Tax Reporting Analyst

Overview

Location:
Louisville, KY (Hybrid)
In this position, you’ll be based in the Louisville, KY office for a minimum of three days a week, with the flexibility to work from home for some of your working week. Find out more about our culture of flexible working.

The Tax Reporting role is responsible for ensuring that data is provided to recipients and regulatory agencies in compliance with IRS and state specifications and information reporting regulations. Performs the daily balancing of income payment reports and updates to the financial activity screens to ensure accurate tax reporting at year end. Reconciles annual tax reports to financial YTD activity screens to ensure that all reportable tax information has been captured and will be reported to shareholders and regulatory agencies appropriately.

Processes tax certification for IRS and other foreign tax agencies. Reviews and maintains an understanding of the Internal Revenue Service specifications.

• Year-end tax form production.
• Daily balancing in preparation for yearend reporting.
• Tax certification processing.
• Various workflow queues and assistance on tax compliance items.

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.

• High school diploma or general education degree (GED).
• Preferably 2 years of higher education and 2 years Transfer Agent knowledge and experience.
• Good understanding of the IRS reporting requirements.
• An understanding of IRS/State Agency guidelines and deadlines for year-end reporting.
• Computer skills, specifically Excel.
• Must be able to communicate written and verbally with others via email and or conference calls.

• 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. Our handbook will help you find out more about our rewards and life at Computershare, visit

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.

Fairness and culture
We re dedicated to providing you with the opportunity to succeed on your own merits, starting from the application process and continuing throughout your career with us. Our goal is to create an environment where everyone feels valued, to remove barriers and obstacles and ensure equal opportunities for all. For support with accommodations or adjustments during our recruitment process please visit  for further information.