Job
Description
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 (eg, Go Systems, OneSource, Data Analytics) Basic knowledge of the Microsoft Office Suite tools (eg, Excel, Power Point, VBA) Working knowledge in any one of data analytics and visualization tools (eg, Alteryx, Power BI, Power Query, Power Pivot, Power View, and Power Map)
