Tax Operations Analyst

About SRS Acquiom

SRS Acquiom delivers the smartest way to run a deal™ through a platform and services designed to help deal parties manage complex M&A and loan agency transactions more efficiently.

Based in Denver, Colorado, with offices across the United States and in London and Amsterdam, SRS Acquiom supports transactions across North America and Europe. Our M&A services include professional shareholder representation, paying and escrow agent services, and online document solicitation and reporting. For loan and credit transactions, we provide independent Administrative Agent, Collateral Agent, Sub-Agent, and Successor Agent services.

Since 2007, SRS Acquiom has supported more than 11,500 transactions globally. By bringing efficiency, expertise, and purpose-built technology to complex financial transactions, we help sophisticated deal parties focus on building great businesses and maximizing value.

We’re equally committed to building careers as we are to building solutions. If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk.

A few benefits our employees enjoy

Day‑one coverage: medical, dental, and vision plans so you’re protected from the start

A 401(k) with a 4% company match to keep your future on track

Discretionary time off - take the time you need, when you need it

Employer‑paid life insurance, with the option to add extra coverage for peace of mind

Employee Assistance Programs for confidential support when life gets complicated

Discounted pet insurance (because furry family members count, too)

A fitness credit to back your health and wellness goals

Pre‑tax plans for dependent care, transportation, and flexible spending

Position Summary

As part of the Tax Operations team, this position plays a central role in ensuring accurate and compliant tax reporting across the full lifecycle of investor payments. Core responsibilities include receiving and validating individual tax documents, identifying payments that require additional withholding or reporting instruction, and interpreting data from multiple sources to resolve discrepancies prior to payment.

Throughout the year, this role is responsible for validating deal-level tax reporting data to support the accurate generation of year-end tax forms for sophisticated investors. Given the confidential and sensitive nature of the communications involved, a high degree of discretion is essential.

Beyond transactional processing, this position contributes to process improvement initiatives and participates in departmental planning, with a focus on exceeding service level agreements and delivering an accurate, positive experience for payees. The role also requires the flexibility to manage client-specific fulfillment requests, tracking and executing on unique requirements as they arise.

Location: This position is either hybrid out of our Denver, CO office or a fully remote position within the Continental United States. You must be located within the Mountain (MST) or Central (CST) time zones or have the ability to work MST or CST business hours.

If the candidate selected lives within a 20-mile radius of our downtown Denver office, they will be classified as a hybrid employee, and beginning September 8, 2026, working one day per week in the office is expected. Beginning February 1, 2027, two days per week in the office will be expected. If the candidate selected lives outside a 20-mile radius of the Denver office, they will be classified as a fully remote employee, and in-person onsite visits to the Denver headquarters will be required on average three times per year.

Compensation: The salary range for this position is between $68k and $77k, depending on experience level.

Primary Responsibilities

Receive, validate, and route individual tax documents appropriately

Mitigate risk by identifying shareholder payments that require additional withholding or reporting instruction prior to payment being made