Payroll and Tax Analyst

About SRS Acquiom    

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. 

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. 

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. 

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    

The Payroll and Tax Analyst is part of the Tax Operations team. This position is responsible for validating tax reporting data, producing year-end tax forms, implementing new payroll groups, and processing payroll on demand and within compliance standards. The purpose of this position is to support the Operations Department and ensure our payees have a positive and accurate experience during and after their payment. This is a hands-on position within the Operations Department, where you report to the Senior Director of Operations. The salary range for this position is between $66K and $77K, depending on experience level.

Primary Responsibilities    

• Implement new payroll units and employee profiles to process payroll accurately
• Determine the appropriate methods to implement an accurate payroll
• Interpret payroll data and provide detailed import instructions
• Process multi-state payroll for multiple pay units at varying pay schedules
• Implement, calculate, and validate wage attachment orders according to regulatory requirements.
• Research and respond to regulatory agency notifications within tight timeframes
• Reconcile every payroll process within each deal prior to payment or when any change occurs after the deal begins funding
• Receive, validate, and route individual tax documents appropriately
• Mitigate risk by identifying shareholder payments that require additional withholding or reporting instructions 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  

• 2-5 years of related business experience in operations or production services, preferably in payroll or 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 the ability to work independently with a high level of autonomy and as part of a team
• Strong attention to detail and project management skills
• Proficient with Microsoft Office Products (Project, 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.
• The office environment is collaborative, and people work in proximity to one another. Noise and distractions are to be expected.
• Seated most of the time using a computer, keyboard, and mouse
• Travel not required

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice.   

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.