Operations Insights, Tax

Overview

This role is part of the Operations Performance & Enablement team, which supports the Tax operations organization by using data to drive better decisions and continuous improvement. Responsibilities focus on investigating operational performance, uncovering meaningful patterns, and building reporting infrastructure that enables teams to make better decisions.

Responsibilities

• Investigate operational performance through deep-dive analyses to understand why metrics change, distinguish signal from noise, and identify root causes across filing operations, user operations, and risk workflows
• Partner with operations teams to analyze workflows, understand user behavior, and translate findings into actionable recommendations
• Improve measurement rigor by refining metric definitions, ensuring data reliability, and strengthening how operational performance is measured across the organization
• Support experiments and improvements by applying statistical analysis to evaluate the impact of operational changes and experiments
• Enable operational observability by creating systems, dashboards, and self-serve reporting tools so operational teams can explore and interpret performance data independently and reduce recurring data requests
• Communicate insights to leadership by preparing clear, compelling operational insights for leadership reviews and strategic planning discussions

Requirements

• 3+ years of experience in operations analytics, business intelligence, or data analysis
• Strong SQL skills and experience working with large operational datasets
• Experience building dashboards and reporting tools (e.g., Tableau, Looker, or similar)
• Demonstrated ability to conduct investigations and identify root causes in operational data
• Clear communication skills, including the ability to explain technical findings to non-technical audiences
• Comfort with ambiguity and the ability to structure open-ended analytical problems

Preferred Qualifications

• Experience in tax operations, financial services, or regulated operational environments
• Familiarity with statistical analysis and experimentation frameworks
• Experience with Python or R for data analysis
• Background working closely with operations or product teams to improve processes
• Demonstrated ability to leverage AI and automation to transform data into actionable insights

Compensation & Benefits

• Annual US base salary range: $112,700 - $169,100
• Additional benefits for this role may include:
  • Equity
  • Company bonus or sales commissions/bonuses
  • 401(k) plan
  • Medical, dental, and vision benefits
  • Wellness stipends

Location

Working remotely is available. A remote location is defined as being 35 miles (56 kilometers) or more from one of our offices. On-sites, meet-ups, and events may require occasional office attendance, but the expectation is regular work from home rather than a company office. Relocation costs for moving to a remote location are not covered.

Application Window

The application window will remain open for 100 days after the Job Post is published. The opportunity may remain open based on business needs, which may cause the window to close before or after the 100-day mark.