Tax Operations Analyst

SRS Acquiom

. Receive, validate, and route individual tax documents appropriately .

Posted 9/22/2026full-timeDenver • Colorado • United StatesJuniorMid-Level💰 $68,000 - $77,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in tax document validation and reporting, with a strong focus on process improvement and customer experience. Proficient in managing multiple transactions while maintaining attention to detail and confidentiality.

Highest-signal resume keywords

Tax Document ValidationProcess ImprovementFinancial Services ExperienceMicrosoft Office ProficiencyAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax ReportingData InterpretationTransaction ManagementProcess Enhancement

Soft Skills

Interpersonal SkillsCommunication SkillsSelf-MotivatedCollaborative Work

Tools & Technologies

Microsoft OutlookMicrosoft ExcelMicrosoft WordMicrosoft PowerPoint

Industry Keywords

Financial ServicesOperationsProduction ServicesConfidential Communications

About the role

Key responsibilities & impact

Receive, validate, and route individual tax documents appropriately
Identify shareholder payments requiring additional withholding or reporting instruction before payment
Validate deal-level tax reporting data throughout the year to accurately generate year-end tax forms
Interpret data from multiple sources to identify and resolve discrepancies
Identify and implement process improvements to enhance customer experience, exceed SLAs, and improve departmental efficiency
Fulfill unique client requirements and track items as needed
Participate in planning long- and short-term departmental objectives
Perform other duties as assigned

Requirements

What you’ll need

2-5 years of related business experience in operations or production services, preferably in the financial services industry
Ability to work collaboratively and build relationships across the organization
Ability to work in a fast-paced environment and handle multiple transactions at one time
Excellent interpersonal, communication, and presentation skills
Discretion is essential in this role as confidential, sensitive communications are broadly distributed to sophisticated investors
Self-motivated, self-starter with ability to work independently with a high level of autonomy and as part of a team
Strong attention to detail
Proficient with Microsoft Office Products (Outlook Excel, Word, PowerPoint)
Bachelor’s Degree preferred
Standard business hours with longer hours and possibly weekends in December, January & February of each year
Must be located within the Mountain (MST) or Central (CST) time zones or have the ability to work MST or CST business hours
Must be legally authorized to work in the United States without the need for current or future visa sponsorship

Benefits

Comp & perks

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