Tax Data Analyst

Waterbury; Connecticut; On-site; USD 75,000 - 110,000; Full time

Job summary

Waterbury is seeking a Tax Data Analyst to support accurate tax reporting and business decision-making through disciplined data collection, validation, and analysis. This onsite Connecticut role involves working with tax-related financial and operational datasets to ensure compliance and help uncover trends, risks, and process opportunities.

The position emphasizes compiling data from multiple systems, producing reports, validating data quality, and collaborating across departments to support

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Analytics, Data Analytics, Economics, Information Systems, or a related field.
• 2–4 years of experience in tax analysis, financial analysis, accounting, data analytics, payroll, or a related field.
• Strong analytical and problem-solving skills.
• Advanced Microsoft Excel proficiency, including pivot tables, formulas, lookups, and data validation.
• Experience working with large and complex datasets.
• High attention to detail and a strong commitment to data accuracy.
• Ability to interpret financial and tax-related information and clearly communicate findings.

Responsibilities

• Collect, consolidate, and analyze tax-related data from financial, payroll, accounting, and operational systems.
• Produce recurring and ad hoc tax reports, schedules, reconciliations, and supporting data analyses.
• Validate tax data for accuracy, completeness, and compliance with applicable requirements.
• Detect discrepancies, anomalies, and data integrity issues, then collaborate with the appropriate departments to resolve them.
• Support federal, state, and local tax reporting and compliance activities.
• Help prepare documentation and supporting schedules used for internal and external tax audits.
• Analyze tax data to surface trends, variances, potential risks, and process improvement opportunities.
• Develop and maintain spreadsheets, dashboards, and reporting tools used for tax analysis and management reporting.
• Partner with Finance, Accounting, Payroll, HR, and other teams to research and resolve tax-related data questions.
• Maintain clear documentation of data sources, calculations, methodologies, and reporting processes.
• Assist with tax-related projects, system implementations, and process improvement initiatives.
• Monitor changes in tax requirements and help assess potential impacts to organizational processes and reporting.
• Maintain confidentiality of financial, payroll, employee, and other sensitive information.
• Perform other duties and special projects as assigned.

Skills

Analytical thinking

Problem solving

Attention to detail

Education

Bachelor's degree

Tools

Microsoft Excel

Job description

Waterbury is seeking a Tax Data Analyst to support accurate tax reporting and business decision-making through disciplined data collection, validation, and analysis. In this onsite Connecticut role, you will work with tax-related financial and operational datasets to ensure compliance and help uncover trends, risks, and process opportunities.

What You’ll Do

• Collect, consolidate, and analyze tax-related data from financial, payroll, accounting, and operational systems.
• Produce recurring and ad hoc tax reports, schedules, reconciliations, and supporting data analyses.
• Validate tax data for accuracy, completeness, and compliance with applicable requirements.
• Detect discrepancies, anomalies, and data integrity issues, then collaborate with the appropriate departments to resolve them.
• Support federal, state, and local tax reporting and compliance activities.
• Help prepare documentation and supporting schedules used for internal and external tax audits.
• Analyze tax data to surface trends, variances, potential risks, and process improvement opportunities.
• Develop and maintain spreadsheets, dashboards, and reporting tools used for tax analysis and management reporting.
• Partner with Finance, Accounting, Payroll, HR, and other teams to research and resolve tax-related data questions.
• Maintain clear documentation of data sources, calculations, methodologies, and reporting processes.
• Assist with tax-related projects, system implementations, and process improvement initiatives.
• Monitor changes in tax requirements and help assess potential impacts to organizational processes and reporting.
• Maintain confidentiality of financial, payroll, employee, and other sensitive information.
• Perform other duties and special projects as assigned.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Analytics, Data Analytics, Economics, Information Systems, or a related field.
• 2–4 years of experience in tax analysis, financial analysis, accounting, data analytics, payroll, or a related field.
• Strong analytical and problem-solving skills.
• Advanced Microsoft Excel proficiency, including pivot tables, formulas, lookups, and data validation.
• Experience working with large and complex datasets.
• High attention to detail and a strong commitment to data accuracy.
• Ability to interpret financial and tax-related information and clearly communicate findings.

Tools

• Microsoft Excel