Tax Operations Analyst

About SRS Acquiom

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line.

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk.

A Few Benefits Our Employees Enjoy

• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start
• A 401(k) with a 4% company match to keep your future on track
• Discretionary time off - take the time you need, when you need it
• Employer‑paid life insurance, with the option to add extra coverage for peace of mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending

Position Summary

As part of the Tax Operations team, this position is responsible for validating tax reporting data, processing and remitting tax withholding, and year-end tax form production.

The purpose of this position is to support the Operations Department in ensuring our payees have a positive and accurate experience before, during, and after receiving their payment.

This is a hands-on position within the Operations Department, reporting to the Senior Director of Operations.

Location: This is either a hybrid position based in our Denver, CO office or a fully remote position within the Continental United States.

Compensation: The salary range for this position is between $68k and $77k, depending on experience level.

Primary Responsibilities

• Receive, validate, and route individual tax documents appropriately
• Mitigate risk by identifying shareholder payments that require additional withholding or reporting instruction prior to payment being made
• Validate deal-level tax reporting data throughout the year to accurately generate year-end tax forms
• Interpret data provided from multiple sources to identify and resolve discrepancies
• Identify and implement process improvements to enhance the customer experience, exceed SLAs and improve departmental efficiency
• Meet unique requirements based on individual fulfillment requests from clients and track items as needed
• Actively participate in planning of long- and short-term objectives as it relates to departmental functions
• Other duties as assigned

Required Qualifications & Skills

• 2-5 years of related business experience in operations or production services, preferably in the financial services industry
• Ability to work collaboratively and build relationships across the organization
• Ability to work in a fast-paced environment and handle multiple transactions at one time
• Excellent interpersonal, communication, and presentation skills
• Discretion is essential in this role, as confidential, sensitive communications are broadly distributed to sophisticated investors
• Self-motivated, self-starter with the ability to work independently with a high level of autonomy and as part of a team
• Strong attention to detail
• Proficient with Microsoft Office Products (Outlook, Excel, Word, PowerPoint)
• Bachelor’s Degree preferred

Key skills/competency

• Tax Operations
• Financial Services
• Data Validation
• Tax Reporting
• Tax Withholding
• Process Improvement
• Microsoft Excel
• Attention to Detail
• SLA Management
• Risk Mitigation