Tax Operations Specialist

Gen 2 Careers•Denver, CO

23h•Hybrid

About The Position

Gen II is looking for a full-time Tax Operations Specialist to join our growing team of professionals. The Tax Operations Specialist will execute tax administration and procedures to ensure organizational effectiveness, efficiency, and assist the tax professionals, as requested. This position will report to the Tax Operations Manager(s), all under the supervision of the Head of Tax Operations.

Requirements

Comfortable exercising independent judgement and critical thinking in a continuously evolving environment
Accurate and detail-orientated
A self-starter mindset with the ability to prioritize and problem-solve
Team player that can adapt to various roles
Excellent communication and interpersonal skills
Proficiency in MS Office including MS Word, Excel, and PowerPoint

Nice To Haves

Bachelor’s degree or equivalent experience preferred
Prior experience as a paralegal or general office administration preferred

Responsibilities

Support tax administrative duties in the office
Identify opportunities for process and office management improvements
Assist in onboarding new tax professionals to the firm
Participate actively in the planning and execution of tax team events
Facilitate the distribution of client deliverables
Organize tax information received from clients and investments
Monitor investment portals and save down pertinent tax information
Track and log incoming tax notices and client correspondence; ensure timely escalation to the appropriate tax team members
Maintain and update internal records to track staff credentials and certifications
Support compliance by managing administrative access to key tax software platforms and tools