Operations Insights, Tax

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