Tax Operations Analyst

Job Summary

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