Tax Operations Manager

5+ years of progressive experience in tax operations, compliance, or related tax functions.

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.

High attention to detail with a strong focus on accuracy, compliance, and customer risk management.

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)

The Tax Operations Manager 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 Tax Operations Manager 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.

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.

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.