Tax Operations Associate

Job Summary

A company is looking for a Tax Operations 1 Associate.

Key Responsibilities

• Analyze tax information related to onboarding, withholding, cost basis, and tax reporting
• Perform analysis and correction of daily transactions within systems of record and escalate missing data issues
• Monitor, research, and respond to incoming tax-related correspondences within approved timelines

Required Qualifications, Training, and Education

• Preferred Associate's Degree in Accounting or Bachelor's Degree in Accounting, Business Administration, Finance, or Economics
• Preferred 2+ years of experience in an office setting
• Preferred 2+ years of operations, accounting, and/or finance experience
• Knowledge of the stock market and stock industry
• Willingness to learn tax concepts and enhance knowledge of tax reporting requirements