Tax Information Coordinator

Job Description

Information Reporting - Primary point person surrounding the Convey Compliance, Inc. software used for information reporting.

Job Title:

Tax Information Coordinator

Location:

Houston, TX 77019
Duration: 6+ months

• Responsible for importing a large volume of tax files into compliance software annually – various 1099 forms, 5498, W2G, and 1042‑S.
• Issue approx. 500,000+ tax forms annually (10 legal entities – approx. $60 million withholding tax).
• IRS penalty exposure associated with this task = $25 million+.
• E‑File to the IRS 40+ original and corrected files annually.
• Support 300‑400 Convey software users throughout the year – including giving access, password resets, training, and troubleshooting software problems.
• Coordinate 972‑CG and CP2100 W9 solicitations between internal users and vendor.
• Work with vendor to troubleshoot software issues and act as liaison between vendor and internal users to communicate any software changes during the year.
• Work with programmers and internal users throughout the year doing file testing, new program changes, new implementations, or updates to existing tax files. Interact frequently with business areas for review and sign‑off.
• Provide year‑end withholding report summaries to other tax department employees for preparation of their periodic reconciliations on a state and federal basis.
• Communicate to internal users any legal and compliance changes that may affect the current reporting process, including changes to federal and state withholding rates.
• Coordinate distribution of IRS 1099 backup withholding notices among affected business units.
• Periodic SAP to Taxport 1099 reconciliations to the ledger.

• Work with outside software vendors to stay current on software changes and implement necessary software updates/changes.
• Prepare annual state transmission files as needed.
• Prepare periodic state withholding deposits and file periodic withholding returns and annual reconciliations as needed.
• Prepare federal withholding deposits and federal forms 945, 941 and 1042 as needed.
• Other duties as assigned.

• Bachelor's Degree in Accounting, Business or related field.
• CPA candidate preferred or looking to sit for the CPA exam.
• Excellent organizational skills a must.
• Previous information reporting experience.
• Excellent verbal and written communication skills needed with an emphasis in the customer service area.
• Preferred candidate has experience working for a large corporate employer with numerous locations.
• Previous experience working within a team environment in order to meet filing deadlines and requirements necessary.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.