Overview
This role supports the adoption of AI and enabling technologies across a large tax professional team of over 1,000 members. It involves a combination of enablement, requirements translation, co-building, and disciplined testing. Positioned at the intersection of tax technical work and AI/technology execution, the role partners with tax subject matter experts (SMEs) and product/technology teams to translate tax workflows into usable tools, repeatable workflows, and scalable training.
The position contributes to the full delivery lifecycle: discovery and requirements gathering, enablement and co-building, user acceptance testing, and iterative improvement, with a focus on practical outcomes, user experience, and responsible use within controlled enterprise tools.
Responsibilities
- Collaborate with tax SMEs to map technical tax workflows and identify high-value tasks suitable for AI/technology augmentation.
- Produce high-quality user stories, requirements documentation, and acceptance criteria to support product enhancement and tool development.
- Maintain organized backlogs and documentation to enable efficient triage, prioritization, and delivery.
- Plan and lead enablement sessions for tax teams and new hires, including live trainings, recorded content, office hours, and targeted role-based upskilling.
- Create training materials and practical exercises that translate AI concepts into daily tax work outcomes.
- Assist tax practitioners in developing AI-enabled workflows and tools within controlled technology environments (e.g., enterprise ChatGPT solutions, Alteryx, proprietary platforms).
- Help convert one-off experimentation into standardized assets such as templates, playbooks, reusable prompts, and documented procedures.
- Create and publish internal communications, user guides, instructions, release notes, and change management documentation to drive adoption and consistency.
- Contribute to practice-facing thought leadership on applied AI in tax, responsible use, and emerging capabilities.
- Conduct user acceptance testing sessions with tax teams; document outcomes, issues, and enhancement opportunities.
- Log defects and improvement stories with clear reproduction steps and prioritization context.
- Support QA testing and validate fixes/enhancements before broader release.
Collaboration
This role partners with:
- Tax practitioners and SMEs (end users, workflow owners)
- Tax leadership and enablement leaders (adoption goals, prioritization, communications)
- Technology and product teams (tool roadmap, backlog execution, releases)
- Risk, compliance, and security stakeholders (responsible use, governance, approved tooling)
Requirements
- Bachelor’s degree in Tax, Accounting (with tax focus), or equivalent tax-related discipline.
- Demonstrated tax-domain understanding sufficient to engage in technical workflow discussions and translate work into requirements.
- Proficiency with ChatGPT or equivalent enterprise-grade customizable AI chat tools, including the ability to produce repeatable workflows and guidance.
- Strong interpersonal skills with the ability to build credibility with tax professionals and lead group enablement sessions.
- High organizational discipline: documentation, backlog tracking, follow-through, and clear status communication.
Preferred Qualifications
- Coding or automation skills (e.g., Python) applied to workflow enablement, document processing, or analytics.
- Familiarity with Microsoft Azure, including exposure to AI services.
- Experience with Azure AI Document Intelligence or similar document extraction/classification tooling.
- Familiarity with Azure DevOps, agile delivery practices, and writing user stories/managing backlogs.
- Experience with tools such as Alteryx or comparable workflow automation tools.
- Open to hiring at Associate or Senior Associate level; scope, title, and compensation will align with experience and qualifications.
- Candidates from across the United States are welcome; remote work is considered.
Compensation & Benefits
- Estimated salary range: $72,700.00 - $144,000.00 per year.
- Compensation decisions consider skill sets, experience, training, licensure, certifications, and organizational needs.
- Benefits include a comprehensive total rewards package.
Location
- United States (remote candidates considered).
Additional Information
- Employment eligibility verification required; no work authorization sponsorship available.
- Equal employment opportunity employer committed to non-discrimination.
- The role requires ethical conduct and integrity.
- The organization follows a merit-based hiring process using objective, job-related criteria.
- Accommodations are available for applicants requiring assistance during the application process.