Tax Adjustment Analyst
Computershare

JOB DESCRIPTION

Location: Louisville, KY (Hybrid)

This is a hybrid position primarily based in Louisville, KY. We're committed to your flexibility and wellbeing and our hybrid strategy currently requires three days a week in the office, giving you the option to work remotely for some of your working week. Find out more about our culture of flexible working. Find out more about our culture of flexible working.

We give you a world of potential

The Tax Adjustment Analyst role is responsible for the daily and timely processing of withholding and income adjustments to shareholder accounts. Verifies adjustment processing and updates to financial tax files daily. The role is also responsible for the review of Cost Basis shareholder data and research inquires involving Cost Basis data and tax reporting data.

A role you will love

Key Accountabilities:

• Processes tax refunds in accordance with IRS regulations.

• Generates and mails corrected, duplicate and one-off original tax forms for IRS filings for prior year and current year.

• Research and review of Cost Basis shareholder detail and process updates as required.

• Research and review of all inquiries related to tax withholding, tax reporting and Cost Basis.

• Processes updates to shareholder certification and tax reporting details based upon client instructions.

• Adheres to guidelines of Client Service Agreements and IRS tax regulations.

• Ensures the timely and accurate resolution of issues or discrepancies.

• Other duties or tasks as assigned by management.

What will you bring to the role?

If you are someone who enjoys working with numbers, solving problems, has high attention to accuracy and is mindful of our client experience, this role is for you. It will be a huge attribute if you are motivated by deadlines and to be comfortable performing in goal-oriented environment.

Required:

High school diploma or general education degree (GED)

Understanding of IRS/State Agency guidelines and deadlines.

Essential computer skills, specifically Excel.

Preferably 2 years of higher education and 2 years Transfer Agent knowledge and experience

Rewards designed for you

Paid parental leave, flexible working and a caring and inclusive culture.

Health and wellbeing rewards that can be tailored to support you and your family, including medical, dental and vision.

Invest in your future with 401k matching and tax-advantaged flexible spending plans, including healthcare, dependent care and commuter.

Income protection. Our package includes short and long-term disability benefits, life insurance and supplemental life insurance.

And more. Ours is a welcoming and close-knit community, with experienced colleagues ready to help you grow. Our handbook will help you find out more about our rewards and life at Computershare, visit computershare.com/careers-handbook.

ABOUT US

A company to be proud of

We're a global leader in financial administration with over 12,000 employees across more than 22 different countries. At Computershare, it's more than just a job, our open and inclusive culture means that we will help you to grow, to move forward and make the most of our world of opportunities.

A diverse and inclusive place to work

At Computershare we value diversity and welcome applications from everyone, believing that an equal and inclusive culture is key to excellent results. One of the greatest advantages for our organisation is the talent and diversity of our people and we strive to ensure all our employees have an equal opportunity to contribute their ideas, bring their personality to their work and showcase their skills. For support with accommodations or adjustments during our recruitment process please visit computershare.com/access for further information.

Computershare is an equal opportunity employer. Qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, protected veteran status, or other characteristics protected by applicable law.