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Jackson Hewitt - 2861

Tax Data Analyst Job at Jackson Hewitt - 2861 in Santa Fe

Jackson Hewitt - 2861, Santa Fe, NM, US


Job Description

Job Description
Benefits:
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Company parties
  • Employee discounts
  • Flexible schedule
  • Opportunity for advancement
  • Training & development
  • Wellness resources


Job Summary:

We are seeking a detail-oriented and analytical Data Analyst to join our dynamic tax team. The successful candidate will play a crucial role in ensuring the accuracy and integrity of tax-related data. The Data Analyst will be responsible for collecting, organizing, and analyzing tax and financial data to support tax preparation and compliance, reporting, and strategic decision-making.


Key Responsibilities:


  1. Data Collection and Compilation:
    • Gather and compile relevant financial data from various sources, including client forms, internal systems, financial statements, and third-party reports.
    • Ensure the completeness and accuracy of tax-related information.
  2. Data Analysis and Interpretation:
    • Conduct thorough analysis of financial data to identify trends, anomalies, and potential tax implications.
  3. Tax Compliance:
    • Assist in the preparation of tax returns by providing accurate and well-organized data.
    • Collaborate with tax professionals to ensure compliance with local, state, and federal tax laws.
  4. Quality Assurance:
    • Perform regular audits and reviews of tax data to maintain data accuracy and integrity.
    • Implement and maintain data quality controls to minimize errors and discrepancies.
  5. Reporting:
    • Generate comprehensive reports summarizing tax-related data analysis for internal stakeholders.
    • Communicate findings and insights in a clear and understandable manner.
  6. Process Improvement:
    • Identify opportunities for process improvement in tax data management and implement efficient solutions.
    • Stay informed about changes in tax regulations and adjust data processes accordingly.

Qualifications:


  • Obtain IRS PTIN
  • Pass Background check
  • Proven experience in data analysis, preferably in a tax or finance-related role.
  • Proficiency in Microsoft tools and learning new software (e.g., Excel, SQL).
  • Excellent attention to detail and organizational skills.
  • Strong communication and collaboration skills.
  • Ability to work under tight deadlines and manage multiple tasks simultaneously.
  • Willingness to serve people

Preferred Qualifications:


  • Professional certification such as CPA or CMA.
  • Familiarity with tax software and ERP systems.
  • Bachelor's degree in Accounting, Finance, or a related field.

If you are a highly motivated individual with a passion for data analysis, we encourage you to apply for this rewarding position. Join our team and contribute to the success of our finance department.

3 month seasonal role with opportunity to go full time

Perks:
  • Hourly pay + competitive bonus program
  • Flexible Schedule Options
  • Heath & wellness benefits
  • 401K and other perks
  • Corporate discount program
  • Free tax preparation training and PTIN registration
  • Free continuing tax education
  • Enrolled Agent materials and testing reimbursement