Associate, Operations

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.

Broadridge is hiring! We currently have an opening for an Operations Associate to join our Tax Services team. This is an exciting and dynamic opportunity for you to join our growing team!

We are made up of high-performing teams that meet in person to learn and collaborate as needed. This role is considered hybrid, which means you’ll be assigned to a Broadridge office and given the flexibility to work remotely.

Responsibilities:

• Perform daily reconciliation of tax withholding between various systems and multiple accounts
• Complete tax withholding payments to states and IRS Process tax correction and creation requests in various internal and third-party systems
• Process stop payment and reissues on distribution checks
• Perform monthly, quarterly and annual tax withholding filing with states/ IRS
• Handle escalated items and projects given by management.
• Quality Control, consistently double checking any tasks that are processed by the team.
• Balance tax withholding annually between various systems to ensure accurate and timely annual filing Train new employees and coordinate cross training for team members.

Qualifications:

• Requires a High School education or equivalent with advanced business/technical school or college training preferred, and/or a minimum of two to three (2-3) years applicable experience.
• Minimum of one year of Trust operations experience is preferred.
• Extensive use of PC and software applications is required.
• Knowledge of basic business processes and computer applications (Trust systems, Microsoft Excel, Word and Outlook).
• Strong written and verbal communication and customer service skills.
• Strong analytical and problem-solving abilities.
• Extremely adaptive to changes
• Must have the ability to prioritize work to meet daily workloads and deadlines.
• Basic knowledge of trust business and its particular accounting and tax reporting requirements.
• Fundamental understanding of retirement plans, benefit payments and distribution processing.

Broadridge associates helped us envision our Connected Workplace, a work model that allows associates around the globe to take advantage of the benefits of both on-site and off-site work to support our clients, one another, and the communities where we live and work. Our Connected Workplace is grounded in the concept of FACS: Flexible, Accountable, Connected, and Supported, which is our commitment to our associates. FACS supports our strong culture and allows us to achieve business goals while supporting meaningful work-life integration for our associates.

We are dedicated to fostering a diverse, equitable, and inclusive environment and committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates can only do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates diversity in all its dimensions.

Disability Assistance

We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status and other protected characteristics protected by applicable federal, state, or local laws. US applicants: Click here to view the "EEO is the Law" poster. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation in the event you are unable or limited in your ability to use or access the Company's career webpage because of your disability. You may request a reasonable accommodation(s) by calling 888-237-7769 or by sending an email to BRcareers@broadridge.com.