Tax Reporting Analyst

Computershare•Louisville, KY

2d•Hybrid

About The Position

The Tax Reporting role is responsible for ensuring that data is provided to recipients and regulatory agencies in compliance with IRS and state specifications and information reporting regulations. Performs the daily balancing of income payment reports and update to the financial activity screens to ensure accurate tax reporting at year end. Reconciles annual tax reports to financial YTD activity screens to ensure that all reportable tax information has been captured and will be reported to shareholders and regulatory agencies appropriately. Processes tax certification for IRS and other foreign tax agencies. Reviews and maintains an understanding of the Internal Revenue Service specifications.

Requirements

High school diploma or general education degree (GED).
Preferably 2 years of higher education and 2 years Transfer Agent knowledge and experience.
Good understanding of the IRS reporting requirements.
An understanding of IRS/State Agency guidelines and deadlines for year-end reporting.
Computer skills, specifically Excel.
Must be able to communicate written and verbally with others via email and or conference calls.

Responsibilities

Year-end tax form production.
Daily balancing in preparation for yearend reporting.
Tax certification processing.
Various workflow queues and assistance on tax compliance items.

Benefits

Paid parental leave, flexible working and a caring and inclusive culture.
Health and wellbeing rewards that can be tailored to support you and your family, including medical, dental and vision.
Invest in your future with 401k matching and tax-advantaged flexible spending plans, including healthcare, dependent care and commuter.
Income protection. Our package includes short and long-term disability benefits, life insurance and supplemental life insurance.

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