Tax Data Analyst

Job Summary

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.

Key Responsibilities

• Data Collection and Compilation:
  • Gather and compile relevant financial data from various sources, including client forms, internal systems, financial statements, and third‑party reports.
  • Ensure the completeness and accuracy of tax‑related information.
• Data Analysis and Interpretation:
  • Conduct thorough analysis of financial data to identify trends, anomalies, and potential tax implications.
• Tax Compliance:
  • Assist in the preparation of tax returns by providing accurate and well‑organized data.
  • Collaborate with tax professionals to ensure compliance with local, state, and federal tax laws.
• Quality Assurance:
  • Perform regular audits and reviews of tax data to maintain data accuracy and integrity.
  • Implement and maintain data quality controls to minimize errors and discrepancies.
• Reporting:
  • Generate comprehensive reports summarizing tax‑related data analysis for internal stakeholders.
  • Communicate findings and insights in a clear and understandable manner.
• Process Improvement:
  • Identify opportunities for process improvement in tax data management and implement efficient solutions.
  • Stay informed about changes in tax regulations and adjust data processes accordingly.

Qualifications

• Obtain IRS PTIN
• Pass background check
• Proven experience in data analysis, preferably in a tax or finance‑related role.
• Proficiency in Microsoft tools and ability to learn new software (e.g., Excel, SQL).
• Excellent attention to detail and organizational skills.
• Strong communication and collaboration skills.
• Ability to work under tight deadlines and manage multiple tasks simultaneously.
• Willingness to serve people

Preferred Qualifications

• Professional certification such as CPA or CMA.
• Familiarity with tax software and ERP systems.
• Bachelor’s degree in Accounting, Finance, or a related field.

Benefits

• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Employee discounts
• Flexible schedule
• Opportunity for advancement
• Training & development
• Wellness resources

Perks

• Hourly pay + competitive bonus program
• Flexible Schedule Options
• Health & wellness benefits
• 401K and other perks
• Corporate discount program
• Free tax preparation training and PTIN registration
• Free continuing tax education
• Enrolled Agent materials and testing reimbursement

Compensation: $16.00 – $18.00 per hour

3 month seasonal role with opportunity to go full time

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