Tax Data Analyst Santa Fe - 13896

Tax Data Analyst

Full Time • Santa Fe - 13896
Benefits:
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Company parties
  • Employee discounts
  • Flexible schedule
  • Opportunity for advancement
  • Training & development
  • Wellness resources

Job Summary:

We are seeking a detail-oriented and analytical Data Analyst to join our dynamic tax team. The successful candidate will play a crucial role in ensuring the accuracy and integrity of tax-related data. The Data Analyst will be responsible for collecting, organizing, and analyzing tax and financial data to support tax preparation and compliance, reporting, and strategic decision-making.


Key Responsibilities:

  1. Data Collection and Compilation:
    • Gather and compile relevant financial data from various sources, including client forms, internal systems, financial statements, and third-party reports.
    • Ensure the completeness and accuracy of tax-related information.
  2. Data Analysis and Interpretation:
    • Conduct thorough analysis of financial data to identify trends, anomalies, and potential tax implications.
  3. Tax Compliance:
    • Assist in the preparation of tax returns by providing accurate and well-organized data.
    • Collaborate with tax professionals to ensure compliance with local, state, and federal tax laws.
  4. Quality Assurance:
    • Perform regular audits and reviews of tax data to maintain data accuracy and integrity.
    • Implement and maintain data quality controls to minimize errors and discrepancies.
  5. Reporting:
    • Generate comprehensive reports summarizing tax-related data analysis for internal stakeholders.
    • Communicate findings and insights in a clear and understandable manner.
  6. Process Improvement:
    • Identify opportunities for process improvement in tax data management and implement efficient solutions.
    • Stay informed about changes in tax regulations and adjust data processes accordingly.

Qualifications:

  • Obtain IRS PTIN
  • Pass Background check 
  • Proven experience in data analysis, preferably in a tax or finance-related role.
  • Proficiency in Microsoft tools and learning new software (e.g., Excel, SQL).
  • Excellent attention to detail and organizational skills.
  • Strong communication and collaboration skills.
  • Ability to work under tight deadlines and manage multiple tasks simultaneously.
  • Willingness to serve people  

Preferred Qualifications:

  • Professional certification such as CPA or CMA.
  • Familiarity with tax software and ERP systems.
  • Bachelor's degree in Accounting, Finance, or a related field.

If you are a highly motivated individual with a passion for data analysis, we encourage you to apply for this rewarding position. Join our team and contribute to the success of our finance department.

3 month seasonal role with opportunity to go full time


Perks:
  • Hourly pay + competitive bonus program 
  • Flexible Schedule Options
  • Heath & wellness benefits 
  • 401K and other perks
  • Corporate discount program 
  • Free tax preparation training and PTIN registration 
  • Free continuing tax education
  • Enrolled Agent materials and testing reimbursement
Compensation: $17.00 - $22.00 per hour




PTIN Certification: Yes

By submitting this form, I hereby acknowledge that most Jackson Hewitt locations are operated by independent franchisees and not Jackson Hewitt or its affiliates. I further acknowledge that franchisees are independent employers and separate companies and employers from Jackson Hewitt Inc., and set their own employment policies and practices. Franchisees are the exclusive employer of their employees and as such are solely responsible for all employment-related matters and decisions in their locations. Specifically, with regard to employees of franchisees, such franchisees, and not Jackson Hewitt, will have exclusive control over all employment-related decisions, including decisions concerning hiring, firing, wages, conditions of employment, discipline, staffing, or any other day-to-day employment issue. Jackson Hewitt Inc. will have no obligation or right to control any franchise employment issue relating to employees of a Jackson Hewitt franchisee. By applying for a job at a franchise-operated location, I understand that the information I provide will be forwarded to the franchisee in order for that organization to reach out to me and process and evaluate my application. I acknowledge that Jackson Hewitt will not receive a copy of my employment application and will have no involvement in any employment decisions regarding me, including whether I receive an interview or whether I am hired to work for the franchisee. I understand that I need to contact the relevant franchisee for information about its privacy practices. Any communications opt-out that I submit in any franchisee’s job application process is specific to that franchisee and will not be communicated to any other entity.

(if you already have a resume on Indeed)

Or apply here.

* required fields

Location
Or
Or
If no code provided, add their name instead.

More than just a job. Start your career.

Work-Life Balance
We offer seasonal opportunities and flexible schedules for a variety of positions. That leaves the rest of your time to build out your dreams, grow your skills, spend time with family, and live your life.
Stability
Over 150 million people file taxes every year and more than half use tax services.
Be the Difference
Who knows your community better than you do? Join a team that helps your neighbors with what is likely their most important financial transaction of the year.
Recognition and Appreciation
Jackson Hewitt recognizes top performers through the Tax Pro bonus program and other award drawings.
Jobs with Career Potential
Build your future—and your resume—with skills that don’t age. Get a start in the tax business and build the career you want.
Giving Back
Retail locations are often heavily involved in their local communities and charities.
Celebrating Success
Districts across the nation host conference calls that start with recognition of wins in client satisfaction, returns completed, and other company objectives. At the end of each tax season, teams in each district come together to celebrate the season’s accomplishments.
Transferable Skills
Learning to prepare taxes will benefit you at Jackson Hewitt and beyond.