AutoFile Specialist, Tax

The shape of it

In the posting’s own words

The Complex Tax Operations team supports the TaxJar product and broader Tax Operations and Delivery teams by increasing operational effectiveness. The team resolves complex operational issues and escalations while helping the organization to support new capabilities before they scale.

What it asks for · 10

• 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
• 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

Also a plus

• 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

What the job covers

• 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

Tools and skills named

Words the posting leans on

• operational8×
• operations7×
• issues6×
• complex5×
• escalations5×
• experience5×
• improvement4×
• requirements4×
• partner3×
• resolution3×
• support3×
• tax operations3×
• ambiguity2×
• analysis2×
• answer2×
• automation2×

Counted from the posting after the mission statement and the legal notices are set aside. The ones near the top are the ones a screener is looking for.

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