2027 Tax Operations and Innovation Entry Staff Level
This entry-level role in Tax Operations and Innovation at Confidential Client supports the tax department by developing and implementing technology solutions to automate and improve tax processes across diverse industries. The position involves collaborating with tax experts to design and deploy tools, managing multiple projects, and contributing to strategic technology initiatives that enhance operational efficiency and client service. The role offers exposure to tax technology strategy, vendor analysis, and change management within a supportive and inclusive firm culture.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting, Tax, Consulting and Wealth Management.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Overview
Confidential Client is hiring an entry-level member for their Tax Operations and Innovation team. This role supports the tax department by developing and implementing tax technology solutions, process improvements, and tools that increase efficiency for engagement teams across industries such as manufacturing & distribution, real estate & construction, business & industrial services, private equity, and wealth management.
What You’ll Do
You will be part of a team focused on automating, standardizing, and modernizing tax workflows. Typical responsibilities include:
- Participate in development and implementation of a tax technology strategy/roadmap.
- Help develop low-code/no-code solutions and automate routine tax processes.
- Collaborate with Tax Subject Matter Experts to design, develop, test, deploy, and maintain tools and templates for engagement teams.
- Support adoption of internal and 3rd-party tax software and integrations (APIs).
- Assist with vendor evaluations and strategic research on advanced technology.
- Contribute to change management, training, and deployment efforts.
- Use basic project and process management skills to manage multiple concurrent projects.
- Identify product development opportunities aligned with the practice’s growth initiatives.
- Network across teams and contribute to internal standards and processes.
- Bring an innovative, problem-solving mindset to team projects.
Qualifications
- Bachelor’s degree in accounting, tax, accounting information systems, data analytics, or related field.
- Minimum cumulative GPA of 3.0 preferred.
- Strong problem-solving, communication, and analytical skills.
- Intermediate to advanced Excel skills required.
- Working knowledge of Power BI, Power Automate, APIs, and SQL preferred.
- Pursuing a CPA license is a plus.
- Ability to work collaboratively in a predominantly in-person model while leveraging flexibility with your supervisor and team.
- Legally authorized to work in the United States without sponsorship (exception may apply for qualified bilingual candidates in Japanese/English or Chinese/English).
Compensation & Benefits
- The posted compensation range for this role (applicable in CO, IL, OH, and MA) is: $77,000.00 - $83,000.00 (base salary).
- Eligible staff may receive a benefits package including health, dental, vision, disability, life insurance, Flexible Time Off, 401(k), and potential discretionary bonus programs. Some contingent staff may be eligible for limited paid sick time and health insurance options.
- Additional details (eligibility and contribution requirements) vary by employment status and hours worked.
Workplace & Legal Notes
- Confidential Client maintains a drug-free workplace.
- Due to volume of interest, only candidates selected for interviews will be contacted.
- Unsolicited resumes from search firms or agencies will not be paid a fee.
- Under Colorado’s Job Application Fairness Act, applicants have the right to redact age- or education-related dates from submitted documents prior to application if applying to Colorado roles.
Preferred / Nice-to-Have
- Hands-on experience with tax or accounting technology projects (internships or coursework).
- Familiarity with data visualization and automation tools (Power BI, Power Automate).
- Exposure to SQL, APIs, or scripting to support integrations.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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