Are you looking for an exciting opportunity to join a dynamic and growing team in a fast-paced and challenging area? This unique opportunity will empower you to transform our operating environment while providing exposure to the breadth of services and products across the firm. Join our team and take your career to the next level!

As a Data Analyst – Information Reporting, Client Tax Associate within the Client Tax Operations team, you will utilize your expertise in intelligent automation to enhance information reporting support within Client Tax Operations. You will be instrumental in leading data-driven decision-making processes, ensuring adherence to tax regulations, and optimizing our tax operations through sophisticated data analytics. By leveraging intelligent automation tools such as Alteryx and Python, along with data visualization platforms like Tableau, you will enhance operational efficiency and strategic implementation. Your expertise will be vital in transforming and advancing our approach to tax management, driving innovation and excellence in compliance and reporting.

Job responsibilities

Collaborate with cross-functional teams to integrate data analytics, automation, and visualization into tax operations seamlesslyProvide data-driven insights to support tax planning, optimization initiatives, and regulatory complianceDevelop and maintain dashboards and reports using Tableau to monitor key performance indicators (KPIs) and operational metricsOversee the execution of 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 complianceUtilize intelligent automation tools such as Alteryx to streamline data workflows and enhance data processing efficiencyCommunicate complex data findings and recommendations to senior management and stakeholders in a clear and concise mannerEstablish 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 quality

Required qualifications, capabilities, and skills

Bachelor's degree in Data Science, Statistics, Finance, Accounting, or a related field. Advanced degree (Master's or Ph.D.) preferredProficiency in data analysis tools and programming languages such as SQL, Python, R, and data visualization tools like TableauExperience with intelligent automation tools such as AlteryxAdvanced client service and communication skillsExcellent analytical, problem-solving, and critical-thinking skillsExperience working in a professional services firm or financial services firm

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 processesHigh-level knowledge of tax regulations and compliance requirementsFamiliarity with internal custody systems and custody product knowledge is a plus

Optional additional information:

This position is not eligible for H1B or Sponsorship