Tax Operations Specialist

Management Level I EQ is a leading international provider of shareholder, pension, remediation and credit technology. With over 5,000 employees, it supports 37 Million people in 120 countries. EQ’s purpose is to care for every customer and simplify every transaction, delivered with less of an impact on the environment. In December 2021 EQ formally moved into private ownership by affiliates of Siris Group Capital, LLC. EQ and AST have joined forces. Together, EQ and AST in the U.S. are 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 and AST together offer 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., AST Private Company Solutions, Inc., and Donlin, Recano & Company, Inc. Learn more at: www.astfinancial.com and www.equiniti.com/us High Level Summary The role of an Tax Operations Specialist 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, balance and deposit withholding dollars to the IRS and State agencies, monitor taxable events requiring adjustments to cost basis, review IRS notices and process accordingly, produce Federal and State tax returns and to meet tax filing requirements. Essential Functions/Responsibilities Works within a team responsible for the analysis of tax information related to cost basis and tax reporting. Responsible for year-end information reporting; including Federal and State form generation, electronic generation and transmission to the IRS and quality control review of the forms and files. Collaborate with other Operations teams to ensure 1099 data is accurate. Performs analysis and correction of daily transactions within systems of record. Escalate to appropriate party when missing data is identified. Analyses, balances and deposits withholding dollars to the applicable Federal and State agencies. Monitoring, researching and responding to incoming tax related correspondences within approved timelines. 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. 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. Covid Policy EQ is committed to providing and maintaining a workplace that is free from known health hazards. Employees hired into client facing roles or those requiring business travel, may be required to be vaccinated against COVID depending on client requirements and travel restrictions. All current and future EQ employees are required to adhere to all health, safety and environmental policy and procedure requirements as a condition of employment. Our people and platforms connect businesses with markets, engage customers with their investments and allow organisations to grow and transform. Our vision is to help businesses and individuals succeed, creating positive experiences for the millions of people who rely on us for a sustainable future. We provide share registration, deliver services for reward and benefits and develop solutions for customer management in regulated industries. Our work with some of the most significant organisations in the UK and US means we engage with 29 million of their shareholders, pensioners and employees.