CareerPlan

Tax Operations Analyst

Bala Cynwyd (Philadelphia Area), PennsylvaniaFull-time2026-09-29 → 2026-11-09
On-siteNo visa sponsorship

Core

Automate tax data workflows, build dashboards, and streamline reconciliation processes at the intersection of tax, accounting, and technology.

Role type

Mid-level Tax Operations Analyst (Data & Automation)

Builds

Automated workflows, data tools, and dashboards for tax operations

Domain

Financial Services / Tax Operations / Data Analytics

Required skills

Alteryx, Power BI, Advanced Excel, Data Cleaning, Process Improvement, Accounting Principles, General Ledger Systems

Preferred skills

SQL, Python, Prior Tax Experience, Financial Services Background

Responsibilities

Design and maintain automated workflows in Alteryx; Build and maintain Power BI dashboards; Pull, clean, and analyze large datasets; Automate recurring reconciliations; Review processes and recommend improvements; Partner with Technology and Accounting teams.

Seniority

Mid-level, hands-on IC