| Job Description:
TAX BUSINESS ANALYST
Description
Reporting to the Director of Tax, Legal and Regulatory Affairs (“Director”), the Tax Business Analyst will be the tax department’s proprietary tax preparation application and subject matter expert. Tax reporting is a mission-critical client service deliverable. It represents a core competency of the firm. The role is responsible for producing and maintaining system documentation and training materials, analyzing system changes needed to comply with changes in reporting requirements identified by the Director, working with IT staff to make the software changes, and playing a key role during tax season and throughout the year to ensure the system is producing the correct results. The Manager of Tax Processing will provide this position with project management support in working on the software changes and managing the tax season. The Director will maintain business ownership of all tax processes and overall responsibility for tax compliance. The Analyst is responsible for building strong relationships with key internal business owners/contributors, and IT and Operations staff.
Responsibilities
Develop full familiarity with the business, its clients, deliverables and critical milestones, as related to annual tax production
Develop and maintain a detailed users manual and technical documentation
Produce training materials in conjunction with the Manager of Tax Processing
Train end-users on the systems functionality and how to resolve commonly faced preparation issues
Learn the requirements of the federal and state forms and analyze form changes
Analyze software changes needed to accommodate tax reporting and form changes
Work with the Director and the Manager of Tax Processing to determine and prioritize business requirements for enhancements to the tax system
Write business requirements, develop testing plans and scripts, and participate in testing to compare actual with expected results
Develop a full understanding of the interface with other systems and system data requirements
Trouble shoot and resolve reporting, interface and application issues
Perform quality checks during the loading and importing of data during tax season, upon rollover of data at the end of tax season and during the mid-year review of data.
Provide support to end-users during tax season, mid-year reviews, and rollover
Identify improvement opportunities
Perform other tax compliance duties as needed
Qualifications and Experience
3-5 years of combined experience in tax preparation and tax business or systems analyst work
Ability to work effectively with a wide variety of organizational roles
Highly effective in verbal and written communication with technical specialists and business end-users
Demonstrates initiative, a strong work ethic, flexibility
Able to thrive in a dynamic environment experiencing significant change and business transformation
Eagerness to maintain a “zero-defects” reporting system
Detail oriented, but also able to work at the conceptual level
Proficiency using Excel
Knowledge specifically of trust taxation a plus
Education and Certifications
Bachelor’s Degree
Masters in Tax or related business degree a plus
CPA or related certification a plus Required Skills:
tax
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