Tax Operations Associate

As a Tax Operations Associate, you will support the tax practice operations team by assisting with data management and process operations.  You will be responsible for data entry, reconciliation, reporting, and continuous improvement of operational workflows.  Your daily tasks will include efforts support processes, manage project objectives and risks, and ensure effective resolution of initiatives.  This role is ideal for a detail-oriented candidate with strong analytical skills and a passion for process optimization and data integrity. 

Key Responsibilities

Operations & Reporting 

• Responsible for internal role transition reporting. Timely updating of roles and working directly with leaders and TFLs to ensure client support. Continued effort to streamline processes to improve effectiveness and efficiency 
• Develop and document process improvements to further optimize workflows as needed for all operational projects to improve efficiency and effectiveness 
• Ensure consistent and accurate reporting to support financial oversight and decision-making. 
• Assist with operational tasks as needed to refine processes and reduce manual workload. 
• Support team in execution of strategic or tactical imperatives 
• Provide direct support for time-sensitive and proprietary tasks for Assigned Leadership team members as requested 

Data Analysis & Reconciliation 

• Collect, reconcile, and review operational data using tools such as Alteryx, Power Automate, Power BI, Excel, Word, and Outlook 
• Identify trends and discrepancies in financial data to on-going initiatives 
• Validate data inputs to ensure consistency and reliability in reporting. 
• Oversee ongoing support of practice management reports 

Collaboration & Communication 

• Work with all operations teams in process improvement, communication, and support needs affecting the successful delivery of internal tasks 
• Proactively communicate issues and solutions to team members 
• Support cross-functional initiatives and contribute to team-wide operational improvements 
• Commitment to confidentiality 
• Ability to work independently and communicate effectively with US-based teams and leadership 

Qualifications

Education/Certifications 

• Bachelor’s degree or equivalent experience – Required 
• Finance, Accounting, Business Analytics, or related field – Preferred 

Technical/Soft Skills 

• Alteryx – Preferred 
• Power Bi and Power Automate - Preferred 
• Strong Microsoft Office skills (Excel, Word, PowerPoint, Outlook) – Required 
• Advanced Excel skills – Preferred 
• Analytical mindset with attention to detail – Required 
• Ability to work independently and collaboratively – Required 
• Effective communication and time management skills – Required 

Experience 

• 2-5 years relevant experience – Required 
• Experience in data entry, reconciliation, and reporting – Required 
• Exposure to process documentation and optimization – Preferred 
• Familiarity with financial operations and control processes – Preferred