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 team’s success.

Job responsibilities

Collaborate with cross-functional teams to integrate data analytics, automation, and visualization into tax operationsProvide data-driven insights to support tax planning, optimization initiatives, and regulatory complianceDevelop and maintain dashboards and reports using Tableau to monitor KPIs and operational metricsOversee daily reporting activities and manage relationships with product, technology, and corporate tax advisory teamsIdentify opportunities for process improvements and automation to enhance tax reporting and complianceUtilize intelligent automation tools such as Alteryx to streamline data workflows and improve efficiencyCommunicate complex data findings and recommendations to senior management and stakeholdersEstablish and enforce data governance policies and procedures to ensure data integrity, accuracy, and securityImplement data quality controls and perform regular audits to maintain high standards of data qualitySupport the implementation of new analytics and automation initiativesContribute to a culture of innovation, accuracy, and continuous improvement

 

Required qualifications, capabilities, and skills

Bachelor’s degree in Data Science, Statistics, Finance, Accounting, or a related field; advanced degree preferredProficiency in data analysis tools and programming languages such as SQL, Python, R, and TableauExperience with intelligent automation tools such as AlteryxHigh level client service and communication skillsExcellent analytical, problem-solving, and critical-thinking skillsFamiliarity with internal custody systems and custody product knowledge is a plusExperience working in a professional services or financial services firmAbility to manage multiple tasks and prioritize effectivelyCommitment to data integrity and operational excellenceSelf-motivated and able to work in a fast-paced environmentAbility to communicate complex concepts clearly to stakeholders

 

Preferred qualifications, capabilities, and skills

Experience with machine learning and advanced analytics techniquesKnowledge of financial systems and productsKnowledge of withholding and information reportingInnovative mindset, driven to continuously improve processesRobust knowledge of tax regulations and compliance requirementsAdvanced proficiency in data visualization and automation toolsDemonstrated commitment to diversity, equity, and inclusion

This position is not eligible for H1B or Sponsorship