Tax AI Analyst

Posted 20 Days Ago
Be an Early Applicant
Nashville, TN, USA
In-Office
Mid level
Information Technology • Professional Services • Software • Financial Services
The Role
The Tax AI Analyst will drive the adoption of Generative AI in tax workflows, translating technical needs into actionable user stories, and upskilling practitioners through training and co-building AI-driven processes.
Summary Generated by Built In

About HubSync 

HubSync is a fast-growing SaaS company revolutionizing how top accounting firms manage their client engagement processes. Our cloud-based platform streamlines workflows and automates complex tasks, empowering firms to deliver exceptional client experiences while increasing efficiency. As we continue to scale, we're looking for passionate team members who thrive in a fast-paced, collaborative environment. 

About the Role 

As a Tax AI Analyst, you will sit at the pinnacle of the tax profession’s digital transformation. This is not a traditional tax compliance role; it is a high-impact position designed to drive the adoption of Generative AI and enabling technologies across many of top 100 tax firms in the US. 

You will serve as the "translator" between the technical tax world and the product/technology team. Your day-to-day will involve partnering with Subject Matter Experts (SMEs) to identify manual "jobs to be done," co-building AI-driven workflows, and bringing these solutions to production. 

Key Responsibilities 

  • Requirements Translation: Map complex tax workflows and translate ambiguous needs into actionable user stories and acceptance criteria. 

  • AI-Driven Prototyping: Build out prototypes for feedback and rapid iteration 

  • User Interviews: Perform user interviews, map out processes, and identify opportunities for AI & Automation 

  • Documentation: Create user-facing guidance, job aids, and release notes to drive consistent adoption and excitement across the practice. 

  • Testing: Test new AI features, documenting defects with clear technical context and prioritization. 

  • Data Analysis: Evaluate current processes and usage to inform product decision making and prioritization 

  • Collaboration: Work across engineering, product, QA, and customer teams to scope and deliver products to production 

About You 

Qualifications & Skills 

  • Technical: Ability to quickly learn new concepts and technologies 

  • GenAI: Demonstrated experience using modern AI tools to build systems that automate repetitive processes 

  • Technical Documentation: Ability to translate business needs into product and engineering documentation (User Stories/Backlogs) 

  • User Interviews: Comfortable facilitating user and stakeholder interviews & feedback sessions 

  • Strong communication skills: Ability to translate technical concepts for non-technical audiences 

Preferred "Pluses" 

  • Experience with no-code or low code automation tools 

  • Experience in rapid design & prototyping in tools such as Vercel, Claude code, or figma make 

  • Experience partnering with product and engineering to define requirements and execute data-driven features   

  • Background in engineering or computer science 

  • Bachelor’s degree in Tax, Accounting, or a related discipline 

Why work at HubSync? 

We offer the chance to be at the forefront of the tax industry's evolution within a collaborative, fast-paced SaaS environment. We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. 

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Top Skills

Azure Open Ai
Chatgpt Enterprise
Python
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The Company
HQ: Franklin, Tennessee
57 Employees
Year Founded: 2019

What We Do

HubSync is a cutting-edge tax & accounting technology platform founded by a team of veteran professionals who are passionate about modernizing accounting technology. Frustrated with the limitations of traditional tax & accounting preparation systems, the HubSync team has reimagined the experience from the "outside in" for clients and the "inside out" to dramatically improve CPA productivity. By automating the entire process from beginning to end, HubSync eliminates the need for manual input and outdated systems. The platform dynamically brings all your work to your fingertips in one fully customized view, providing a single place for everything you need. It is designed to be fully customizable to suit your firm's unique needs. Led by a team with decades of tax & accounting experience, HubSync is well-equipped to tackle the challenges in the current tax and accounting technology space. To learn more about how HubSync can revolutionize and automate your workflow, visit hubsync.com and book a demo today. Experience firsthand how this innovative solution can transform your processes and enhance productivity for your firm.

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