Tax Operations Analyst (Remote, CA)

About the role

The Tax Operations Analyst plays a key role in supporting the organization’s Tax Operations systems. This contract position involves analyzing, reporting, and executing day‑to‑day tasks related to disbursement processes, including refund transfers, check issuance, prepaid card loads, and ACH payments.

Responsibilities

• Coordinate transactions between organizations.
• Ensure reporting and data requests are fulfilled.
• Create and update reconciliations for multiple products and programs, including:
  • Fed ACH Account incoming funds ($30+ billion annually)
  • Internal Bank Transactions ($200+ billion annually)
  • Customer Collections Programs ($50+ million annually)
  • Lending Programs ($300+ million annually)
• Reconcile transactions for these programs and research variations.
• Respond to inquiries from internal and external teams in conjunction with current responsibilities.
• Research differences and issues related to current responsibilities.
• Maintain compliance with all government and company standards through approved tools, templates, policies, procedures, and process learnings.
• Cross‑functional collaboration: work closely with internal teams (Product, Marketing, Compliance, Legal, and Operations) to support partner initiatives and resolve issues.

Required Qualifications

• Experience in finance or analytics preferred.
• Strong interpersonal and communication skills, with the ability to influence and collaborate across teams.
• Strong organizational and communication skills.
• Proficiency in Microsoft Office applications.

Preferred Qualifications

• Preferred skills in SQL and MSTR.
• Experience working in financial services, fintech, or tax‑related industries.

Hours and Location

• Monday – Friday, 40 hours/week.
• Standard PST work schedule.
• 100% remote for candidates based in CA, with a preference for candidates based in or near San Diego.

Pay

A competitive salary range is offered for this position. Most candidates are hired at the median of this range, ensuring fair and equitable compensation based on experience and qualifications.

Benefits

• Medical
• Dental
• 401(k) (no match)