[Hiring] Finance & Revenue Operations Lead @TaxGPT Inc.

Role Description

We are looking for a Finance & Revenue Operations Lead to own the systems, data, and rhythm behind TaxGPT's revenue engine. We have grown fast on a motion that combines sales-led and self-serve, supported by a fast-scaling team. As we continue to grow, we are investing in a dedicated owner for the operational and financial layer:

• A unified view of revenue across our systems and the books.
• A forecast leadership can use.
• Automation that lets a lean team punch far above its weight.

You will own revenue operations and financial reporting end to end, working daily with sales leadership and partnering closely with our CEO and CRO. In your first quarter, you will:

• Take ownership of our internal systems.
• Establish a forecasting and reporting cadence.
• Build the funnel and revenue reporting that shows us where deals accelerate, where they slow, and what drives wins.

You will run the financial data behind our internal dashboards, board and investor reporting, and you'll be the go-to person for the team's questions about revenue, billing, and financials. This is a builder role with real ownership: the systems you design become how TaxGPT sells, reports, and learns.

Qualifications

• 5+ years in Revenue Operations, Sales Operations, Finance Operations, or GTM Engineering at B2B SaaS companies, ideally through a scale-up phase.
• Expert-level HubSpot and Stripe skills: you have owned an instance, not just worked in one.
• Demonstrated success using AI tools and models to multiply a team's output.
• You have built forecasting, planning, funnel, or financial reporting that leadership actually ran on.
• Working knowledge of SaaS metrics and revenue recognition fundamentals.
• Comfortable owning revenue and finance systems: you set your own roadmap and hold your own with sales leaders, marketing, and founders.
• Excellent analytical, organizational, and communication skills.
• Proficient with collaboration tools like Slack, Google Workspace, and Fathom.

Requirements

• Experience building a RevOps or finance operations function from scratch.
• SQL skills for pulling your own answers out of the data, and experience with a BI tool.
• Familiarity with subscription analytics workflows and with accounting systems.
• Exposure to PLG funnels and product usage data in a sales-assist motion.
• Experience building or evaluating AI agents, retrieval systems, or internal knowledge bases.
• CPA, Big 4, or consulting background (a plus, not required).

Benefits

This is a builder role with real ownership: the systems, data, and automation you design become how TaxGPT sells, reports, and learns, shaping how thousands of firms adopt AI-powered tax workflows while giving a lean, fast-moving team the leverage to punch far above its weight.