Operations Supervisor | Tax Information Reporting | Memphis, Tn

Chartwell Investment Partners

Memphis, TN, US
Not specified; + compensation may include cash or ...
Hybrid
Lead tax reporting team
Ensure irs compliance
Drive process automation
This role leads a team within the 1099 Tax Reporting department, ensuring accurate and timely tax reporting while fostering a high-performing culture

Job Summary

  • This role leads a team within the 1099 Tax Reporting department, ensuring accurate and timely tax reporting while fostering a high-performing culture.
  • The position requires overseeing the preparation of tax documents and regulatory filings to ensure strict compliance with IRS and global tax regulations.
  • Employees benefit from a hybrid-friendly schedule with three days in the Memphis office per month, along with a comprehensive benefits package including retirement savings and paid time off.

Matching Summary

This role leads a team within the 1099 Tax Reporting department, ensuring accurate and timely tax reporting while fostering a high-performing culture.

Salary

Not specified; Additional compensation may include cash or equity; Discretionary bonuses or commissions possible

Skills & Requirements

Must-have

  • Lead tax reporting team
  • Ensure IRS compliance
  • Drive process automation
  • Manage regulatory filings
  • Develop performance objectives

Nice-to-have

  • Foster collaborative culture
  • Strategic planning skills
  • Change management experience
  • Data trend analysis
  • Client-first mindset

Key Requirements

  • High School Diploma required
  • Series 99 or equivalent FINRA registration
  • SIE exam required or obtainable within 120 days
  • 3-6 years general experience
  • 13 months to 3 years manager experience

Work Rights

Not specified

Tailored Resume

Cover Letter