Customer Facing Data Analyst

Tx-Roanoke-mid

Data AnalystData

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Quick Summary

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.

Requirements Summary

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).

Technical Tools

Data AnalystData

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: