Operational Tax Specialist, AI

Key Responsibilities

• Identify and implement process improvements across operational tax-related activities.
• Support the standardization, documentation, and optimization of business processes.
• Monitor operational performance, controls, and key metrics to drive continuous improvement.
• Analyze workflows and identify opportunities to reduce manual effort and operational risk.
• Collaborate with cross-functional stakeholders to improve end-end processes.
• Leverage AI, automation, and digital tools to streamline operational and tax processes.
• Develop solutions using Microsoft Copilot, Power Automate, Power Apps, Power BI, and related technologies.
• Support the adoption of AI tools to improve productivity, reporting, and decision-making.
• Evaluate emerging technologies and identify opportunities to enhance operational effectiveness.
• Participate in automation and digital transformation initiatives.
• Support operational tax processes including data collection, reporting, reconciliations, and process controls.
• Assist in managing tax-related data and ensuring information is accurate, complete, and timely.
• Partner with tax subject matter experts to improve compliance and reporting processes.
• Help identify and resolve operational issues impacting tax filings, reporting, and governance activities.
• Support tax technology and transformation projects across the organization.
• Analyze large datasets to identify trends, process inefficiencies, and improvement opportunities.
• Build dashboards and management reports to support operational decision-making.
• Promote data quality standards and assist with data governance activities.
• Translate analytical findings into actionable business recommendations.

Requirements & Tech Stack

• Bachelor's degree in Business, Finance, Accounting, Operations, Technology, Data Analytics, or a related discipline.
• Experience in operations, business process improvement, transformation, analytics, or a related field.
• Experience using AI and automation tools in a business environment.
• Strong analytical, problem-solving, and process improvement skills.
• Advanced Microsoft Excel skills.
• Strong communication and stakeholder management capabilities.

Preferred

• Experience with Microsoft Copilot, Power BI, Power Automate, Power Apps, Alteryx, SQL, or Python.
• Exposure to tax, finance, accounting, or regulatory reporting processes.
• Understanding of operational tax compliance requirements such as withholding tax, indirect tax, or information reporting processes.
• Experience supporting transformation, automation, or technology implementation projects.
• Curious to explore how AI can improve how we build, deliver, and optimize workflows, with sound judgment for validating outputs and aligning with policies, risk standards, and ethical use.

Key Competencies

• Operational Excellence
• AI & Digital Innovation
• Process Automation
• Data Analysis & Insights
• Continuous Improvement
• Tax & Finance Operations Awareness
• Stakeholder Management
• Problem Solving
• Change Management
• Collaboration