Operations Manager, Tax Reporting & Reconciliation

Job Description

Job Description

About SRS Acquiom

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.

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 Operations Manager, Tax Reporting & Reconciliation 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 role 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. The Operations Manager, Tax Reporting & Reconciliation maintains oversight of tax controls, monitors regulatory changes, and supports complex transactional activity, including acquisitions and escrow‑based payments. In addition to day‑to‑day tax operations, this position 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.

Location: This is either a hybrid position based in our Denver, CO office or a fully remote position from within the US based Mountain (MST) or Pacific (PST) time zones ONLY

Compensation: The salary range for this position is between $105k and $120k, depending on experience level.

Primary Responsibilities

• Lead and manage the Tax Operations team, providing coaching, performance management, and development to ensure high‑quality execution and strong employee engagement.
• Oversee day‑to‑day tax operations, including withholding, reconciliation, and reporting for Forms 1042‑S, 8288 and 8288-A, and 1099, ensuring accuracy, timeliness, and regulatory compliance.
• Manage tax responsibilities related to mergers, acquisitions, and transaction‑based payments, including Shareholder tax form validation, deal review support, and withholding determination.
• Partner cross‑functionally with the Payments, Relationship and Releases teams as well as external advisors to ensure appropriate tax treatment and consistent execution of tax processes.
• Establish, maintain, and enhance tax controls, workflows, and documentation to mitigate financial, operational, and regulatory risk.
• Monitor changes in tax laws and regulations and guide the team in implementing required process or compliance updates.
• Oversee tax reconciliations, filings, audit support, and responses to regulatory inquiries.
• Drive operational efficiency and scalability through process improvement, standardization, and effective use of technology.
• Prepare, send, and file Customer Tax Documents and other related documents such as 1099s, 1042-S forms, and 8288 forms within the appropriate timelines as stipulated by the IRS.
• Serve as an escalation point for complex tax issues, providing guidance and decision‑making support.
• Perform other duties as assigned in support of tax operations and organizational objectives

Required Qualifications & Skills

• Bachelor's degree in Accounting, Finance, Taxation, or related field, or equivalent experience.
• 5+ years of progressive experience in tax operations, compliance, or related tax functions.
• 3–5 years of people management or team leadership experience.
• Strong knowledge of U.S. tax reporting and withholding requirements, including Forms 1042‑S, 8288‑A, and 1099, with deep familiarity across payroll and M&A‑related transactions.
• Experience supporting tax requirements for mergers, acquisitions, and transaction‑based payments.
• Proven ability to lead scalable operations through effective controls, procedure development, and risk mitigation.
• Demonstrated success partnering cross‑functionally and across geographically distributed teams.
• Ability to manage multiple priorities, meet tight deadlines, and operate effectively in a fast‑paced, regulatory environment.
• High attention to detail with a strong focus on accuracy, compliance, and customer risk management.
• NetSuite experience preferred; knowledge of the M&A process a plus.

Desired Characteristics

• Self-motivated
• Intellectually curious
• Collaborative
• Critical Thinker
• Amiable
• Operates with the highest integrity and attention to detail
• Ability to prioritize and multitask across many projects

Physical Requirements/Special Demands

• Maintain flexible and, in some cases, non-traditional work hours when needed
• If Remote, travel may be necessary to the Denver office up to 3 times per year.

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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.