Tax Specialist

The Role:

The Tax Specialist will report to the Cash Control and Revenue Manager. This role will be responsible for facilitating all processes associated with IRS tax reporting, including federal and state tax withholding payments, filings, and reconciliation. Forge is looking for an individual with a passion for building and maintaining repeatable processes while being extremely detail-oriented with a strong commitment to quality. The ideal candidate would have a fundamental understanding of retirement plans and tax processing with a strong desire to continue to learn and grow as an expert in this area, as well as be willing to support other cash-management related functions as needed.

Responsibilities:

• Track and facilitate federal and state tax withholding payments per applicable schedule
• Complete tax filings timely and accurately based on the state requirements
• Research and monitor suitable federal and state tax regulations to maintain compliance
• Perform daily tax bank account reconciliation
• Monitor transaction and reporting activity daily
• Support other team members through training and answering questions
• Maintain thorough procedural documentation for all tax-related processes
• Identify procedural gaps/risks and suggest controls to mitigate losses and error
• Provide support for fee payment reconciliation and invoice processing
• Assist in other functions as assigned

Qualifications:

Required:

• Self-motivated
• Strong attention to detail
• Deadline-driven with accurate results
• 2+ years of financial services experience
• Proficient in Microsoft Office, particularly Excel
• Ability to use critical thinking with proven results
• Excellent verbal and written communication skills
• Must be able to sit and/or stand for long periods of time in an office or home office setting while working

Preferred:

• IRA/Retirement Plan knowledge
• Tax processing
• Research experience

For residents of San Francisco/Bay Area, CA the hourly rate for this role can be up to $30 DOE + bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

Forge implements a mandatory COVID-19 Vaccination Policy, which applies to all employees. All employees covered by this policy are required to be fully vaccinated as a term and condition of employment at Forge. Employees are considered fully vaccinated two weeks after completing primary vaccination with a COVID-19 vaccine, with, if applicable, at least the minimum recommended interval between doses. Employees must provide truthful and accurate information about their COVID-19 vaccination status, and, if applicable, their testing results as of the first date of their employment. 

Employees may request an exception from this mandatory vaccination policy if the vaccine is medically contraindicated for them or medical necessity requires a delay in vaccination. Employees also may be legally entitled to a reasonable accommodation if they cannot be vaccinated because of a disability, or if the provisions in this policy for vaccination conflict with a sincerely held religious belief, practice, or observance. All such requests will be handled in accordance with applicable laws and regulations.