Tax Operations Manager

Overview

This role involves leading the execution and optimization of tax operations to ensure accurate, timely, and compliant tax reporting and withholding. The Tax Operations Manager oversees Forms 1099, 1042-S, and 8288 reporting, transaction-based withholding, and tax obligations related to mergers and acquisitions (M&A). The position requires close collaboration with Payments, Relationship, and Releases teams as well as external advisors to manage withholding, reporting, reconciliations, and audits while mitigating regulatory and financial risk.

Responsibilities

• Lead and manage the Tax Operations team, providing coaching, performance management, and development.
• Oversee day-to-day tax operations including withholding, reconciliation, and reporting for Forms 1042-S, 8288 and 8288-A, and 1099.
• Manage tax responsibilities related to mergers, acquisitions, and transaction-based payments, including shareholder tax form validation and deal review support.
• Partner cross-functionally with internal teams and 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 updates.
• Oversee tax reconciliations, filings, audit support, and responses to regulatory inquiries.
• Drive operational efficiency and scalability through process improvement, standardization, and technology enablement.
• Prepare, send, and file customer tax documents such as 1099s, 1042-S forms, and 8288 forms within IRS timelines.
• 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.

Requirements

• 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.
• 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 is a plus.

Preferred Characteristics

• Self-motivated and intellectually curious.
• Collaborative and a critical thinker.
• Amiable with high integrity and attention to detail.
• Ability to prioritize and multitask across many projects.

Compensation & Benefits

• Salary range: $105,000 to $120,000, depending on experience.
• Day-one medical, dental, and vision coverage.
• 401(k) plan with a 4% company match.
• Discretionary time off.
• Employer-paid life insurance with options for additional coverage.
• Employee Assistance Programs.
• Discounted pet insurance.
• Fitness credit for health and wellness.
• Pre-tax plans for dependent care, transportation, and flexible spending.

Location

This position is either hybrid based in Denver, CO, or fully remote within the Continental United States. Remote employees may need to travel to the Denver office up to three times per year.

Additional Information

• Flexible and occasionally non-traditional work hours may be required.
• Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship.
• This job description is not exhaustive and duties may change or be assigned as needed.