Associate, Operations performing daily tasks regarding tax withholding for client retirement plans. Join Broadridge's team to provide best in class customer service while navigating hybrid work.
Responsibilities
Perform daily reconciliation of tax withholding between various systems and multiple accounts
Complete tax withholding payments to states and IRS
Process tax correction and creation requests in various internal and third-party systems
Process stop payment and reissues on distribution checks
Perform monthly, quarterly and annual tax withholding filing with states/ IRS
Accurately and timely process all daily inquiries, research and outages
Handle escalated items and projects given by management
Quality Control, consistently double checking any tasks that are processed by the team
Balance tax withholding annually between various systems to ensure accurate and timely annual filing
Train new employees and coordinate cross training for team members.
Requirements
Requires a High School education or equivalent with advanced business/technical school or college training preferred
Minimum of two to three (2-3) years applicable experience
Minimum of one year of Trust operations experience is preferred
Extensive use of PC and software applications is required
Extensive use of Microsoft Excel is required
Some use of Microsoft Access is preferred.
Benefits
Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings for this role.
All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable.
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