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