description“>Equiniti 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/us
EQ’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 Summary
The 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/Responsibilities
The 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 reporting.
Performs analysis and correction of daily transactions within systems of record. Escalate to appropriate party when missing data is identified.
Monitoring, researching and responding to incoming tax related correspondences within approved timelines.
Reviews and validates tax forms, updates system of record accordingly.
Responsible 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 Shareholders.
Ensure procedures are up to date with current processing.
Reconciles internal transfers between systems of record.
Cross-train on other department functions, acting as back up when necessary.
Willingness to learn tax concepts and enhance knowledge of tax reporting requirements.
Other duties as assigned.
Skills, Capabilities and Attributes
The successful candidate will demonstrate the following experience, skills and behaviors:
Preferred Associate’s Degree in Accounting or Bachelor’s Degree in Accounting Business Administration, Finance or Economics
Preferred 2+ years of working in an office setting
Preferred 2+ years of operations, accounting and/or finance experience
Knowledge of the stock market and stock industry
Problem-solving skills
Flexible, easily adapts to change
Detail-oriented
Ability to work independently and collaborate within a team
Self-management and self-motivated skills
Proficient use of Microsoft Office, with demonstrated capability in Word, Excel and PowerPoint
Must be able to effectively read, write and speak English
Willing and able to work extended hours as needed
Compensation
$20.00 – $21.00 hourly
We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.
Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks
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