Client Tax Operations Strategic Analyst
Client Tax Operations Strategic Analyst
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Job Description
Are you passionate about leveraging data and automation to drive operational excellence As a Data Analyst in Client Tax Operations you will play a pivotal role in transforming tax reporting and withholding processes. You will collaborate with cross-functional teams utilize advanced analytics and automation tools and help ensure compliance with tax regulations. This role offers opportunities for professional growth exposure to innovative technologies and the chance to make a meaningful impact. Join us and be part of a team that values accuracy innovation and continuous improvement.
As a Client Tax Operations Strategic Analyst within the Information Reporting Client Tax Operations team you will automate and optimize reporting and withholding processes using tools such as Alteryx Python and Tableau. You will collaborate with product technology and corporate tax advisory teams to integrate analytics and automation into daily operations. Your expertise will support tax planning compliance and process improvement initiatives. You will develop and maintain dashboards to monitor key performance indicators and ensure data quality and integrity. Your ability to communicate complex findings and drive innovation will be essential to the teams success.
Job responsibilities
- Collaborate with cross-functional teams to integrate data analytics automation and visualization into tax operations
- Provide data-driven insights to support tax planning optimization initiatives and regulatory compliance
- Develop and maintain dashboards and reports using Tableau to monitor KPIs and operational metrics
- Oversee 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 improve efficiency
- Communicate complex data findings and recommendations to senior management and stakeholders
- 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
- Support the implementation of new analytics and automation initiatives
- Contribute to a culture of innovation accuracy and continuous improvement
Required qualifications capabilities and skills
- Bachelors degree in Data Science Statistics Finance Accounting or a related field; advanced degree preferred
- Proficiency in data analysis tools and programming languages such as SQL Python R and Tableau
- Experience with intelligent automation tools such as Alteryx
- High level client service and communication skills
- Excellent analytical problem-solving and critical-thinking skills
- Familiarity with internal custody systems and custody product knowledge is a plus
- Experience working in a professional services or financial services firm
- Ability to manage multiple tasks and prioritize effectively
- Commitment to data integrity and operational excellence
- Self-motivated and able to work in a fast-paced environment
- Ability to communicate complex concepts clearly to stakeholders
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
- Robust knowledge of tax regulations and compliance requirements
- Advanced proficiency in data visualization and automation tools
- Demonstrated commitment to diversity equity and inclusion
This position is not eligible for H1B or Sponsorship
Required Experience:
IC
Employment Type
Full-Time
