Tax Operations Associate

November 5

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Equiniti

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Business Process Services Provider • Financial Services • Share registration • Pension services • HR and employee benefits

5001 - 10000

Description

•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. •Responsible for cost basis related tasks including 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.

Requirements

•Recent college graduate in fields such as accounting, finance, business, economics- (preferred) •Proficient Microsoft Excel skills