Tax Operations Manager
The Tax Operations Manager at SRS Acquiom leads the execution and optimization of tax operations, ensuring accurate, timely, and compliant tax reporting and withholding. This role oversees Forms 1099, 1042-S, and 8288 reporting, transaction-based withholding, and tax obligations related to mergers and acquisitions (M&A). The position partners closely with the Payments, Relationship, and Releases teams, as well as external advisors, to manage withholding, reporting, reconciliations, and audits while mitigating regulatory and financial risk. Additionally, the Tax Operations Manager drives process standardization, scalability, and efficiency through strong operational controls, technology enablement, and cross-functional collaboration, contributing to the organization’s overall compliance and transaction success.
Key responsibilities include leading and managing the Tax Operations team by providing coaching, performance management, and development to ensure high-quality execution and strong employee engagement. The role oversees day-to-day tax operations, including withholding, reconciliation, and reporting for Forms 1042-S, 8288, and 1099, ensuring accuracy, timeliness, and regulatory compliance. Managing tax responsibilities related to mergers, acquisitions, and transaction-based payments, including shareholder tax form validation, deal review support, and withholding determination, is also a critical aspect of the position. The Tax Operations Manager partners cross-functionally with internal teams and external advisors to ensure appropriate tax treatment and consistent execution of tax processes. Establishing, maintaining, and enhancing tax controls, workflows, and documentation to mitigate financial, operational, and regulatory risk is essential. Monitoring changes in tax laws and regulations and guiding the team in implementing required process or compliance updates, overseeing tax reconciliations, filings, audit support, and responses to regulatory inquiries, and driving operational efficiency and scalability through process improvement and effective use of technology are also key responsibilities.
Required qualifications include a Bachelor’s degree in Accounting, Finance, or a related field, with a Master’s degree or CPA preferred. A minimum of 7 years of experience in tax operations, compliance, or a related field, preferably within the financial services or M&A industry, is required. Strong leadership and team management skills, with experience leading high-performing teams, are essential. In-depth knowledge of U.S. tax laws and regulations, particularly related to withholding and reporting requirements, is necessary. Excellent analytical, problem-solving, and decision-making skills, along with strong communication and interpersonal skills, are important. Proficiency in tax software and Microsoft Office Suite, especially Excel, is required. The ability to manage multiple priorities in a fast-paced environment and a high level of attention to detail and accuracy are also critical.
SRS Acquiom offers a comprehensive benefits package, including day-one coverage for medical, dental, and vision plans, a 401(k) with a 4% company match, discretionary time off, employer-paid life insurance with the option to add extra coverage, employee assistance programs, discounted pet insurance, a fitness credit, and pre-tax plans for dependent care, transportation, and flexible spending. The company fosters an entrepreneurial culture with a proven record of growth and innovation, providing opportunities for internal mobility and career development. Employees are encouraged to learn, stretch, and step into new roles as the business evolves, making SRS Acquiom an ideal place for those seeking a dynamic and supportive work environment.