Tax Operations Analyst

We need to output only HTML fragment with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real content. We must not repeat job title. Must preserve all substantive info, remove boilerplate, navigation, legal, EEO, etc. Also remove duplicated lines, application instructions. Also remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. Also remove duplicated lines. We need to parse the job posting. Let's extract relevant sections: - About SRS Acquiom: description of company. Could be "About the role"? Actually "About the role" is a heading for role description. The posting includes "Position Summary". That could be "About the role". We'll put that under

About the role

with paragraph(s) summarizing position summary. - Responsibilities: list of primary responsibilities bullet points. - Requirements: maybe "Required Qualifications & Skills" includes qualifications and skills. Could split into Requirements and Skills? The instruction says we can have sections Requirements, Qualifications, Skills. We need to decide what content goes where. We have "Required Qualifications & Skills" includes bullet list: 2-5 years of related business experience..., ability to work collaboratively..., ability to work in fast-paced..., excellent interpersonal..., discretion essential..., self-motivated..., strong attention to detail, proficient with Microsoft Office..., Bachelor’s Degree preferred. Also "Physical Requirements/Special Demands" includes standard business hours etc. Also location info etc. Also compensation. We need to include Pay section if compensation stated: "Compensation: The salary range for this position is between $68k and $77k, depending on experience level." So we will have

Pay

with that sentence. Schedule: location/hours info: "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." Also "Physical Requirements/Special Demands Standard Business hours with longer hours and possibly weekends in December, January & February of each year." So schedule/hours info can go under Schedule. Benefits: there is a list "A Few Benefits Our Employees Enjoy" with bullet points: Day‑one coverage: medical, dental, and vision plans..., A 401(k) with a 4% company match..., Discretionary time off..., Employer‑paid life insurance..., Employee Assistance Programs..., Discounted pet insurance..., A fitness credit..., Pre‑tax plans for dependent care, transportation, and flexible spending. So we will have Benefits section. Qualifications: maybe we separate qualifications (education, experience) from skills (soft skills, technical). But we can also combine. Since we have both sections available, we can split: Qualifications: Bachelor’s Degree preferred, 2-5 years of related business experience in operations or production services, preferably in the financial services industry. Also maybe "Physical Requirements/Special Demands" could be under Requirements? But we have a Requirements section; we could put location/time zone, physical requirements there. However the instruction: "Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we can choose which to include. We need to include sections only when posting has real, specific content for it. So we need to decide what goes where. Let's map: - About the role: Position Summary paragraph. - Responsibilities: list of primary responsibilities. - Requirements: maybe location, time zone, physical requirements, work authorization, etc. Could also include "Must be located within MST or CST time zones", "Hybrid/remote expectations", "In-person visits", "Standard business hours with longer hours...", "Unable to sponsor visas", "Candidates must be legally authorized to work in the US". Also "Physical Requirements/Special Demands". So we can put those under Requirements. - Qualifications: education and experience: Bachelor’s Degree preferred, 2-5 years of related business experience... - Skills: abilities: ability to work collaboratively, fast-paced, interpersonal communication, discretion, self-motivated, attention to detail, proficient with MS Office. - Benefits: list. - Pay: salary range. - Schedule: maybe we already covered location/time zone under Requirements; but schedule could be about hours: "Standard Business hours with longer hours and possibly weekends in December, January & February of each year." Also maybe hybrid/remote schedule expectations. However we already used location/time zone under Requirements; but we could still have Schedule for hours expectations. The instruction says we can include Schedule only if posting has real specific content. It does have schedule info: standard business hours, longer hours possibly weekends Dec-Feb. Also hybrid expectations about days in office. So we could put schedule there. But we need to avoid duplication. We could put location/time zone under Requirements, and schedule/hours under Schedule. That seems fine. Now we need to strip boilerplate: remove "About SRS Acquiom" description? That is company overview; maybe we can include that under About the role? Actually About the role is about the role, not company. But we could include a brief company description under About the role? The instruction: "Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It doesn't forbid including company description under About the role. However "About the role" likely expects role summary. We already have Position Summary. We could also include a short company overview as part of About the role? Might be okay but risk of being considered filler? The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. So we need to keep the company overview as it's substantive. Where to put it? Could be a separate section like "About the company" but not in allowed headings. Since only those headings are suggested, we could still include other headings? The instruction says "Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." The "e.g." implies those are examples, not exclusive list. But they also say "Prefer a few substantive sections over many thin ones." It might be okay to add an "About the company" section. However to be safe, we could incorporate company overview into About the role section as a preamble before the position summary. That would still be substantive. Now we need to remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. At the end there is a lot of legal text about fraud & spam screening, privacy policy, CLEAR, EEO statement, etc. We need to remove all that. Also remove "Physical Requirements/Special Demands" maybe we keep as part of Requirements or Schedule. But we need to ensure we don't keep the legal boilerplate. Also remove duplicated lines: there is repeated paragraph about fraud & spam screening (two similar paragraphs). Remove. Also remove "This job description is not designed to cover or contain a comprehensive listing..." etc. That's boilerplate; remove. Also remove EEO statement: "With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status. Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources." Remove. Also remove "We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process." That's substantive? It's a requirement about work authorization. That's substantive, not boilerplate. So we keep that under Requirements. Now we need to format lists with

• . For responsibilities, qualifications, skills, benefits. We need to ensure we don't include headings with empty content. Let's draft. First, About the role: combine company overview and position summary. Company overview paragraph: "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." Then Position Summary paragraph: "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." We could combine into one or two paragraphs. We'll keep as one

  containing both? Might be long but okay. Now Responsibilities: list bullet points from "Primary Responsibilities". Let's extract: - 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 - Validate deal-level tax reporting data throughout the year to accurately generate year-end tax forms - Interpret data provided from multiple sources to identify and resolve discrepancies - Identify and implement process improvements to enhance the customer experience, exceed SLAs and improve departmental efficiency - Meet unique requirements based on individual fulfillment requests from clients and track items as needed - Actively participate in planning of long- and short-term objectives as it relates to departmental functions - Other duties as assigned We'll put each as

• . Now Requirements: include location/time zone, hybrid/remote expectations, in-person visits, physical requirements, work authorization, visa sponsorship, standard business hours with longer hours possibly weekends Dec-Feb? Actually schedule/hours maybe separate. Let's decide: We'll put location/time zone, hybrid/remote expectations, in-person visits, work authorization, visa sponsorship under Requirements. Also maybe physical requirements? But we could put physical requirements under Schedule? Let's think. Physical Requirements/Special Demands: "Standard Business hours with longer hours and possibly weekends in December, January & February of each year