SRS Acquiom
Financial Services
TaxOperationsAnalyst
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Tax Operations Analyst at SRS Acquiom. Skills: Tax operations, Investor payments, Compliance reporting. Receive tax documents. Validate tax documents”
What You'll Achieve.
Exceed service level agreements; Deliver accurate payee experience
Industry & Context.
Discrepancy resolution
Longer hours December-February, Work weekends December-February
What They're Looking For.
Must Have
2-5 years related business experience, Proficient with Microsoft Office Products
Nice to Have
Bachelor's Degree
What You'll Do.
Receive tax documents
Validate tax documents
Identify payments requiring withholding
Identify reporting instruction requirements
Interpret data from multiple sources
Resolve discrepancies prior to payment
Validate deal-level tax reporting data
Generate year-end tax forms
Implement process improvements
Meet client-specific fulfillment requests
Track fulfillment requests
Execute on unique requirements
How You'll Work.
Team & Collaboration
Build relationships across organization
Communication Scope
Interpersonal skills; Communication skills; Presentation skills
Full Job Description
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 plays a central role in ensuring accurate and compliant tax reporting across th
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