Tax Information Reporting Associate Manager - Data Integrity

Tax Information Reporting Associate Manager – Data Integrity

B.A./B.S. degree or equivalent.
5+ years of relevant work experience; experience in tax, accounting, and/or operations.
Experience with Form 1099.
Knowledge of tax information reporting and withholding rules.
Strong analytical and communication skills.
Focus on process improvements.
Basic knowledge of SQL or Alteryx.
Experience with tax reporting tools.
Outstanding detail-orientation and process-orientation skills.
Collaborative and positive orientation.
Willingness to pivot and learn.

Perform reconciliation and quality assurance testing on tax forms prior to distribution and transmission to the IRS (e.g., 1099-DA, 1099-B, 1099-MISC, 1042-S).
Execute various exception reports covering areas such as reporting, withholding and cost basis, while implementing internal policies and procedures.
Work closely with the product, and onboarding teams on business requirements and data alignment.
Assist our customer experience and account operations teams handle tax related inquiries and resolve reporting and withholding issues, including areas such as withholding, cost basis, and crypto tax reporting.
Identify and oversee improvements to information reporting processes and procedures.
Heavy cross functional departmental coordination with many departments- product, data analytics, onboarding, customer service, communications, marketing teams.