Tax Operations 1 Associate

Management Level

This position is hybrid; must be located near our Mendota Heights, MN office

Temporary Assignment 9-12 months (may extend or end sooner)

About EQ Shareholder Services

EQ 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 Summary

The 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 reporting
• Performs analysis and correction of daily transactions within systems of record. Escalate to appropriate party when missing data is identified
• Monitoring, researching and responding to incoming tax related correspondences within approved timelines
• Reviews and validates tax forms, updates system of record accordingly
• 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

Skills, Capabilities and Attributes

The successful candidate will demonstrate the following experience, skills and behaviors :

Compensation :

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.