Operations Insights, Tax
Operations Insights analyst investigating tax operational performance, building dashboards and reporting tools, and translating data into actionable recommendations for leadership.
About the job
Responsibilities
- Investigate operational performance: Conduct deep-dive analyses to uncover why metrics change, distinguish signal from noise, and identify root causes across filing operations, user operations, and risk workflows
- Partner with operations teams: Work directly with operational teams to analyze workflows, understand user behavior, and translate findings into actionable recommendations
- Improve measurement rigor: Refine metric definitions, ensure data reliability, and strengthen how we measure operational performance across the organization
- Support experiments and improvements: Apply statistical analysis to evaluate the impact of operational changes and experiments
- Enable operational observability: Create systems, dashboards, and self-serve reporting tools that allow operational teams to explore and interpret performance data on their own and reduce recurring data requests
- Communicate insights to leadership: Prepare clear, compelling operational insights for leadership reviews and strategic planning discussions
Requirements
- 3+ years of experience in operations analytics, business intelligence, or data analysis
- Strong SQL skills and experience working with large operational datasets
- Experience building dashboards and reporting tools (e.g., Tableau, Looker, or similar)
- Demonstrated ability to conduct investigations and identify root causes in operational data
- Clear communication skills—able to explain technical findings to non-technical audiences
- Comfort with ambiguity and ability to structure open-ended analytical problems
Nice-to-Haves
- Experience in tax operations, financial services, or regulated operational environments
- Familiarity with statistical analysis and experimentation frameworks
- Experience with Python or R for data analysis
- Background working closely with operations or product teams to improve processes
- Demonstrated ability to leverage AI and automation to transform data in actionable insights
Skills
SQL, Tableau, Looker, Python, R, Statistical Analysis, Experimentation, Data Analysis, Business Intelligence, Dashboarding
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