CrawlJobs Logo

Tax Automation Business Analyst

whitehallresources.com Logo

Whitehall Resources Ltd

Location Icon

Location:
United Kingdom

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided

Job Description:

We are looking for a Tax Automation Business Analyst to work closely with a corporate tax team to improve forecasting models, automate manual processes, and introduce modern automation tools. This is a hands-on role embedded within the tax team, working directly with tax specialists to identify inefficiencies and implement automation solutions. The focus is on improving tax forecasting models, streamlining processes, and leveraging automation and AI tools to enhance efficiency and insight.

Job Responsibility:

  • Work alongside the tax team to improve tax forecasting models
  • Identify and automate manual tax and finance processes
  • Use automation tools and AI assistants (e.g., Claude, Workato, low-code platforms)
  • Improve data flows into forecasting models and reporting
  • Translate business needs into practical automation solutions
  • Support the team in adopting new tools and improved workflows

Requirements:

  • Experience in tax, finance, or financial modelling
  • Process automation or workflow optimisation
  • Strong Excel and data modelling skills
  • Experience improving forecasting or analytical models
  • Ability to work directly with business teams to implement solutions

Nice to have:

  • Corporate tax experience
  • Experience with automation platforms (e.g., Workato, Power Automate, RPA tools)
  • Exposure to AI productivity tools
  • Finance transformation or shared services experience

Additional Information:

Job Posted:
March 12, 2026

Work Type:
On-site work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Tax Automation Business Analyst

Tax Analyst

The Tax Analyst 1 is a trainee professional role, requiring knowledge of tax-rel...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Basic understanding and working knowledge of IRS Forms W-8 and W-9 and their associated requirements
  • Forms 1098, 1099 series, and 1042-S
  • Forms 945 and 1042
  • Basic understanding of U.S. tax information reporting rules applicable to U.S. Persons and non-U.S. Persons
  • Excellent communication skills to drive engagement and close interactions with key stakeholders
  • Ability to examine processes and procedures, experience with Process Re-engineering
  • Re-design and Process Automation experience is preferred
  • Strong Microsoft Office skills including Microsoft Excel and PowerPoint
  • 4 to 6 years of relevant tax experience
  • CRS and FATCA due diligence or withholding or IRS reporting experience is mandatory for client tax reporting.
Job Responsibility
Job Responsibility
  • Contributes to the planning, accounting, filing and the reporting of tax liability of the company
  • May participate in managing payments to tax authorities in compliance with specific tax regulations
  • Advises on procedures and concepts in technical/subject area and integrates with others in accomplishing the goals of the sub function/job family
  • Improves process efficiencies in harmony of unit focus
  • Uses conceptual/practical grounding in applying policies to the business
  • Perform other duties and functions as assigned
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
What we offer
What we offer
  • Equal opportunity employer
  • Inclusive workplace
  • Support for employees with disabilities.
  • Fulltime
Read More
Arrow Right

Tax Analyst

The Tax Analyst role at Citi involves managing tax liabilities, ensuring complia...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Basic understanding of U.S. tax information reporting rules applicable to U.S. Persons and non-U.S. Persons
  • basic understanding and working knowledge of IRS Forms W-9 and W-8 and their associated requirements
  • Forms 1098, 1099 series, and 1042-S
  • Forms 945 and 1042
  • excellent communication skills to drive engagement and close interactions with key stakeholders
  • ability to examine processes and procedures, experience with Process Re-engineering
  • re-design and Process Automation experience is preferred
  • strong Microsoft Office skills including Microsoft Excel and PowerPoint
  • CRS and FATCA tools experience is mandatory
  • tax reporting & Internal Audit
Job Responsibility
Job Responsibility
  • Responsible for the overall management of the tax liabilities of Citi, both directly and in connection with transactions with clients, including the related compliance, financial reporting, planning and controversy processes
  • contributes to the planning, accounting, filing and the reporting of tax liability of the company
  • assists in determining and compiling information required to satisfy income tax filing and related requirements at all levels of jurisdiction
  • may participate in managing payments to tax authorities in compliance with specific tax regulations
  • directs small to medium-sized Finance operational/administrative team(s) of clerical or junior professional employees
  • advises on procedures and concepts in technical/subject area and integrates with others in accomplishing the goals of the sub function/job family
  • improves process efficiencies in harmony of unit focus
  • uses conceptual/practical grounding in applying policies to the business
  • perform other duties and functions as assigned
  • appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets
What we offer
What we offer
  • Equal opportunity employer
  • supportive work environment
  • potential for career growth
  • Fulltime
Read More
Arrow Right

Senior Analyst, Financial Reporting and Tax

Be a key leader in a global engineering consultancy. We're seeking a dynamic, de...
Location
Location
Canada , Calgary
Salary
Salary:
Not provided
klohn.com Logo
Klohn Crippen Berger
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A bachelor’s degree in accounting or a related field (e.g. commerce, business)
  • Professional accreditation such as CPA or Chartered Accountant
  • 6+ years of tax accounting experience (preferably in mid – large size firms)
  • Public accounting and corporate tax experience are highly desirable
  • Proficiency in Microsoft Office, with advanced Excel skills
  • BST 11 or similar systems is a plus
  • Solid technical knowledge of GAAP and IFRS accounting standards
  • Proven ability to manage projects and deliver results within the deadlines
  • Strong analytical, organization and problem-solving skills
  • Ability to work independently and collaboratively across all levels of the organization
Job Responsibility
Job Responsibility
  • Provide financial and tax guidance for contracts, regulatory issues, and strategic initiatives
  • Ensure compliance with domestic and international tax laws, coordinating with external advisors and regulatory authorities for multiple branches/entities
  • Support the establishment and accounting administration of offshore entities, ensuring compliance with global financial and legal requirements
  • Confirm accuracy of records and documents related to tax reporting and preparations
  • Conduct research on tax compliance issues, interpret changes and assess their impact on the company
  • Assist with insurance procurement and claims management to ensure optimal risk coverage
  • Support tax audits, respond to notices, and provide documentation to tax authorities in a timely manner
  • Assist with Scientific Research & Experimental Developments submissions, in multiple jurisdictions, including preparation and supporting working papers
  • Maintain knowledge with respect to technical tax issues and accounting standards
  • Coordinate with third-party accounting service providers to ensure statutory financial statements are prepared and filed accurately and on time
What we offer
What we offer
  • Professional career development tracks
  • Salaries commensurate with experience
  • Attractive benefits package
  • Fulltime
Read More
Arrow Right

Senior Tax Analyst DACH & IBERIA

Our tax team’s mission is to manage and optimize Uber’s tax position across EMEA...
Location
Location
Netherlands , Amsterdam
Salary
Salary:
Not provided
uber.com Logo
Uber
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strong technical tax expertise with 6+ years of experience in international and/or regional corporate tax, preferably within a multinational environment or Big 4 firm
  • Proven experience managing direct and indirect tax matters across multiple EMEA jurisdictions, including tax controversy and advisory
  • Excellent communication and stakeholder management skills, with the ability to act as a trusted advisor and collaborate effectively across finance, legal, and operations teams
Job Responsibility
Job Responsibility
  • Act as the primary point of contact for all tax matters in five EMEA countries, including two key (star) markets Germany and Spain
  • Coordinate and lead responses to tax audits and queries from local tax authorities, working closely with external advisors and internal stakeholders
  • Monitor changes in tax legislation and assess their impact on the business, providing timely guidance to relevant teams
  • Collaborate with other teams such as Legal, Policy and Ops to assess tax implications of new business initiatives
  • Support global and regional tax planning efforts, ensuring alignment with Uber’s overall tax strategy while managing local risks
  • Drive process improvements and automation initiatives
Read More
Arrow Right

Business Analyst

We are looking for a highly skilled Business Analyst with expertise in CCH Axces...
Location
Location
United States , Iselin
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Information Systems, Computer Science, Accounting Information Systems, or a related field
  • 5–8 years of experience in a hybrid Business Analyst, Data Analyst, or Application role within a detail-oriented services environment
  • Extensive knowledge of CCH Axcess or iManage, including configuration, workflows, and integrations
  • Proficiency in developing APIs, data mapping, and workflow automation for enterprise systems
  • Experience with tools such as Power BI, Azure Data Factory, or Power Automate
  • Strong analytical skills and the ability to convert complex datasets into actionable insights
  • Excellent documentation and communication abilities
  • Familiarity with tax data processes and enterprise compliance requirements
Job Responsibility
Job Responsibility
  • Act as the subject matter expert for CCH Axcess, managing modules like Tax, Practice, Workflow, and Document
  • Translate business requirements into system-specific configurations and enhancements to improve tax workflows
  • Collaborate with internal teams and external vendors to ensure stable platform performance and compliance
  • Conduct process analysis to identify inefficiencies and recommend automation opportunities
  • Develop detailed documentation including process maps, data flow diagrams, and system requirements
  • Support the integration of CCH Axcess with other enterprise systems, ensuring seamless data transfers
  • Analyze operational data to create reports and dashboards that monitor workflow performance and user adoption
  • Define and track KPIs for platform modules while identifying trends to guide improvements
  • Ensure all data and integrations comply with governance, security, and confidentiality standards
  • Foster collaboration between tax, technical, and compliance teams to align enterprise strategies
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
Read More
Arrow Right
New

Senior Tax Analyst

The Senior Tax Analyst will manage the day-to-day indirect tax function, ensurin...
Location
Location
United States , Reading, PA
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in Accounting, Finance, Business, or related field
  • 5+ years of indirect tax work experience
  • Solid knowledge of sales tax rules and regulations
  • Proficiency with Microsoft Office tools including Excel, Word, and Outlook
  • Strong problem-solving skills, critical thinking, and high attention to detail
  • Excellent verbal and written communication skills with the ability to communicate tax issues in a clear and concise manner
  • Strong organizational, time management, planning, and prioritization skills
  • Ability to work independently and take ownership of key deliverables
  • Customer-focused approach with ability to build positive relationships
Job Responsibility
Job Responsibility
  • Manage the overall day-to-day indirect tax function ensuring all returns are accurately and timely completed
  • Review state and local indirect tax filings including sales and use, property tax, Mercantile/BPT, Gross Receipts, OH CAT, and other applicable taxes
  • Review Act 43 return filings and quarterly reconciliations
  • Maintain the tax calendar for all tax filings to ensure timely compliance
  • Review all real estate bills and invoices, confirming accuracy and timeliness of payment
  • Manage the escheat process including reviewing prepared returns and maintaining company escheat policies and procedures
  • Monitor tax rate tables, tax flags, and class code mappings within the system to ensure proper tax determinations
  • Perform periodic validation testing of tax systems
  • Review monthly account reconciliation for sales tax payable account
  • Maintain monthly real estate and miscellaneous tax accruals, including posting entries and investigating variances
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • company 401(k) plan
Read More
Arrow Right

Software Engineer PL/SQL

The Tax team is a dynamic group of Software Engineers and Business Analysts loca...
Location
Location
Philippines , Makati City
Salary
Salary:
Not provided
avaloq.com Logo
Avaloq
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • University degree in Computer Science/Engineering/Mathematics or equivalent Business degree
  • Strong analytical, problem solving and conceptual skills
  • Strong command of the English language
  • Excellent client-orientation and strong communication skills with a service-oriented attitude
  • Proactive, self-motivated with passion for learning and self-improvement
Job Responsibility
Job Responsibility
  • Collaborate Proactively: Work closely with the Team Lead, Product Owner, Business Analysts, and fellow Software Engineers to align on development goals and processes
  • Solution Design & Review: Write solution designs for new tax functionalities, and review these designs with technical leads and architects to ensure accuracy and compliance
  • Client Workshops & Requirements Analysis: Participate in client workshops, supporting business analysts in gathering and analyzing tax requirements
  • Develop & Maintain Tax Solutions: Design, develop, and sustain robust solutions within the team’s tax-focused responsibilities, ensuring they meet high standards for accuracy and efficiency
  • Optimize Existing Functionalities: Continually improve and optimize existing tax-related functionalities to adapt to changing regulatory needs
  • Quality Assurance: Develop and maintain automated tests, ensuring quality standards are met across tax-related functionalities
  • Ownership & Responsibility: Take full ownership of your area of expertise, driving progress and accountability
  • Agile Processes & Tools: Operate with an agile mindset, using platforms like Jira for process tracking and issue management
What we offer
What we offer
  • Annual bonus
  • Flexible working
  • Instant recognition
  • Access to Udemy for professional and personal learning
  • Fulltime
Read More
Arrow Right

Software Engineer PL/SQL

The Tax team is a dynamic group of Software Engineers and Business Analysts loca...
Location
Location
Philippines , Makati City
Salary
Salary:
Not provided
avaloq.com Logo
Avaloq
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • University degree in Computer Science/Engineering/Mathematics or equivalent Business degree
  • Strong analytical, problem solving and conceptual skills
  • Strong command of the English language
  • Excellent client-orientation and strong communication skills with a service-oriented attitude
  • Proactive, self-motivated with passion for learning and self-improvement
Job Responsibility
Job Responsibility
  • Collaborate Proactively: Work closely with the Team Lead, Product Owner, Business Analysts, and fellow Software Engineers to align on development goals and processes
  • Solution Design & Review: Write solution designs for new tax functionalities, and review these designs with technical leads and architects to ensure accuracy and compliance
  • Client Workshops & Requirements Analysis: Participate in client workshops, supporting business analysts in gathering and analyzing tax requirements
  • Develop & Maintain Tax Solutions: Design, develop, and sustain robust solutions within the team’s tax-focused responsibilities, ensuring they meet high standards for accuracy and efficiency
  • Optimize Existing Functionalities: Continually improve and optimize existing tax-related functionalities to adapt to changing regulatory needs
  • Quality Assurance: Develop and maintain automated tests, ensuring quality standards are met across tax-related functionalities
  • Ownership & Responsibility: Take full ownership of your area of expertise, driving progress and accountability
  • Agile Processes & Tools: Operate with an agile mindset, using platforms like Jira for process tracking and issue management
What we offer
What we offer
  • Annual bonus
  • Flexible working
  • Instant recognition
  • Access to Udemy for professional and personal learning
  • Fulltime
Read More
Arrow Right