Ever-increasing regulations require tax departments to gather, organize and analyse more data than ever before. Often the data necessary to satisfy these ever-increasing and complex regulations must be collected from a variety of systems and departments throughout an organization. Effectively and efficiently handling the variety and volume of data is often extremely challenging and time consuming for a company.
Key Responsibilities
- Onboarding and implementing tax technology platforms (including data/document management, workflow, custom apps, dashboards, and portals) to support and automate internal operations of clients and engagement teams.
- Management of investor demographic data and set up of footnotes to generate partner and entity level tax forms.
- Configure, test, and run diagnostics on partner and entity footnotes.
- Understand and evaluate key tax processes, technology, data, analytics, and risks/controls.
- Grow technical skills and business knowledge through training and hands-on experience.
- Identify areas of process improvement centred around the end-user.
Skills and attributes for success
- Maintains awareness of new and emerging technologies.
- Willingness to learn and quick to adapt to changing requirements.
- Confident at working effectively within a virtual or distributed team environment (this means flexible and fast paced, as the task requires).
- Accountability of assigned tasks and monitoring them until completion, including documenting requirements, configuration, testing and debugging.
- Attention to detail, problem-solving skills, analytical abilities
Qualifications & Experience Required
- A Bachelor’s in Information Systems, Tax Technology, Management Information Systems or Computer Science or related field and a minimum of 1 years of related work experience
- Good communication and presentation skills
- Basic knowledge in any one of the tax technology solutions (e.g., Go Systems, OneSource, Data Analytics)
- Basic knowledge of the Microsoft Office Suite tools (e.g., Excel, Power Point, VBA)
- Working knowledge in any one of data analytics and visualization tools (e.g., Alteryx, Power BI, Power Query, Power Pivot, Power View, and Power Map)
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