Tax Technology Lead, Senior Associate: Drive indirect tax & info reporting automation. Build & maintain Alteryx workflows, Tableau dashboards, & data pipelines for real-time metrics delivery. Improve operational efficiency by standardizing automation components & defining exception handling routines. Collaborate cross-functionally to integrate tax changes into automation logic. 2+ years of hands-on experience required in Alteryx, Tableau, & SQL. Excel, and strong problem-solving skills essential.
Full Job Description
Location: Plano, TX, United States
Help shape how tax operations use data and automation to deliver accurate, well-controlled reporting. In this role, you will build scalable workflows, dashboards, and controls that improve quality, reduce manual effort, and support timely outcomes. You will work closely with cross-functional partners to translate requirements into practical, repeatable solutions. You will also coach teammates and promote consistent standards across automation delivery. If you enjoy solving problems at the intersection of process, data, and technology, this role offers meaningful impact.
As a Tax Technology Lead, Senior Associate in Indirect Tax and Information Reporting team, you will design, build, and operate automation, controls, and reporting solutions that improve data integrity, operational efficiency, and compliance outcomes. You will partner with tax, operations, product, and technology stakeholders to translate requirements into scalable technical solutions. You will also support capability building by coaching associates on disciplined delivery, testing, documentation, and production support.
Job responsibilities
Design, build, and maintain automated workflows and reporting pipelines supporting indirect tax and information reporting processesBuild and maintain Alteryx workflows to automate reporting, reconciliation, and completeness/validation checks across relevant jurisdictions and datasetsDevelop and maintain data pipelines and Tableau dashboards to track operational metrics and service levels, including extracting metrics from Jira where applicableProduce and deliver daily, weekly, and monthly reporting packages for operational and management audiencesIdentify manual pain points and drive process improvements by standardizing reusable automation components and monitoring performance over timeEngineer preventative and detective controls (completeness, validity, and reconciliation checks) and define exception handling routinesUpdate automation logic and control frameworks in response to tax or regulatory changes impacting supported processesPerform data integrity checks, investigate breaks, and partner with technology and operations teams on root-cause analysis and remediationConduct workflow/design reviews and provide coaching on documentation, testing discipline, and production support practicesPromote shared standards and reusable patterns across automation and reporting use casesCoordinate dependencies and execution across stakeholders to support timely delivery of agreed outcomesRequired qualifications, capabilities, and skills
Bachelors degree in Business, Accounting, Finance, Computer Science, or a related field2 years of hands-on experience using Alteryx for workflow automation2 years of hands-on experience using Tableau for dashboarding and operational reportingExperience designing data validation, reconciliation, and exception handling controls to support accurate reportingAbility to extract and report operational metrics from Jira (including use of Jira Query Language when needed)Working knowledge of SQL and experience partnering with technology teams to resolve defects through structured issue managementStrong analytical and problem-solving skills, with clear written and verbal communication and the ability to manage multiple priorities with attention to detailPreferred qualifications, capabilities, and skills
Experience with enterprise resource planning systems and cloud data platforms (e.g., PeopleSoft, Snowflake, or similar)Experience in process mapping, requirements writing, and continuous improvement initiatives that reduce manual effort and improve control qualityAdvanced proficiency in Microsoft Excel and strong working knowledge of PowerPoint and Word for management-ready reporting and documentationDeveloping experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes
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Lead tax automation and reporting solutions that strengthen data quality, controls, and operational efficiency.
