AutoFile Specialist, Tax

AutoFile Specialist, Tax

What you’ll do

• Own high-risk, cross-functional escalations that do not have a clear playbook
• Ensure timely follow-through and closure on issues, decisions, and action items
• Investigate recurring issues and identify root causes
• Partner cross-functionally to remove blockers and prevent repeat failures
• Bring clarity to ambiguity by connecting people, data, and context
• Serve as an escalation partner for issues requiring leadership visibility, root cause thinking, or coordinated resolution
• Support operational readiness and respond quickly to external changes impacting the organization
• Provide visibility into friction points, risks, and remediation strategies
• Help improve the operator and user experience through prevention, mitigation, and resolution

Who you are

• Clear communicator: You translate complex analysis into insights that drive decisions
• Collaborative partner: You work effectively with operations teams, product, and leadership
• Curious investigator: You naturally ask "why" and don't stop until you understand what's really happening
• Systems thinker: You see how operational pieces connect and look for leverage points for improvement
• Builder mindset: You don't just answer questions—you build infrastructure so teams can answer their own

Minimum requirements

• 3+ years of experience in high-growth operations, escalation management, or process improvement
• Proven ability to investigate complex issues and drive them to resolution
• Ability to manage multiple priorities with urgency and accuracy
• Excellent communication and cross-functional collaboration skills
• Comfort working in ambiguity and high-accountability environments

Preferred qualifications

• Experience with AI, automation, or workflow tools to improve organizational effectiveness
• Understanding of operational workflows (filing processes, user operations, risk management)
• Experience in tax operations, sales tax automation, financial services, or regulated environments
• Familiarity with root cause analysis or continuous improvement methodologies (e.g., Lean, Six Sigma)
• Experience collaborating with operations leads and senior stakeholders on strategy alignment