Tax Reporting Analyst

Location: Canton, MA (Hybrid)

In this position, you’ll be based in the Louisville, KY office for a minimum of three days a week, with the flexibility to work from home for some of your working week. Find out more about our culture of flexible working.

We give you a world of potential

The Tax Reporting role is responsible for ensuring that data is provided to recipients and regulatory agencies in compliance with IRS and state specifications and information reporting regulations. Performs the daily balancing of income payment reports and update to the financial activity screens to ensure accurate tax reporting at year end. Reconciles annual tax reports to financial YTD activity screens to ensure that all reportable tax information has been captured and will be reported to shareholders and regulatory agencies appropriately.

Processes tax certification for IRS and other foreign tax agencies. Reviews and maintains an understanding of the Internal Revenue Service specifications.

A role you will love

The Tax Reporting is a division within Computershare responsible for yearend reporting to the Internal Revenue Service (IRS), the Canadian Revenue Agency (CRA), as well as various state agencies.

The Tax Reporting role performs timely and efficient completion of daily and annual tax reporting balancing, the annual production and verification of Forms 1099 and 1042-S for clients’ shareholders, and the generation of IRS and state electronic filings.

The Tax Reporting Analyst is also expected to work collaboratively across teams within Computershare supporting continuous improvement and project related activities.

Key Accountabilities

Year-end tax form production.

Daily balancing in preparation for yearend reporting.

Tax certification processing.

Various workflow queues and assistance on tax compliance items.

What will you bring to the role?

If you are someone who enjoys working with numbers, solving problems, has high attention to accuracy and is mindful of our client experience, this role is for you. It will be a huge attribute if you are motivated by deadlines and to be comfortable performing in goal-oriented environment.

Required

• 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 the IRS reporting requirements.
• An understanding of IRS/State Agency guidelines and deadlines for year-end reporting.
• Computer skills, specifically Excel.
• Must be able to communicate written and verbally with others via email and or conference calls.
• Rewards designed for you
• Paid parental leave, flexible working and a caring and inclusive culture
• Health and wellbeing rewards that can be tailored to support you and your family, including paid time off, observed holidays, medical, dental and vision plans
• Invest in your future with 401k matching, setting aside salary to purchase shares in our company and tax-advantaged flexible spending plans, including healthcare, dependent care and commuter
• Income protection. Our package includes short and long-term disability benefits, life insurance and supplemental life insurance
• And more. Ours is a welcoming and close-knit community, with experienced colleagues ready to help you grow. Our careers hub will help you find out more about our rewards and life at Computershare, visit computershare.com/careershub