Tax Operations Processor

9 Minutes ago • 3-5 Years • Taxation

Job Summary

Job Description

SS&C | Innovest is seeking a Tax Operations Processor for its Unique Asset Managed Services Team in Fort Worth, TX. This full-time, onsite role focuses on daily operations and deadlines, including processing revenue, expense, and property tax payments, client/vendor communications, and assisting with special project research. The position requires strong organizational, communication, and problem-solving skills, along with experience in data entry and Microsoft Office products. It's a fast-paced, deadline-driven environment with potential for overtime and weekend work.
Must have:
  • Processing of revenue, expense and property tax payments
  • Client and vendor communications via email, telephone or letter
  • Assist with special project research for accounting, real estate, minerals
  • Scanning and indexing data into shared system files
  • Electronic File preparation and maintenance
  • Reconciliations
  • Knowledge of real estate, minerals, loans, trust industry, oil & gas and property taxes
  • Ability to work with people to build high morale and commitments to team goals
  • Ability to take action in solving problems
  • Ability to maintain client focus and a problem-solving attitude
  • Strong interpersonal and communication skills
  • Strong organizational and prioritization skills
  • Experience with PC, Windows-based operating environments
  • Ability to analyze and interpret the needs of customers
  • Ability to communicate effectively, both orally and in writing
  • Ability to develop, maintain and follow recordkeeping systems and procedures
  • High School diploma
  • 3-5 years’ experience in data entry
  • Microsoft Products knowledge: Outlook, Word, Excel
  • Accurate and rapid 10 key processing
  • 50 words per minute typing
Good to have:
  • College degree preferred
Perks:
  • Hybrid Work Model
  • Business Casual Dress Code, including jeans
  • 401k Matching Program
  • Professional Development Reimbursement
  • Flexible Personal/Vacation Time Off
  • Sick Leave
  • Paid Holidays
  • Medical, Dental, Vision
  • Employee Assistance Program
  • Parental Leave
  • Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
  • Hands-On, Team-Customized Training, including SS&C University
  • Discounts on fitness clubs, travel and more!

Job Details

Get To Know Us:

SS&C Technologies is the world’s largest independent hedge fund and private equity administrator, as well as the largest mutual fund transfer agency. SS&C’s unique business model combines end-to-end expertise across financial services operations with proprietary software and solutions to service even the most demanding customers in the financial services and healthcare industries.

SS&C | Innovest, a leading provider of Unique Asset Managed Services, is looking for a candidate to join its Unique Asset Managed Services Team. The focus of this position will be centered on fulfilling daily operations and deadlines. This is good opportunity to join a highly productive team in our fast-paced, deadline driven environment. This is a full-time position with some requirement for overtime and weekend work during certain times of the year.

Why You Will Love It Here!

  • Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
  • Your Future: 401k Matching Program, Professional Development Reimbursement
  • Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
  • Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
  • Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
  • Training: Hands-On, Team-Customized, including SS&C University
  • Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:

  • Processing of revenue, expense and property tax payments
  • Client and vendor communications via email, telephone or letter
  • Assist with special project research for accounting, real estate, minerals
  • Scanning and indexing data into shared system files for accurate and efficient records storage
  • Electronic File preparation and maintenance
  • Reconciliations
  • May be required to perform other miscellaneous duties as needed
  • This is an essential staff position and may require working in the office 5 days per week at certain times of the year

What You Will Bring:

  • Knowledge of real estate, minerals, loans, trust industry, oil & gas and property taxes
  • Ability to work with people to build high morale and commitments to team goals, display positive attitude and willingness to assist where needed
  • Ability to take action in solving problems while exhibiting judgment and realistic understanding of issues
  • Ability to maintain client focus and a problem-solving attitude while dealing with deadline driven, critical client needs
  • Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse community
  • Strong organizational and prioritization skills
  • Experience with PC, Windows-based operating environments
  • Ability to analyze and interpret the needs of customers and offer appropriate solutions
  • Ability to communicate effectively, both orally and in writing
  • Ability to develop, maintain and follow recordkeeping systems and procedures
  • High School diploma, college degree preferred
  • 3-5 years’ experience in data entry
  • Microsoft Products knowledge required: Outlook, Word, Excel
  • Accurate and rapid 10 key processing and 50 words per minute typing

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About The Company

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

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