Tax Operations Associate

Management Level

**100% Remote role--located near Mendota Heights, MN or Milwaukee, WS preferred

Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries.
 

EQ US is a leading provider of ownership data management, analytics and advisory services to public and private companies as well as corporate issuers and mutual funds. EQ offers a comprehensive product set, including transfer agency services, cap table management, equity compensation services, proxy solicitation and advisory services, private company solutions and bankruptcy claims administration services. Affiliates include, D.F. King and Co., Inc., and Astrella Private Company Solutions, Inc. Learn more at: www.equiniti.com/us

EQ’s vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ.

Role Summary

The role of a Tax Operations Associate within the Tax Department requires the ability to work within multiple systems of record (commercial software) and internally developed Access databases to document the tax status of a payee, monitor taxable events requiring adjustments to cost basis, produce Federal and State tax returns while meeting tax filing requirements.

Core Duties/Responsibilities

The successful candidate will be responsible for the following:

• 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.

Skills, Capabilities and Attributes

The successful candidate will demonstrate the following experience, skills and behaviors:

• Preferred Associate’s Degree in Accounting or Bachelor’s Degree in Accounting Business Administration, Finance or Economics
• Preferred 2+ years of working in an office setting
• Preferred 2+ years of operations, accounting and/or finance experience
• Knowledge of the stock market and stock industry
• Problem-solving skills
• Flexible, easily adapts to change
• Detail-oriented
• Ability to work independently and collaborate within a team
• Self-management and self-motivated skills
• Proficient use of Microsoft Office, with demonstrated capability in Word, Excel and PowerPoint
• Must be able to effectively read, write and speak English
• Willing and able to work extended hours as needed

Compensation

• $20.00 - $21.00 hourly

Equal Opportunity Statement

We are an equal opportunity employer and make employment decisions without regard to race, creed, religion, national origin, sex (including pregnancy, gender identity, and sexual orientation), parental status, marital status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, status with regard to public assistance, or any other characteristic protected under federal, state, or applicable local law.