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Operations Insights, Tax

United StatesRevenue OperationsRemote3+ YOE
Summary

Operations Insights analyst investigating tax operational performance, building dashboards and reporting tools, and translating data into actionable recommendations for leadership.

About the role

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
SQLTableauLookerPythonRStatistical AnalysisExperimentationData AnalysisBusiness IntelligenceDashboarding