting and/or finance experience
  • Knowledge of the stock market and stock industry
  • Problem-solving skills
  • Flexible, easily adapts to change
  • Detail-oriented
  • Ability to work independently and collaborate within a team
  • Self-management and self-motivated skills
  • Proficient use of Microsoft Office, with demonstrated capability in Word, Excel and PowerPoint
  • Must be able to effectively read, write and speak English
  • Willing and able to work extended hours as needed.

Job title

Tax Operations Associate

Job type

Experience level

JuniorMid level

Salary

$19 - $21 per hour

Degree requirement

Associate's Degree

Location requirements

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