Tax Reporting & Compliance Analyst

Tax and Reporting AnalystPittsburgh, PAWe are seeking a detail-oriented Tax and Reporting Analyst to support tax reporting, compliance, and operational processes for internal and external clients. This role is ideal for someone who thrives in a structured environment, enjoys working with data and documentation, and takes pride in accuracy and quality.Key Responsibilities Provide operational support for the preparation and maintenance of tax records, returns, and reports Assist in coordinating tax-related regulatory filings and ensure timely completion Gather and track required data elements for regulatory reporting Provide regular updates on the status of data collection and reporting activities Implement system and process updates to support straightforward regulatory changes Update tax forms and information return layouts as needed Perform first-level quality assurance reviews for tax deliverables, including more complex client work Review work completed by junior team members, resolve discrepancies, and escalate issues when necessary Maintain clear and accurate documentation of processes and activities Operational Responsibilities Open and process physical packages containing tax documentation received via courier Sort and organize documentation by market Assign reference numbers to incoming documents for tracking purposes Scan and upload tax documentation into internal systems Record and maintain Generic Certificates of Residency within internal applications Qualifications Bachelor’s degree in a business-related field preferred 2–3 years of relevant work experience preferred Experience in financial services or a related industry is a plus Familiarity with W-8 and W-9 tax form processing is a strong advantage Strong attention to detail and ability to ensure accuracy in all work Ability to manage and complete tasks independently with a high level of accountability Experience with documentation and data tracking processes Proficiency in Microsoft Office (Excel, Word, Outlook) Strong organizational and time management skills