高级税务专员 - 技术与自动化
Senior Tax Associate - Technology & Automation
职位描述:
加入我们的全球税务与企业服务(GTBS)团队,通过尖端技术革新Gartner的税务职能。你将协助推进各项举措,优化100多个国家的规划、报告和风险管理流程,利用自动化、数据分析和人工智能提升效率和创新能力。这个职位适合一位热衷于持续改进、运营卓越和跨部门协作的技术型税务专业人士。
你将负责:
- 支持转型:协助设计、测试和实施税务技术解决方案,以改善全球税务流程并支持更广泛的税务转型目标。
- 构建与自动化:使用Power BI、Power Apps、Power Automate和Alteryx创建和维护仪表盘、报告、工作流和模型,以支持税务数据管理和合规活动。
- 准备数据洞察:分析税务数据并开发可视化图表和摘要,帮助利益相关者监控趋势、支持报告并识别流程改进机会。
- 使用AI工具:应用MS365 Copilot和Google Notebook LM等工具,支持研究、文档编写、自动化测试和流程效率提升项目。
- 协调与协作:与税务相关方、IT、财务和外部顾问合作,收集需求、跟踪进度、测试解决方案并支持税务系统集成。
- 支持关键平台:帮助维护和增强OneSource Tax Provision、CorpTax、Orbitax和SharePoint等系统,通过监控数据质量、解决用户问题和支持系统更新来确保其正常运行。
- 项目支持:协助制定税务技术项目计划、时间表、状态跟踪、测试协调和后续跟进,以确保交付成果准确且按时完成。
- 推动采用:准备流程文档、用户指南、培训材料和操作辅助工具,以支持用户对税务技术工具的采用和一致使用。
- 报告与沟通:撰写项目更新、会议纪要、测试总结和文档,供经理和关键利益相关者审阅。
- 风险与问题跟踪:识别并记录项目问题、数据担忧和流程缺口,必要时向经理或项目负责人汇报。
- 流程改进:提出想法、编写文档并分享经验教训,以帮助改进税务技术流程、团队知识共享和项目执行。
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About the Role:
Join our Global Tax & Business Services (GTBS) team to revolutionize Gartner’s tax function through cutting-edge technology. You’ll assist with initiatives that streamline planning, reporting, and risk management across 100+ countries, leveraging automation, data analytics, and AI to drive efficiency and innovation. This role is perfect for a tech-savvy tax professional passionate about continuous improvement, operational excellence, and cross-functional collaboration.
What You’ll Do:
- Support Transformation: Assist with the design, testing, and implementation of tax technology solutions that improve global tax processes and support broader tax transformation goals.
- Build & Automate: Create and maintain dashboards, reports, workflows, and models using Power BI, Power Apps, Power Automate, and Alteryx to support tax data management and compliance activities.
- Prepare Data Insights: Analyze tax data and develop visualizations and summaries that help stakeholders monitor trends, support reporting, and identify process improvement opportunities.
- Use AI Tools: Apply tools such as MS365 Copilot and Google Notebook LM to support research, documentation, automation testing, and process efficiency initiatives.
- Coordinate & Collaborate: Work with Tax stakeholders, IT, Finance, and external consultants to gather requirements, track progress, test solutions, and support tax system integrations.
- Support Key Platforms: Help maintain and enhance systems including OneSource Tax Provision, CorpTax, Orbitax, and SharePoint by monitoring data quality, resolving user issues, and supporting system updates.
- Project Support: Assist with tax technology project plans, timelines, status tracking, testing coordination, and follow-ups to help ensure deliverables are completed accurately and on schedule.
- Enable Adoption: Prepare process documentation, user guides, training materials, and job aids to support user adoption and consistent use of tax technology tools.
- Reporting & Communication: Draft project updates, meeting notes, testing summaries, and documentation for review by managers and key stakeholders.
- Risk & Issue Tracking: Identify and document project issues, data concerns, and process gaps, escalating items to managers or project leads as needed.
- Process Improvement: Contribute ideas, documentation, and lessons learned to help improve tax technology processes, team knowledge sharing, and project execution.
What You’ll Need:
- Bachelor’s degree in Information Technology, Data Analytics, Accounting, Computer Science, or a related field.
- Minimum of 2-4 years of work experience in the tax field, public accounting or US multinational background is strongly preferred.
- CPA or master’s degree preferred but not required.
- General working knowledge of U.S. International taxation principles and ASC 740 concepts beneficial but not essential.
- Working knowledge of ERP systems and tax software platforms such as Oracle, ONESOURCE, Corptax, Orbitax, or similar tools preferred but not required.
- Experience using Power BI, Power Platform, Alteryx (Core Certified a plus), Excel (Advances Capabilities a plus), or other reporting and automation tools to support tax or finance processes.
- Strong analytical, organizational, and problem-solving skills, with the ability to manage tasks, meet deadlines, and contribute to project execution.
- Clear communication skills and the ability to work effectively with tax, finance, IT, and external partners.
- Experience supporting cross-functional projects, gathering requirements, testing solutions, documenting processes, and following up on action items.
Preferred:
- CPA or equivalent certification.
- Experience with ETL tools and APIs.
- Experience with tax process automation, data integration, and regulatory compliance in a multinational environment.
- Experience with Tax Provision and compliance.
Who are we?
At Gartner, Inc. (NYSE:IT), we guide the leaders who shape the world.
Our mission relies on expert analysis and bold ideas to deliver actionable, objective business and technology insights, helping enterprise leaders and their teams succeed with their mission-critical priorities.
Since our founding in 1979, we’ve grown to 20,000 associates globally who support over 13,000 client enterprises in ~90 countries and territories. We do important, interesting and substantive work that matters. That’s why we hire associates with the intellectual curiosity, energy and drive to want to make a difference. The bar is unapologetically high. So is the impact you can have here.
What makes Gartner a great place to work?
Our vast, virtually untapped market potential offers limitless opportunities – opportunities that may not even exist right now – for you to grow professionally and flourish personally. How far you go is driven by your passion and performance.
We hire remarkable people who collaborate and win as a team. Together, our singular, unifying goal is to deliver results for our clients.
Our teams are inclusive and composed of individuals from different geographies, cultures, religions, ethnicities, races, genders, sexual orientations, abilities and generations.
We invest in great leaders who bring out the best in you and the company, enabling us to multiply our impact and results. This is why, year after year, we are recognized worldwide as a great place to work.
Gartner is the world authority on AI
At Gartner, you’ll join a company at the very center of the AI revolution. Gartner has proactive, objective guidance throughout clients’ AI journeys. We set the standard for how organizations leverage artificial intelligence to drive meaningful impact. You’ll have access to unmatched resources, expertise, and technology, and play a key role in helping Gartner and our clients innovate and grow as we leverage AI to transform business and technology landscapes.
It’s an exciting time to be at Gartner, with limitless opportunities to make a real impact, grow your skills, and build a lasting, meaningful career in a field that’s reshaping the way we operate. If you’re passionate about AI and want to be part of a team that’s guiding the leaders who shape the world, Gartner is the place for you.
What do we offer?
Gartner offers world-class benefits, highly competitive compensation and disproportionate rewards for top performers.
In our hybrid work environment, we provide the flexibility and support for you to thrive — working virtually when it's productive to do so and getting together with colleagues in a vibrant community that is purposeful, engaging and inspiring.
Ready to grow your career with Gartner? Join us.
The policy of Gartner is to provide equal employment opportunities to all applicants and employees without regard to race, color, creed, religion, sex, sexual orientation, gender identity, marital status, citizenship status, age, national origin, ancestry, disability, veteran status, or any other legally protected status and to seek to advance the principles of equal employment opportunity.
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Originally posted on Himalayas