Job Details

A company is looking for a Tax & Accounting Operations Specialist to enhance client communication through AI solutions.Key ResponsibilitiesIdentify breakdowns in client communication and workflow bottlenecks within accounting and tax firmsRun discovery conversations to uncover inefficiencies in tax preparation, filing, and client servicingTranslate day-to-day processes into structured AI-driven voice workflows and support the sales process with insightsRequired QualificationsExperience in tax, accounting, or bookkeeping environments (public or private)Strong understanding of client communication cycles, particularly during peak seasonsExperience managing or supporting high volumes of client inquiries and follow-upsAbility to articulate operational pain points and map them to solutionsComfortable working with technical teams to implement automation