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:

1. 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.
2. Data Analysis and Interpretation:
   • Conduct thorough analysis of financial data to identify trends, anomalies, and potential tax implications.
3. 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.
4. 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.
5. Reporting:
   • Generate comprehensive reports summarizing tax-related data analysis for internal stakeholders.
   • Communicate findings and insights in a clear and understandable manner.
6. 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