Equiniti-posted 5 days ago
$19 - $21/Yr
Full-time • Entry Level
Remote • Milwaukee, MN
5,001-10,000 employees

EQ Shareholder Services provides comprehensive solutions to support organizations throughout their corporate lifecycle, including managing shareholder engagement, maintaining stock registers, facilitating ownership transfers, enabling shareholder meetings, paying dividends, supporting IPOs, and administering employee equity plans. We are dedicated to revolutionizing shareholder services by developing digital solutions that facilitate dematerialization for issuers and shareholders. Our mission is to digitize the way shareholders hold their shares, engage with their investments, and interact with us. We pride ourselves on being at the forefront of innovation, providing a digital-first experience that sets us apart. Our recent acquisition of Notified has expanded our capabilities in investor relations and communications, making us the only global technology partner dedicated to serving both public relations and investor relations solutions. Our commitment to acting quickly on our clients' needs, strengthens and demonstrates our #ClientObsessedApproach, ensuring we deliver exceptional service and Role Summary The role of a Tax Operations Associate within the Tax Department requires the ability to work within multiple systems of record (commercial software) and internally developed Access databases to document the tax status of a payee, monitor taxable events requiring adjustments to cost basis, produce Federal and State tax returns while meeting tax filing requirements.

  • 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
  • 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
  • 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
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