Tax Operations Analyst

We need to output HTML fragment with sections: About the role? Actually we have "About SRS Acquiom" description. Should we include "About the role"? The instructions: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We need to include sections only when posting has real specific content. We have content: About SRS Acquiom (company description). Could map to "About the role"? But that's about role, not company. However we could use "About the role" heading and put the company description? Might be okay. But better to use "About the role" for role summary? Actually we have "Position Summary". Could map to "About the role". Use that heading for position summary. Then "Responsibilities" for Primary Responsibilities list. Then "Requirements" maybe for Required Qualifications & Skills? Or separate "Qualifications" and "Skills". The instructions list possible headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which to use based on content. We have: - About SRS Acquiom (company overview) maybe could go under "About the role"? Not ideal but we could include a short paragraph about company under that heading. - Position Summary: could be part of About the role. - Primary Responsibilities: list. - Required Qualifications & Skills: could split into Qualifications and Skills. - Benefits: list of benefits. - Pay: compensation range. - Schedule: location/hybrid/remote details and time zone requirements, plus physical requirements about hours. We must not include boilerplate like EEO, fraud screening, etc. Remove those. We must preserve all substantive information. We need to output only HTML fragment, no /, no markdown fences. Let's extract substantive content: Company description: "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." 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 per week 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 list (bullet points): - 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 Required Qualifications & Skills list: - 2-5 years of related business experience in operations or production services, preferably in the financial services industry - Ability to work collaboratively and build relationships across the organization - Ability to work in a fast-paced environment and handle multiple transactions at one time - Excellent interpersonal, communication, and presentation skills - Discretion is essential in this role as confidential, sensitive communications are broadly distributed to sophisticated investors - Self-motivated, self-starter with ability to work independently with a high level of autonomy and as part of a team - Strong attention to detail - Proficient with Microsoft Office Products (Outlook Excel, Word, PowerPoint) - Bachelor’s Degree preferred Physical Requirements/Special Demands: - Standard Business hours with longer hours and possibly weekends in December, January & February of each year. - Office environment is collaborative, and people work in close proximity to one another. Noise and distractions are to be expected. - Seated most of the time using a computer, keyboard, and mouse - If fully remote, In-person visits to the Denver headquarters are required, on average three times per year. - 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. We need to drop visa sponsorship line? It's substantive but maybe considered boilerplate? It's a requirement. Probably keep. We also need to drop fraud & spam screening, EEO, etc. Now decide sections: - About the role: could combine company description + position summary? Or we could have "About the role" for position summary and maybe a separate "About SRS Acquiom" not in list. But instructions only give examples; we can use other headings if needed? It says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but suggests those. Safer to stick to those. Thus we can map: - About the role: include company description and position summary? Might be okay. - Responsibilities: list of primary responsibilities. - Requirements: maybe include physical requirements? Or we could use Requirements for the qualifications? But we also have Qualifications and Skills separate. Better: Use Qualifications for the 2-5 years experience etc. Use Skills for the soft skills etc. But the list mixes both. Could split: Qualifications: education, experience, degree. Skills: abilities, discretion, etc. Let's decide: Qualifications: - 2-5 years of related business experience in operations or production services, preferably in the financial services industry - Bachelor’s Degree preferred Skills: - Ability to work collaboratively and build relationships across the organization - Ability to work in a fast-paced environment and handle multiple transactions at one time - Excellent interpersonal, communication, and presentation skills - Discretion is essential in this role as confidential, sensitive communications are broadly distributed to sophisticated investors - Self-motivated, self-starter with ability to work independently with a high level of autonomy and as part of a team - Strong attention to detail - Proficient with Microsoft Office Products (Outlook Excel, Word, PowerPoint) Requirements: maybe include physical requirements and work authorization etc. But we also have location/hybrid details which could be Schedule? Actually schedule includes hours, location, remote/hybrid expectations. So we can put location/hybrid details under Schedule. Pay: compensation range. Benefits: list of benefits. Thus sections:

About the role

(company description + position summary)

Responsibilities

(ul)

Qualifications

(ul)

Skills

(ul)

Benefits

(ul)

Pay

(p)

Schedule

(p or ul? location details maybe paragraph)

Requirements

(physical requirements, work auth, visa etc.) Check if any section would be empty or placeholder. All have content. We must not repeat job title as heading. Not needed. We must not include Job ID etc. Now craft HTML. We need to preserve all substantive information. Ensure we don't lose any details. Let's write About the role: combine company description and position summary. Might be long but okay. Paragraphs: use

for prose. Responsibilities:

• each. Qualifications:
  • each. Skills:
    • each. Benefits: list from "A Few Benefits Our Employees Enjoy". Items: - 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 We need to keep the bullet points exactly. Pay: "The salary range for this position is between $68k and $77k, depending on experience level." Schedule: include location/hybrid/remote details and time zone requirements, plus standard business hours etc? Actually standard business hours is in Physical Requirements. We'll put schedule: location/hybrid/remote and time zone expectations. Also maybe include "Standard Business hours with longer hours and possibly weekends in December, January & February of each year." That could be part of Schedule or Requirements. We'll put under Schedule as it's about hours. Thus Schedule paragraph: "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. Standard Business hours with longer hours and possibly weekends in December, January &