The Role

The Tax Operations Analyst will be responsible for working with various areas within OSG Tax to identify and deliver improvements to existing processes and enhance the customer experience.  The Tax Operations Analyst will also assist the Tax Operations team on the various tasks needed to prepare and execute on Tax Season and the Tax Roadmap. The Tax Operations Analyst is responsible for supporting and innovating the 990-T form filing process, other tax operations daily tasks, and maintaining sustainable related procedural or training content.

The Skills and Expertise You Bring

• Bachelor of Science in Business or Finance or equivalent work experience
• Knowledge of tax filing requirements, particularly 990-T, and related calculations
• Data analytics and Access database experience
• Financial services, tax and/or operations experience preferred
• S99/SIE licensing required within 120 days of hire
• You have knowledge of the 990T process and calculations

• You have outstanding MS Excel, data analytics and problem-solving skills
• Your strong attention to detail and accuracy
• Your ability to innovate and execute on processes
• You can prioritize multiple tasks, consistently deliver business solutions, and work independently
• Execution of annual 990T Processing focusing on improved efficiency and an enhanced client experience.

• Creating client communication and procedural updates as needed
• Reducing service volumes through proactive communication

• Identifying opportunities to innovate through process documentation
• Engaging with business partners in the development of innovative solutions

• Effective time management enabling delivery of multiple complex initiatives