Tax Operations Analyst 3074074 I.Html

To support accurate and compliant tax reporting across investor payments, the full-time remote Tax Operations Analyst will receive and validate individual tax documents, identify payment withholding requirements, and interpret data to resolve discrepancies while contributing to process improvements.

##### Key responsibilities

Receive, validate, and route individual tax documents appropriately

Identify shareholder payments requiring additional withholding or reporting instructions prior to payment

Validate deal-level tax reporting data to accurately generate year-end tax forms

##### Required qualifications

2-5 years of related business experience in operations or production services, preferably in the financial services industry

Proficient with Microsoft Office Products (Outlook, Excel, Word, PowerPoint)

Bachelor's Degree preferred

Ability to work collaboratively and manage multiple transactions in a fast-paced environment

High degree of discretion due to the confidential nature of communications