Role Description
The Tax AI Senior Associate role supports adoption of AI and enabling technologies across 1,000+ tax professionals through a combination of enablement, requirements translation, co-building, and disciplined testing. This role sits at the intersection of tax technical work and AI/technology execution, partnering with tax subject matter experts (SMEs) and product/technology teams to translate real tax โjobs to be doneโ into usable tools, repeatable workflows, and scalable training.
You will contribute to end-to-end delivery across the lifecycle:
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Discovery and requirements
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Enablement and co-building
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User acceptance testing and iterative improvement
With a strong emphasis on practical outcomes, user experience, and responsible use within controlled enterprise tools.
Qualifications
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Tax Domain Fluency: Working knowledge of tax concepts and the ability to engage tax SMEs in detailed discussions to understand workflows, pain points, risks, and decision points.
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AI Enablement & Applied GenAI: Proficiency using ChatGPT or equivalent enterprise-grade customizable chat solutions to support knowledge work, workflow acceleration, and responsible use.
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Requirements & User Story Development: Ability to elicit requirements, document user stories, define acceptance criteria, and translate ambiguous needs into actionable delivery artifacts.
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Training & Facilitation: Skilled at leading training sessions, office hours, and enablement programs for varied audiences (new hires through senior practitioners).
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Co-Building & Tool Configuration: Capability to assist SMEs in building tools/workflows within structured environments (e.g., ChatGPT, Alteryx, proprietary tools).
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Quality, Testing, and Feedback Systems: Discipline in UAT planning, test-case development, feedback capture, defect documentation, and iterative improvement cycles.
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Communication & Change Enablement: Strong written and verbal communication; ability to produce user-facing guidance (job aids, instructions, FAQs), internal updates, and adoption materials that drive behavior change.
Requirements
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Bachelorโs degree in Tax, Accounting (with tax focus), or equivalent tax-related discipline.
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Demonstrated tax-domain understanding sufficient to engage in technical workflow discussions and translate work into requirements.
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Proficiency with ChatGPT or equivalent enterprise-grade customizable AI chat tools.
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Strong interpersonal skills with the ability to build credibility with tax professionals and lead group enablement sessions.
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High organizational discipline: documentation, backlog tracking, follow-through, and clear status communication.
Benefits
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Comprehensive total rewards package.
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Inclusive culture that values diversity.
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Consistent meetings with a Career Coach to guide career goals and aspirations.