Tax Operations Business Analyst

Use data insights and automation to improve processes and support strategic initiatives in tax documentation operations

Help shape smarter, faster operations through data and automation. In this role, you will turn complex information into clear insights and practical improvements that make a measurable difference. You will work in a collaborative environment where your ideas, initiative, and problem-solving skills are valued. If you enjoy partnering across teams to drive change, this is a strong opportunity to grow your career.

As a Business Analysis Associate in the Tax Documentation Operations team, you will analyze complex data and help deliver automation and process improvements that strengthen operational outcomes. You will partner with cross-functional stakeholders to align priorities, support key initiatives, and improve the client experience. You will contribute to planning and execution, using sound judgment to manage risks and handle complex situations.

Job responsibilities

Analyze complex data sets from multiple sources to identify patterns and deliver clear, actionable reporting

Design and support automation opportunities to streamline workflows and improve operational efficiency

Coordinate with cross-functional teams to align goals, share knowledge, and support delivery of initiatives

Evaluate options and risks to support decision-making that improves departmental outcomes

Coach and support team members to promote ownership, accountability, and timely delivery

Required qualifications, capabilities and skills

3 years of experience performing data analysis, including identifying patterns and producing insights through reporting

Experience designing, developing, or implementing automation solutions and process improvements

Experience collaborating with cross-functional stakeholders to deliver shared outcomes

Experience assessing operational risks, evaluating trade-offs, and supporting decisions with data and context

Experience coaching, mentoring, or delegating work to support team execution and development

Experience providing quality service through clear, timely, and professional communication

Knowledge of the software delivery lifecycle and experience working with industry-standard delivery methodologies

Preferred qualifications, capabilities and skills

Experience using artificial intelligence tools to enhance analysis, identify trends, and support decision-making

Experience implementing automation solutions to streamline business processes and improve efficiency

Experience applying customer service and conflict management skills to address stakeholder needs and resolve issues

Experience writing clear, effective prompts or instructions to guide analysis and improve consistency of outputs

Experience contributing to a collaborative team environment by sharing knowledge and supporting team initiatives

Experience supporting technology or process release management using common software applications and digital platforms