Senior Associate TAX AI

Ensure careful analysis of requirements with customers to understand their tax data and reporting needs.

Analyze tax data contained in the database to identify tax data transformation and reporting issues with existing data and proposed system tools.

Document detailed specifications for each report including both the technical specifications and a summary to the report.

Create and edit Alteryx workflows to automate tax data manipulation and generate outputs designed in the requirements.

Develop dynamic reports that enable end users to filter and aggregate defined parameters according to their needs, and custom reports.

Create report subscriptions, dashboards, etc.

Proactively identify and communicate dependencies, issues, risks and, or barriers to completing assignments, and escalates to appropriate project stakeholders and, or supervisors. Accountable for supporting and contributing to the management of project scope, schedule, and quality within the respective team / area.

Analyze how workflow decisions translate into report requirements; execute on solution designs as communicated by project engagement leaders

Test and document the tax data solutions.

Qualifications

Bachelor’s degree highly preferred, or equivalent experience

Ability to maintain and manage several projects while meeting expectations.

Excellent written and oral communication skills.

Experience

Strongly prefer experience delivering data analytics and intelligence solutions in a Tax environment

4+ years experiences with Microsoft Power Suite including Power Apps, Power Automate, Microsoft Fabric, Alteryx, SQL Server, Power Query, Power BI.

Other Knowledge, Skills & Abilities

Strong verbal and written communication skills

Capacity to work well in a team environment