Job Description

Applicants who do not complete the personality test accompanying this application will not be considered for the role. We are seeking a Data Analyst to join our tax recovery team, focusing on sales tax refund reviews. The ideal candidate will analyze transaction-level data, identify overpaid taxes, and support the preparation of refund claims. This role requires strong analytical skills, attention to detail, and familiarity with sales tax regulations. If you are driven by the pursuit of excellence, take pride in your work, and value the atmosphere of a private, family-run business that emphasizes work-life balance, we invite you to apply to join our team of dedicated professionals who have a relentless dedication to customer service. Responsibilities: • Analyze large datasets of purchase transactions to identify overpaid sales tax. • Reconcile tax amounts using tax rates, exemptions, and jurisdictional rules. • Work closely with tax consultants to prepare refund claims and supporting documentation. • Utilize SQL, Excel, and other data analysis tools to extract and manipulate data. • Identify trends and patterns in sales tax overpayments. • Assist in automating processes to improve data extraction and analysis efficiency. • Communicate findings and recommendations to internal teams and clients. Qualifications: • Availability: This is an in-office, onsite 5x per week position. • Bachelor’s degree, preferably in Finance, Accounting, Data Analytics, Business, or a related field. • 1-3 years of experience in data analysis, tax compliance, or financial analytics. • Proficiency in Excel (VLOOKUP, Pivot Tables, Macros) and data visualization tools (Tableau). • Experience with SQL, Python, or other data query languages is a plus. • Knowledge of sales tax regulations and exemptions is preferred but not required. • Strong problem-solving and analytical skills. • Excellent communication and collaboration abilities. About Company: Agile’s Purpose: We assist clients by aligning their tax and accounting systems with current sales & use tax laws. That enables them to either maximize the benefit of the exemptions for which they qualify or become and remain compliant with their ongoing sales & use tax collection, reporting, and filing obligations. Agile’s Vision: To establish & maintain a reputation with consumers for developing & delivering the most innovative, personalized, and comprehensive sales and use tax solutions to clients.

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