Management Level
I
***This is a temporary role to last 3 months--may end sooner or extend
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., Astrella Private Company Solutions, Inc., and Donlin, Recano & Company, 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.
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.
Essential Functions/Responsibilities
- 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.
Experience/Education
- Recent college graduate in fields such as accounting, finance, business, economics- (preferred)
- Proficient Microsoft Excel skills
Compensation: $19.00 - $21.00 hourly
Equal Opportunity Statement
We are an equal opportunity employer and make employment decisions without regard to race, creed, religion, national origin, sex (including pregnancy, gender identity, and sexual orientation), parental status, marital status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, status with regard to public assistance, or any other characteristic protected under federal, state, or applicable local law.
Top Skills
What We Do
Our people and platforms engage customers with investments, connect businesses with markets, and enable organisations to grow.
Our vision is to be a leading global share registrar and transfer agent, offering complementary services in pensions and remediation, to help our customers succeed.
