Tax Data Analyst

Jackson Hewitt - Lewisville, TX

Full-time - Entry Level

Lewisville, TX

Professional, Scientific, and Technical Services

About the position

We are seeking a detail-oriented and analytical Tax Data Analyst to join our dynamic finance team. The successful candidate will play a crucial role in ensuring the accuracy and integrity of our 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. In this role, you will gather and compile relevant financial data from various sources, including client forms, internal systems, financial statements, and third-party reports. You will ensure the completeness and accuracy of tax-related information, conduct thorough analysis of financial data to identify trends, anomalies, and potential tax implications. Additionally, you will assist in the preparation of tax returns by providing accurate and well-organized data, collaborating with tax professionals to ensure compliance with local, state, and federal tax laws. Quality assurance is a key aspect of this position, as you will perform regular audits and reviews of tax data to maintain data accuracy and integrity. You will implement and maintain data quality controls to minimize errors and discrepancies. Furthermore, you will generate comprehensive reports summarizing tax-related data analysis for internal stakeholders and communicate findings and insights in a clear and understandable manner. You will also identify opportunities for process improvement in tax data management and implement efficient solutions while staying informed about changes in tax regulations and adjusting data processes accordingly.

Responsibilities

• 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.
• Conduct thorough analysis of financial data to identify trends, anomalies, and potential tax implications.
• 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.
• 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.
• Generate comprehensive reports summarizing tax-related data analysis for internal stakeholders.
• Communicate findings and insights in a clear and understandable manner.
• 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.

Requirements

• 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.

Nice-to-haves

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

Benefits

• Hourly pay + competitive bonus program
• Flexible Schedule Options
• Health & 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