Tax AI Associate

Overview

Join the Tax AI Associate team s role drives adoption of AI and technology across more than 1,000 tax professionals, translating real tax workflows into repeatable tools, scalable training and disciplined testing.

The Tax AI Associate sits at the intersection of tax technical work and AI/technology execution. You partner with tax subject matter experts and product/technology teams to translate tax “jobs to be done” into usable tools, repeatable workflows and scalable training in a controlled enterprise environment.

Tax Domain Fluency

• Working knowledge of tax concepts and 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 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.
• 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.
• 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.

• 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 ChatGPT or equivalent enterprise-grade customizable AI chat tools, including ability to produce repeatable workflows and guidance (not just ad hoc usage).
• Strong interpersonal skills with the ability to build credibility with tax professionals and lead group enablement sessions.
• High organizational discipline: documentation, backlog tracking, follow-through, and clear status communication.

• Coding or automation skills (e.g., Python) applied to workflow enablement, document processing or analytics.
• Familiarity with Microsoft Azure, including exposure to AI services.
• Experience with Azure AI Document…