Tax Analyst

Veterans Sourcing Group; Town of Texas (WI); On-site; USD 52,000 - 64,000; Full time

Job summary

Veterans Sourcing Group is seeking a Data Analyst for a 6-month engagement in the Tax group. The role focuses on analyzing, reviewing, and validating complex tax data and processing it into client systems.

Candidates should show strong attention to detail and the ability to work under pressure while meeting deadlines and escalating issues as needed. The position requires familiarity with tax data formats (W-9/W-8 series) and SQL/data queries, with experience in Microsoft desktop applications and

Qualifications

• Experience analyzing and validating tax data (W-9, W-8 series) and preparing data for client systems.
• Ability to use SQL or data querying tools to extract and verify data.
• Strong attention to detail and ability to work under pressure to meet deadlines.

Responsibilities

• Analyze, review and validate moderate to complex tax data.
• Process data for customer tax profiles on client systems.
• Verify data modifications are fed to multiple systems and update tracking mechanisms.
• Learn and use multiple databases and systems quickly.
• Perform User Acceptance Testing as needed.
• Demonstrate client focus and relationship-building across business lines.

Skills

Data entry

User testing

Microsoft Desktop applications

SQL/data queries

Problem solving & analytical thinking

Job description

Job Description

A global financial services company is seeking a Data Analyst in their Tax group for their office in San Antonio, TX.

Duration: 6 months

Location: San Antonio, TX

• Analyze, review and validate moderate to complex tax data (W9 and W8-BEN, W8-BEN-E, W8-IMY, W8-EXP and W8-ECI)
• Accurately process data for customer’s tax profiles on various client systems including account level systems
• Verify that modifications in data are fed to various systems
• Update tracking mechanisms to ensure data capture
• Learn and use multiple, complex databases and systems in a relatively short timeframe
• Perform User Acceptance Testing in systems as needed
• Strong client focus and relationship-building skills across lines of business and levels
• Demonstrated attention to detail
• Ability to multi-task and meet deadlines in high-pressure environment
• Ability to make independent ‘client‑centric’ and judgment decisions
• Recognize and appropriately escal…
• Capable of working under pressure and meeting tight deadlines

SKILLS:

• Data entry
• User testing
• Microsoft Desktop applications
• SQL/data queries
• Problem solving & analytical thinking