Data Analyst & Administrative Specialist (Excel Focus)

National Tax Group is seeking a highly organized, detail-oriented Data Analyst & Administrative Specialist with intermediate to expert-level proficiency in Microsoft Excel.

This position will primarily focus on organizing, reviewing, analyzing, and maintaining data using Microsoft Excel, while also assisting with general office administration and operational support.

The ideal candidate will have strong analytical skills, exceptional attention to detail, and the ability to work efficiently with large volumes of information. This individual should be comfortable working with complex spreadsheets, identifying discrepancies, and preparing accurate reports.

The selected candidate will work directly under the supervision of our Senior Data Analyst and assist with daily data management, reporting, and administrative activities.

Data Analysis & Microsoft Excel

• Organize, manage, and analyze large datasets using Microsoft Excel.

• Create, update, and maintain spreadsheets, reports, and data tracking systems.

• Utilize Excel formulas and functions, including VLOOKUP, XLOOKUP, IF statements, SUMIFS, and other analytical functions.

• Develop and maintain PivotTables, charts, and data summaries.

• Review data for accuracy, completeness, inconsistencies, and potential errors.

• Clean, format, consolidate, and validate information from multiple sources.

• Perform calculations, reconcile figures, and identify discrepancies.

• Assist the Senior Data Analyst with preparing analytical reports and summaries.

• Improve existing spreadsheets and recommend more efficient methods for managing data.

• Ensure accurate and timely completion of assigned data analysis projects.

Office Administration & Operational Support

• Perform general office administrative duties, including document preparation, electronic filing, and record management.

• Enter, update, and maintain information in company databases and tracking systems.

• Assist with organizing electronic files, spreadsheets, and project documentation.

• Prepare professional correspondence, internal reports, and other business documents.

• Monitor project information and assist with tracking deadlines and outstanding documentation.

• Coordinate with internal team members to obtain missing or incomplete information.

• Assist with other administrative and operational assignments as directed.

Required

• Intermediate to advanced proficiency in Microsoft Excel; expert-level skills are highly desirable.

• Demonstrated experience working with spreadsheets, data analysis, and data management.

• Strong knowledge of Excel formulas, functions, PivotTables, and data organization.

• Excellent attention to detail and a high degree of accuracy.

• Strong analytical, problem-solving, and organizational skills.

• Ability to manage multiple assignments and meet deadlines.

• Proficiency with Microsoft Office applications, including Word and Outlook.

• Strong written and verbal communication skills.

• Ability to work independently while following direction from the Senior Data Analyst.

• Ability to handle confidential company and client information professionally.

Preferred

• Previous experience in a data analyst, reporting analyst, Excel specialist, or administrative support role.

• Experience working with large datasets and complex spreadsheets.

• Knowledge of Power Query, Power Pivot, or Excel automation tools.

• Experience developing reports, dashboards, and automated spreadsheet processes.

• Familiarity with accounting, financial, or business-related data.

• Associate's or bachelor's degree in business, accounting, finance, information systems, or a related field; equivalent practical experience will also be considered.

What We're Looking For

We are seeking someone who genuinely enjoys working in Microsoft Excel, has a natural ability to identify errors and discrepancies, and takes pride in producing accurate, organized work.

The successful candidate will be dependable, resourceful, detail-oriented, and willing to learn company-specific processes while supporting our data analysis and administrative operations.

Microsoft Excel proficiency is essential to this position. Candidates may be asked to complete a practical Excel skills assessment during the interview process.

National Tax Group stands out as a trusted partner for businesses seeking to maximize their tax savings through specialized tax incentive programs. Our expertise, personalized approach, and commitment to client success make us a valuable resource for businesses looking to optimize their tax strategies. As a company, we strive to be true professionals in our field, and we take pride in our ability to save clients money; it's what we are passionate about.