Operations - Tax Analyst
Job Posting for Operations - Tax Analyst at Broadridge
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.
Broadridge is growing! We are seeking an Operations - Tax Analyst to join our team in the Phoenix, AZ area. In this role, you will collaborate with the Manager to perform daily tasks regarding all tax withholding for client retirement plan distributions. Providing “best in class” customer service, and adhering to established guidelines, procedures, and SLAs.
Are you eager to join one of the leaders in the Financial Technology industry? If so, we'd love to hear from you!
This position is a temporary, contract role expected to last 6 months or longer, with the potential to go permanent. We are made up of high performing teams that meet in person to learn and collaborate as needed. This role is considered hybrid, which means you’ll be assigned to a Broadridge office and given the flexibility to work remotely.
Job Responsibilities:
- Perform daily reconciliation of tax withholding between various systems and multiple accounts
- Complete tax withholding payments to states and IRS
- Process tax correction and creation requests in various internal and third-party systems
- Process stop payment and reissues on distribution checks Perform monthly, quarterly and annual tax withholding filing with states/ IRS
- Accurately and timely process all daily inquiries, research and outages.
- Balance tax withholding annually between various systems to ensure accurate and timely annual filing
- Train new employees and coordinate cross training for team members.
Qualifications:
- Requires a High School education or equivalent with advanced business/technical school or college training preferred, and/or a minimum of two to three (2-3) years applicable experience.
- Minimum of one year of Trust operations experience is preferred.
- Fundamental understanding of retirement plans, benefit payments and distribution processing.
- Knowledge of basic business processes and computer applications (Trust systems, Microsoft Excel, Word and Outlook).
- Strong written and verbal communication and customer service skills.
Disability Assistance
We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, or military or veteran status and other protected characteristics protected by applicable federal, state, or local laws. US applicants: Click
here
to view the "EEO is the Law" poster. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation in the event you are unable or limited in your ability to use or access the Company's career webpage because of your disability. You may request a reasonable accommodation(s) by calling 888-237-7769 or by sending an email to BRcareers@broadridge.com
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Salary.com Estimation for Operations - Tax Analyst in Phoenix, AZ
$40,295 to $50,000
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