Tax AI Associate

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The Tax AI Associate role supports adoption of AI and enabling technologies across 1,000+ tax professionals through 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 "jobs to be done" into usable tools, repeatable workflows, and scalable training.

Key responsibilities include discovery and requirements, enablement and co‑building, and user acceptance testing with a strong emphasis on practical outcomes, user experience, and responsible use within controlled enterprise tools.

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.

AI Enablement & Applied GenAI

• Proficiency using ChatGPT or equivalent enterprise‑grade customizable chat solutions to support knowledge work, workflow acceleration, and responsible use. Ability to translate "prompting" into repeatable playbooks, templates, and workflows.

Requirements & User Story Development

• Ability to elicit requirements, document user stories, define acceptance criteria, and translate ambiguous needs into actionable delivery artifacts.

Training & Facilitation

• Skilled at leading training sessions, office hours, and enablement programs for varied audiences (new hires through senior practitioners), tailoring instruction to different skill levels.

Co‑Building & Tool Configuration

• Capability to assist SMEs in building tools/workflows within structured environments (e.g., ChatGPT, Alteryx, proprietary tools), while following governance, risk, and quality standards.

Quality, Testing, and Feedback Systems

• Discipline in UAT planning, test‑case development, feedback capture, defect documentation, and iterative improvement cycles.

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.

• Partner with tax SMEs to map technical tax workflows and identify high‑value "jobs to be done" 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 that 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 (templates, playbooks, reusable prompts, 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.
• Partner across tax practitioners and SMEs, tax leadership/enablement leaders, technology/product teams, and risk/compliance/security stakeholders.

• 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…