Tax Operations 1 Associate at Equiniti

Management LevelIThis position is hybrid; must be located near our Mendota Heights, MN officeTemporary Assignment -- 9-12 months (may extend or end sooner)About EQ Shareholder ServicesEQ Shareholder Services provides comprehensive solutions to support organizations throughout their corporate lifecycle, including managing shareholder engagement, maintaining stock registers, facilitating ownership transfers, enabling shareholder meetings, paying dividends, supporting IPOs, and administering employee equity plans. We are dedicated to revolutionizing shareholder services by developing digital solutions that facilitate dematerialization for issuers and shareholders. Our mission is to digitize the way shareholders hold their shares, engage with their investments, and interact with us.We pride ourselves on being at the forefront of innovation, providing a digital-first experience that sets us apart. Our recent acquisition of Notified has expanded our capabilities in investor relations and communications, making us the only global technology partner dedicated to serving both public relations and investor relations solutions.Our commitment to acting quickly on our clients' needs, strengthens and demonstrates our #ClientObsessedApproach, ensuring we deliver exceptional service and Role SummaryThe 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 reportingPerforms analysis and correction of daily transactions within systems of record. Escalate to appropriate party when missing data is identifiedMonitoring, researching and responding to incoming tax related correspondences within approved timelinesReviews and validates tax forms, updates system of record accordinglyReviewing Cost Basis Reporting System (CBRS) files and ensuring statements of information are sent appropriately in accordance with IRCProcessing manual workarounds identified by queries, clearing out of balances as necessary and completing work items sent from ShareholdersEnsure procedures are up to date with current processingReconciles internal transfers between systems of recordCross-train on other department functions, acting as back up when necessaryWillingness to learn tax concepts and enhance knowledge of tax reporting requirementsOther duties as assignedSkills, 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 EconomicsPreferred 2+ years of working in an office settingPreferred 2+ years of operations, accounting and/or finance experienceKnowledge of the stock market and stock industryProblem-solving skillsFlexible, easily adapts to changeDetail-orientedAbility to work independently and collaborate within a teamSelf-management and self-motivated skillsProficient use of Microsoft Office, with demonstrated capability in Word, Excel and PowerPointMust be able to effectively read, write and speak EnglishWilling and able to work extended hours as neededCompensation:$19.00 - $21.00 hourlyEqual Opportunity StatementWe 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.