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National Tax Data Analyst in Kansas City, MO at CBIZ

Date Posted: 1/31/2019

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be recognized as one of the Best & Brightest Companies to Work for in the Nation for 2016. The Best and Brightest Companies to Work For® competition identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more.

With more than 450 committed professionals, associates and staff to serve you in the Kansas City Area, we are committed to providing superior client service and we are constantly focused on, and motivated by, providing positive results for our clients. Having served this marketplace for more than 40 years, we understand the importance of reputation and exceeding expectations in this close-knit business community. CBIZ Kansas City delivers the services and resources you expect of a national organization and, at the same time, provides the relationships, consulting and personal touch you expect from a local organization.


The National Tax Office Data Analyst is responsible for analyzing operational and financial information, creating reports and models, and articulating operational results to help drive operational efficiency and effectiveness within the firm’s tax practice division. They will also identify business issues and promote solutions that drive revenue growth, firm profitability, and risk mitigation.

Job Purpose / Objective

  • Conduct quantitative and/or qualitative research of information affecting financial and/or business processes.
  • Interprets findings, prepare reports and formulate recommendations.

Essential Functions and Primary Duties

  • Prepare and deliver descriptive, diagnostic, predictive and prescriptive analytical insights as reports, ad-hoc queries, dashboards for operational and management reporting integrating data from tax department and enterprise applications.
  • Coordinate periodic (monthly and/or quarterly) reviews with service line leaders and NTO leadership to interpret financial/operational reports and help develop an in-depth plan to improve unit performance and firm profitability
  • Create and analyze monthly, quarterly, and annual management reports and ensure accuracy of information.
  • Identify trends and developments in alignment with performance targets and present findings to NTO leadership.
  • Define and monitor actions coming out of periodic reviews to ensure continuous improvement in initiatives designed to drive firm profitability
  • Train local office tax leadership on the use of business intelligence reporting tools which enable them to proactively manage key operational metrics
  • Applies data visualization, descriptive and summary statistical techniques for discovery and timely insights (data exploration, ad-hoc queries, and analysis).
  • Leverage internal and external data sources to gather relevant benchmarks for the CPA firm industry and specifically the tax function

Preferred Qualifications

  • MBA and CPA preferred but not essential
  • Proficient use of applicable technology (e.g. PowerBI, Tableau)
  • CPA firm or similar professional services experience
  • Knowledge of the tax business & applications
  • Demonstrated intellectual curiosity with a passion for developing and analyzing large, complex data sets and converting them into information/insights. 
  • Ability to work independently, manage small projects or parts of large projects
  • Must be comfortable working independently or as part of a team

Expertise in building data visualizations with a strong understanding of the appropriate chart types to use to highlight patterns in the data for unstructured and structured data sets

Qualifications Required

  • HS diploma or GED required; Bachelor’s degree in Business, Economics, Statistics or relevant field preferred
  • 3 years of relevant experience
  • Must possess analytical skills
  • Must be able to comprehend, manipulate and interpret statistical data
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Proficient use of applicable technology


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