Tax Data Analyst Level III

HireTalent; Charlotte (NC); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading company is seeking a Tax Data Analyst Level III in Charlotte, NC, for a 4-month contract. The role involves collecting and analyzing financial data to ensure tax compliance, preparing tax returns, and assisting with quality assurance. Candidates should possess strong analytical skills, advanced proficiency in Excel, and a Bachelor's degree in Finance or Accounting, with 3-5 years of relevant experience.

Qualifications

• 3-5 years of experience in a tax analyst role with a focus on compliance and data reconciliation.
• Relevant experience in data analysis, preferably in a tax or finance-related role.

Responsibilities

• Gathering financial data for tax purposes from various sources.
• Conducting in-depth analysis of financial data to identify trends and implications.
• Assisting in preparation of tax returns and ensuring compliance.
• Performing audits and reviews of tax data to maintain accuracy.
• Generating comprehensive reports summarizing tax-related data analysis.

Skills

Attention to detail

Organizational skills

Communication

Collaboration

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

Microsoft Excel

Alteryx

Vertex tax software

SAP

Job description

Job Title: Tax Data Analyst Level III
Job Location: Charlotte, NC
Job Duration: 4 months of Contract on W2

Job Summary:
A Tax Data Analyst plays a crucial role in ensuring the accuracy and integrity of tax-related data within an organization.
This involves collecting, organizing, and analyzing financial and tax data to support tax preparation, compliance, reporting, and strategic decision-making.
They are instrumental in helping companies comply with tax laws and regulations, while also looking for opportunities to minimize tax liabilities.

Key Responsibilities:
• Data Collection and Compilation: Gathering relevant financial data from various sources like client forms, internal systems, financial statements, and third-party reports. Ensuring the completeness and accuracy of this information for tax purposes.
• Data Analysis and Interpretation: Conducting in-depth analysis of financial data to identify trends, anomalies, and potential tax implications. This involves using analytical skills to assess balance sheets and tax forms to ensure compliance with tax laws.
• Tax Compliance: Assisting in the preparation of tax returns by providing accurate and well-organized data. Collaborating with tax professionals to ensure adherence to local, state, and federal tax laws.
• Quality Assurance: Performing regular audits and reviews of tax data to maintain accuracy and integrity. Implementing data quality controls to minimize errors and discrepancies.
• Reporting: Generating comprehensive reports summarizing tax-related data analysis for internal stakeholders and communicating findings and insights.
• Process Improvement: Identifying opportunities for process improvement in tax data management and implementing efficient solutions. Staying informed about changes in tax regulations and adjusting data processes accordingly.
• Technical Skills: Proficiency in Microsoft Excel and Alteryx, required. Familiarity with Vertex tax software and SAP is desired. Advanced Excel skills for data analysis and reporting are highly valued, as is experience with ERP systems like SAP.
• Soft Skills: Excellent attention to detail, organizational skills, and strong communication and collaboration skills are essential for the role. The ability to work under tight deadlines and manage multiple tasks simultaneously is also crucial.

Qualifications:
• A Bachelor's degree in Accounting, Finance, or a related field is typically required.
• 3-5 years of experience in a tax analyst role with a focus on compliance and data reconciliation
• Relevant experience in data analysis, preferably in a tax or finance-related role, is expected.