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Chase · 3 months ago

Client Tax Operations Strategic Analyst

8181 Communications Pkwy Bldg B, Plano, TX, 75024, US

Full-time

Onsite

Mid Level

Chase is a leading financial services firm, and they are seeking a Client Tax Operations Strategic Analyst to transform tax reporting and withholding processes. This role involves collaborating with cross-functional teams, utilizing advanced analytics, and ensuring compliance with tax regulations while driving operational excellence.

BankingFinancial Services

No H1B

Responsibilities

Collaborate with cross-functional teams to integrate data analytics, automation, and visualization into tax operations

Provide data-driven insights to support tax planning, optimization initiatives, and regulatory compliance

Develop and maintain dashboards and reports using Tableau to monitor KPIs and operational metrics

Oversee 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 compliance

Utilize intelligent automation tools such as Alteryx to streamline data workflows and improve efficiency

Communicate complex data findings and recommendations to senior management and stakeholders

Establish and enforce data governance policies and procedures to ensure data integrity, accuracy, and security

Implement data quality controls and perform regular audits to maintain high standards of data quality

Support the implementation of new analytics and automation initiatives

Contribute to a culture of innovation, accuracy, and continuous improvement

Qualification

Data analysisPythonAlteryxTableauSQLMachine learningFinancial systems knowledgeClient service skillsAnalytical skillsProblem-solving skillsCommunication skillsSelf-motivated