Job Summary:
We are seeking a detail-oriented and analytical Data Analyst to join our dynamic finance team. The successful candidate will play a crucial role in ensuring the accuracy and integrity of our 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:
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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.
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Data Analysis and Interpretation:
- Conduct thorough analysis of financial data to identify trends, anomalies, and potential tax implications.
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Tax Compliance:
- Client Facing preparation of tax returns by providing accurate and well-organized data.
- Collaborate with other tax professionals to ensure compliance with local, state, and federal tax laws.
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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.
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Reporting:
- Generate comprehensive reports summarizing tax-related data analysis for internal stakeholders.
- Communicate findings and insights in a clear and understandable manner.
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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 learning new software (e.g., Excel, SQL).
- Excellent attention to detail and organizational skills.
- Strong communication and collaboration skills.
- Ability to