Why This Job is Featured on The SaaS Jobs
This Senior Manager role stands out in the SaaS landscape because it treats tax as an operational system that can be productized, not just executed. In subscription businesses, recurring close and compliance work scales only when workflows, data handoffs, and controls are designed to be repeatable. The remit here sits at that intersection of finance operations, governed AI usage, and lightweight automation, reflecting how modern SaaS companies increasingly expect back office functions to adopt the same tooling mindset as product and engineering.
For a SaaS career, the durable value is learning how to convert expert judgment into documented processes that withstand audit scrutiny while still improving cycle time. Exposure to prompt design, validation checks, and simple scripting builds practical fluency in automation without requiring a full engineering pivot. Partnering across tax, finance, data, and technical stakeholders also mirrors how SaaS organizations run cross-functional operating models around shared data and standardized runbooks.
This role fits an experienced direct tax operator who prefers structured problem solving and can balance speed with reviewability. It will suit someone motivated by reducing rework through better inputs, clearer documentation, and controlled AI adoption, and who enjoys being the bridge between domain specialists and technical teams.
The section above is editorial commentary from The SaaS Jobs, provided to help SaaS professionals understand the role in a broader industry context.
Job Description
About the Team
The Tax team is building a more scalable operating model for recurring tax work by combining strong tax judgment, practical systems thinking, governed AI usage, and lightweight automation. The team works across direct tax operations, tax systems, data handoffs, documentation, and operator workflows so that income tax work is easier to execute, review, and improve over time.
About the Role
We are looking for an income tax leader who is excited to use AI well, code lightly, and improve how direct tax work gets done. This role is designed for a strong income tax professional who is comfortable with structured problem solving, modern AI tools, and practical workflow improvement, but who does not need to be a full-time software engineer.
You will help turn recurring income tax work into better systems, better operator workflows, and better documentation. That includes using AI tools to accelerate analysis and drafting, building lightweight scripts and checks, improving data and file flows, and making income tax work easier to review, explain, and scale.
In this role, you will:
Designing and improving recurring direct tax workflows using AI tools, structured prompts, light scripting, and practical operator controls.
Using AI to accelerate income tax analysis, documentation, reconciliations, mappings, and exception handling.
Building and maintaining lightweight tools, templates, runbooks, and validation checks that reduce repetitive work.
Partnering with tax, finance, data, and technical teams to improve the flow of information across recurring tax processes.
Identifying workflow bottlenecks, data-quality issues, and manual rework drivers, then turning them into repeatable improvements.
Helping define when AI can safely speed up work and when human review, escalation, or additional controls are required.
Improving the quality of handoffs, documentation, and operator experience across direct tax workflows.
You might thrive in this role if you have:
8+ years of relevant tax experience.
Meaningful experience in income tax operations, income tax systems, or a closely related direct tax process role.
Comfort working with complex spreadsheets, structured data, reconciliations, and recurring close or reporting workflows.
Strong curiosity about AI tools and a practical sense of how to use them productively.
Ability to write or adapt light code or scripts to support workflow automation and validation.
Good judgment in controlled environments where quality, reviewability, and deadlines matter.
Strong communication skills and a habit of turning messy work into clear processes.
Interest in partnering across domain and technical teams.
Experience improving income tax workflows rather than only executing them manually.
Familiarity with process design, controls, or audit-sensitive environments.
Comfort with SQL, Python, or similar lightweight tooling.
CPA preferred.
About OpenAI
OpenAI is an AI research and deployment company dedicated to ensuring that general-purpose artificial intelligence benefits all of humanity. We push the boundaries of the capabilities of AI systems and seek to safely deploy them to the world through our products. AI is an extremely powerful tool that must be created with safety and human needs at its core, and to achieve our mission, we must encompass and value the many different perspectives, voices, and experiences that form the full spectrum of humanity.
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