Tax Data Analyst

<div class="benefits"> <div><strong>Benefits:</strong></div> <ul> <li>401(k)</li> <li>401(k) matching</li> <li>Bonus based on performance</li> <li>Company parties</li> <li>Employee discounts</li> <li>Flexible schedule</li> <li>Opportunity for advancement</li> <li>Training & development</li> <li>Wellness resources</li> </ul> </div> <div class="trix-content"> <div> <strong><br>Job Summary:</strong><br>We are seeking a detail-oriented and analytical Data Analyst to join our dynamic tax team. The successful candidate will play a crucial role in ensuring the accuracy and integrity of tax-related data. The Data Analyst will be responsible for collecting, organizing, and analyzing tax and financial data to support tax preparation and compliance, reporting, and strategic decision-making.<br><br> </div><div> <strong><br>Key Responsibilities:<br></strong><br> </div><ol> <li> <strong>Data Collection and Compilation:</strong><ul> <li>Gather and compile relevant financial data from various sources, including client forms, internal systems, financial statements, and third-party reports.</li> <li>Ensure the completeness and accuracy of tax-related information.</li> </ul> </li> <li> <strong>Data Analysis and Interpretation:</strong><ul><li>Conduct thorough analysis of financial data to identify trends, anomalies, and potential tax implications.</li></ul> </li> <li> <strong>Tax Compliance:</strong><ul> <li>Assist in the preparation of tax returns by providing accurate and well-organized data.</li> <li>Collaborate with tax professionals to ensure compliance with local, state, and federal tax laws.</li> </ul> </li> <li> <strong>Quality Assurance:</strong><ul> <li>Perform regular audits and reviews of tax data to maintain data accuracy and integrity.</li> <li>Implement and maintain data quality controls to minimize errors and discrepancies.</li> </ul> </li> <li> <strong>Reporting:</strong><ul> <li>Generate comprehensive reports summarizing tax-related data analysis for internal stakeholders.</li> <li>Communicate findings and insights in a clear and understandable manner.</li> </ul> </li> <li> <strong>Process Improvement:</strong><ul> <li>Identify opportunities for process improvement in tax data management and implement efficient solutions.</li> <li>Stay informed about changes in tax regulations and adjust data processes accordingly.</li> </ul> </li> </ol><div> <strong><br>Qualifications:<br></strong><br> </div><ul> <li>Obtain IRS PTIN</li> <li>Pass Background check </li> <li>Proven experience in data analysis, preferably in a tax or finance-related role.</li> <li>Proficiency in Microsoft tools and learning new software (e.g., Excel, SQL).</li> <li>Excellent attention to detail and organizational skills.</li> <li>Strong communication and collaboration skills.</li> <li>Ability to work under tight deadlines and manage multiple tasks simultaneously.</li> <li>Willingness to serve people  </li> </ul><div> <strong><br>Preferred Qualifications:<br></strong><br> </div><ul> <li>Professional certification such as CPA or CMA.</li> <li>Familiarity with tax software and ERP systems.</li> <li>Bachelor's degree in Accounting, Finance, or a related field.</li> </ul><div> <strong><br></strong>If you are a highly motivated individual with a passion for data analysis, we encourage you to apply for this rewarding position. Join our team and contribute to the success of our finance department.</div><div> <br>3 month seasonal role with opportunity to go full time<br><br><br>P<strong>erks:</strong> </div><ul> <li>Hourly pay + competitive bonus program </li> <li>Flexible Schedule Options</li> <li>Heath & wellness benefits </li> <li>401K and other perks</li> <li>Corporate discount program </li> <li>Free tax preparation training and PTIN registration </li> <li>Free continuing tax education</li> <li>Enrolled Agent materials and testing reimbursement</li> </ul> </div>