Tax Operations Analyst
About The Position
SRS Acquiom delivers the smartest way to run a deal™ through a platform and services designed to help deal parties manage complex M&A and loan agency transactions more efficiently. Based in Denver, Colorado, with offices across the United States and in London and Amsterdam, SRS Acquiom supports transactions across North America and Europe. Our M&A services include professional shareholder representation, paying and escrow agent services, and online document solicitation and reporting. For loan and credit transactions, we provide independent Administrative Agent, Collateral Agent, Sub-Agent, and Successor Agent services. Since 2007, SRS Acquiom has supported more than 11,500 transactions globally. By bringing efficiency, expertise, and purpose-built technology to complex financial transactions, we help sophisticated deal parties focus on building great businesses and maximizing value. We’re equally committed to building careers as we are to building solutions. If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk.
Requirements
- 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 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
Responsibilities
- 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
Benefits
- Day‑one coverage: medical, dental, and vision plans
- A 401(k) with a 4% company match
- Discretionary time off
- Employer‑paid life insurance, with the option to add extra coverage
- Employee Assistance Programs
- Discounted pet insurance
- A fitness credit
- Pre‑tax plans for dependent care, transportation, and flexible spending
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
