Tax Operations Associate

Management LevelI***This is a temporary role lasting up to 7 months--may extend or end sooner***100% Remote -- MN and WS locations a plusEquiniti 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/usEQ’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 SummaryThe 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/ResponsibilitiesThe 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 reportingPerforms analysis and correction of daily transactions within systems of record. Escalate to appropriate party when missing data is identifiedMonitoring, researching and responding to incoming tax related correspondences within approved timelinesReviews and validates tax forms, updates system of record accordinglyResponsible 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 ShareholdersEnsure procedures are up to date with current processingReconciles internal transfers between systems of recordCross-train on other department functions, acting as back up when necessaryWillingness to learn tax concepts and enhance knowledge of tax reporting requirementsOther duties as assignedSkills, Capabilities and Attributes The successful candidate will demonstrate the following experience, skills and behaviors:Recent college graduate in fields such as accounting, finance, business, economics- (preferred)Proficient Microsoft Excel skillsWilling and able to work extended hours as neededProblem-solving skillsFlexible, easily adapts to changeDetail-orientedAbility to work independently and collaborate within a teamCompensation$19.00 - $21.00 hourlyEqual Opportunity StatementWe 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.Originally posted on Himalayas

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