Tax Compliance Analyst

Computershare•Canton, MA

18h•$47,000 - $71,000•Hybrid

About The Position

The Tax Compliance Analyst role monitors and reviews the receipt, processing and mailing of various tax notices and forms in accordance with IRS, corporate, and department policies. The Tax Compliance Analyst is also expected to work collaboratively across teams within Computershare supporting continuous improvement and project related activities. The Tax Compliance Specialist is responsible for processing and administering a broad range of tax compliance activities, including Form W-9 and W-8 documentation, B-Notice and C-Notice mailings, backup withholding, non-resident alien withholding, and federal and state tax reporting. The role supports regulatory compliance by ensuring adherence to IRS and state reporting requirements while maintaining accuracy, timeliness, and efficiency in all tax-related processes. This position also coordinates the review and processing of IRS and State levies and stays current with applicable IRS regulations and specifications. The incumbent works closely with internal teams to resolve tax inquiries and support ongoing compliance obligations.

Requirements

Basic understanding of IRS tax compliance requirements and reporting obligations.
Strong attention to detail and ability to follow established procedures and deadlines.
Proficiency in Microsoft Office, particularly Excel.
Understanding of how Tax Compliance supports departmental and business objectives.
Ability to work collaboratively with internal teams such as Client Services and Tax Reporting.
Awareness of IRS and State regulatory requirements and reporting deadlines.
Uses judgment to resolve routine tax compliance issues within established guidelines.
Reviews and analyzes information to identify and address discrepancies.
Escalates complex issues as appropriate.
Ensures compliance with IRS and State requirements to minimize financial and regulatory risk.
Responsible for the accuracy, quality, and timeliness of assigned tax compliance activities.
Failure to meet required deadlines may result in penalties or compliance exposure.
Strong written and verbal communication skills.
Ability to work effectively with internal stakeholders and respond to inquiries professionally.
Proficiency in Excel and other business applications.
High School Diploma or equivalent.
Applicants must be currently authorized to work in the United States on a full-time basis. We will not sponsor applicants for work visas.

Nice To Haves

Knowledge of W-9/W-8 forms, backup withholding, IRS notices, and levies preferred.
Two years of post-secondary education.
Two years of Transfer Agent, Tax Compliance, or related financial services experience.

Responsibilities

Reviewing, coordinating, and processing IRS and State Levies, ensuring compliance with all applicable regulatory requirements and internal procedures.
Managing IRS B-Notices and C-Notices, including issuing notices, conducting follow-up activities, maintaining records, and ensuring adherence to IRS guidelines.
Reviewing, investigating, and responding to IRS Civil Penalties, ensuring timely resolution and accurate documentation.
Managing tax compliance workflow queues and tax-related inquiries, including support for Form W-9 and W-8 processing, backup withholding, non-resident alien withholding, and federal and state reporting obligations.

Benefits

Paid parental leave
flexible working
caring and inclusive culture
Health and wellbeing rewards
paid time off
observed holidays
medical, dental and vision plans
401k matching
setting aside salary to purchase shares in our company
tax-advantaged flexible spending plans, including healthcare, dependent care and commuter
short and long-term disability benefits
life insurance
supplemental life insurance