
This role serves as a Trusts and Estates Tax Data Analyst within a collaborative operations team focused on fiduciary income tax return preparation. The position involves reviewing, reconciling, and validating data to ensure integrity while identifying automation opportunities to enhance efficiency and reduce risk. Key responsibilities include supporting process-improvement projects, maintaining performance metrics and dashboards, and developing documentation for automation requirements. The role is appealing due to its emphasis on continuous improvement, exposure to modern tools like Alteryx, Tableau, and Python, and strong mentorship opportunities. It offers a clear path for career growth within a results-driven environment that values thoughtful problem-solving and data curiosity.






















