Data Analyst Information Reporting, Client Tax Associate

Description

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast-paced and challenging area? This unique opportunity will empower you to transform our operating environment while providing exposure to the breadth of services and products across the firm. Join our team and take your career to the next level!

As a Data Analyst – Information Reporting, Client Tax Associate within the Client Tax Operations team, you will utilize your expertise in intelligent automation to enhance information reporting support within Client Tax Operations. You will be instrumental in leading data-driven decision-making processes, ensuring adherence to tax regulations, and optimizing our tax operations through sophisticated data analytics. By leveraging intelligent automation tools such as Alteryx and Python, along with data visualization platforms like Tableau, you will enhance operational efficiency and strategic implementation. Your expertise will be vital in transforming and advancing our approach to tax management, driving innovation and excellence in compliance and reporting.

Job responsibilities

Collaborate with cross-functional teams to integrate data analytics, automation, and visualization into tax operations seamlessly

Provide data-driven insights to support tax planning, optimization initiatives, and regulatory compliance

Develop and maintain dashboards and reports using Tableau to monitor key performance indicators (KPIs) and operational metrics

Oversee the execution of daily reporting activities and manage relationships with product, technology, and corporate tax advisory teams.

Identify opportunities for process improvements and automation to enhance tax reporting and compliance

Utilize intelligent automation tools such as Alteryx to streamline data workflows and enhance data processing efficiency

Communicate complex data findings and recommendations to senior management and stakeholders in a clear and concise manner

Establish and enforce data governance policies and procedures to ensure data integrity, accuracy, and security

Implement data quality controls and perform regular audits to maintain high standards of data quality

Required qualifications, capabilities, and skills

Bachelor's degree in Data Science, Statistics, Finance, Accounting, or a related field. Advanced degree (Master's or Ph.D.) preferred

Proficiency in data analysis tools and programming languages such as SQL, Python, R, and data visualization tools like Tableau

Experience with intelligent automation tools such as Alteryx

Advanced client service and communication skills

Excellent analytical, problem-solving, and critical-thinking skills

Experience working in a professional services firm or financial services firm

Preferred qualifications, capabilities, and skills

Experience with machine learning and advanced analytics techniques

Knowledge of financial systems and products

Knowledge of withholding and information reporting

Innovative mindset, driven to continuously improve processes

High-level knowledge of tax regulations and compliance requirements

Familiarity with internal custody systems and custody product knowledge is a plus

Optional additional information:

This position is not eligible for H1B or Sponsorship