Customer Facing Data Analyst

Benefits:

• Opportunity for advancement

• 401(k)

• 401(k) matching

• Company parties

• Flexible schedule

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:

• 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:

• 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.

• 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 learning 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.

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.

3 month seasonal role with opportunity to go full time

Perks:

• Hourly pay + competitive bonus program 

• Flexible Schedule Options

• Heath & 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