Tax Reporting Analyst

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

The Tax Reporting Analyst is responsible for serving as a state and federal withholding subject matter expert. Will analyze system withholding transactions for accuracy and resolving discrepancies. Will also reconcile and file form 941, 945 and 1042 data, serving as a Taxport SME and training resource.

What you will do

• Reconcile and file tax reporting data to ensure accurate production of recipient and/or government level tax reporting

• Maintain data integrity in front-end and/or back-end tax reporting databases and spreadsheets

• Provide training and updates to system users and programmers relative to tax reporting rules and regulations

• Respond to customer service tickets relative to tax reporting questions, procedures, and issue resolution

• Reconcile withholding liability in general ledger to withholding payment system and bank accounts

• Complete daily departmental offsetting and balancing processes

• Complete manual withholding payments

• Provide monthly report to management GL balance, outlining issues, resolutions and concerns

• Review returned tax form mail and forward to responsible departments

What you will bring

• Bachelor’s degree in a related field or any equivalent combination of education and work experience

• 3+ years’ experience in the financial services industry

• Demonstrated ability to handle multiple deadlines and strict deadlines

• Demonstrated problem solving and analytical skills

• Proficiency in Word, Excel and PowerPoint

• Strong written and communication skills

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 5%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus nine paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) – internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

The salary range below describes the minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Base Salary Range

$ 58,200.00-90,100.00

Location

CO Greenwood Village

We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.