Trusts and Estates Tax Data Analyst

Join a results-driven collaborative data team embracing automation and AI to take our workand your careerto the next level. As aTax Data Analystsupporting fiduciary income tax return preparation and filing you will strengthen control and reduce risk through rigorous data analysis review reconciliation and validation. You will partner closely with internal stakeholders and our tax vendor to improve data quality and drive faster more accurate outcomes. This role offers meaningful exposure to tax operations strong mentorship and clear opportunities to grow your scope over time.

As aTax Data Analystwithin theTrusts & Estates Tax Operationsteam you will support the preparation and filing of fiduciary income tax returns by performing data analysis review reconciliation and validation in partnership with our tax vendor. Youll help improve data quality and strengthen controls to reduce operational risk and enable accurate timely filings. You will work on a collaborative detail-oriented team that values continuous improvement and thoughtful problem-solving. You will contribute to process enhancements and automation to increase efficiency and scalability. Youll also build practical skills in tools such asAlteryx Tableau and Python with opportunities to grow your scope over time.

Job Responsibilities

• Review reconcile and validate data to ensure integrity and support accurate tax processing and reporting
• Identify automation opportunities and recommend enhancements that improve efficiency and reduce risk
• Support process-improvement projects including documentation testing and implementation activities
• Develop and maintain documentation for automation requirements implementation testing and written procedures
• Produce and maintain recurring metrics and performance reporting (e.g. volume timeliness and quality) including dashboard updates and stakeholder-ready summaries
• Support ad hoc data requests to assist team members

Required qualifications capabilities and skills

• Bachelors degree (Accounting Finance or related field)
• Proficiency with Microsoft applications including Word Excel PowerPoint and Teams
• Strong critical thinking and data curiosity with an automation mindset
• Highly detail-oriented with strong research skills and a commitment to quality
• Excellent communication and interpersonal skills with the ability to clearly escalate and explain data issues to partners
• Ability to act with urgency and sound judgment to meet time-sensitive tax deadlines
• Flexibility to work extended hours as needed for key tax deadlines

Preferred qualifications capabilities and skills

• Two or more years of relevant experience in operations data analysis or tax-related support roles
• Experience withAlteryx Tableau and/or Python for reporting or automation