Tax Reporting Analyst

Computershare UK

. Ensure data is provided to recipients and regulatory agencies in compliance with IRS and state specifications and information reporting regulations .

Posted 11/2/2026full-timeUnited StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in IRS reporting requirements and tax compliance, ensuring accurate financial reporting and adherence to regulatory specifications. Proficient in managing tax certifications and producing necessary forms for shareholders while maintaining high attention to detail in a deadline-driven environment.

Highest-signal resume keywords

IRS Reporting RequirementsTax ComplianceForm 1099 ProductionExcel ProficiencyTransfer Agent Knowledge

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Tax ReportingFinancial ReconciliationData BalancingForm 1042-S ProductionIRS Electronic Filings

Soft Skills

Problem SolvingCommunication SkillsAttention to Accuracy

Industry Keywords

IRS SpecificationsState Agency GuidelinesYear-End ReportingFinancial Activity ScreensWorkflow Management

About the role

Key responsibilities & impact

Ensure data is provided to recipients and regulatory agencies in compliance with IRS and state specifications and information reporting regulations
Perform daily balancing of income payment reports
Update financial activity screens to ensure accurate year-end tax reporting
Reconcile annual tax reports to financial year-to-date activity screens
Ensure all reportable tax information is captured and reported appropriately to shareholders and regulatory agencies
Process tax certifications for the IRS and other foreign tax agencies
Review and maintain understanding of Internal Revenue Service specifications
Complete daily and annual tax reporting balancing
Produce and verify Forms 1099 and 1042-S for clients’ shareholders
Generate IRS and state electronic filings
Manage workflow queues and assist with tax compliance items
Collaborate across Computershare teams on continuous improvement and project-related activities

Requirements

What you’ll need

High school diploma or general education degree (GED)
Preferably 2 years of higher education and 2 years Transfer Agent knowledge and experience
Good understanding of IRS reporting requirements
Understanding of IRS/State Agency guidelines and deadlines for year-end reporting
Computer skills, specifically Excel
Ability to communicate in writing and verbally via email and/or conference calls
Enjoys working with numbers and solving problems
High attention to accuracy
Comfortable working in a goal-oriented, deadline-driven environment

Benefits

Comp & perks

Paid parental leave
Flexible working
Paid time off
Observed holidays
Medical, dental and vision plans
401k matching
Ability to set aside salary to purchase shares in the company
Tax-advantaged flexible spending plans, including healthcare, dependent care and commuter
Short- and long-term disability benefits
Life insurance
Supplemental life insurance
Caring and inclusive culture
Experienced colleagues and opportunities to grow