HubSync is a fast-growing SaaS company revolutionizing how top accounting firms manage their client engagement processes. Our cloud-based platform streamlines workflows and automates complex tasks, empowering firms to deliver exceptional client experiences while increasing efficiency. As we continue to scale, we're looking for passionate team members who thrive in a fast-paced, collaborative environment.
About the Role
As a Tax AI Analyst, you will sit at the pinnacle of the tax profession’s digital transformation. This is not a traditional tax compliance role; it is a high-impact position designed to drive the adoption of Generative AI and enabling technologies across a practice of 1,000+ tax professionals.
You will serve as the "translator" between the technical tax world and the product/technology team. Your day-to-day will involve partnering with Subject Matter Experts (SMEs) to identify manual "jobs to be done," co-building AI-driven workflows, and leading the training sessions that turn experimental AI into a standard firm-wide capability.
Key Responsibilities
Requirements Translation: Partner with tax SMEs to map technical workflows (e.g., M-1 adjustments, provision analysis) and translate ambiguous needs into actionable user stories and acceptance criteria.
AI Enablement & Training: Design and lead live enablement sessions, "office hours," and recorded training modules to upskill practitioners from new hires to senior partners.
Co-Building & Prompt Engineering: Work side-by-side with tax practitioners to build AI-enabled workflows within enterprise-grade tools (e.g., Azure Open AI, ChatGPT Enterprise).
Standardization: Convert one-off successes into reusable assets, playbooks, and organizational prompts.
Quality Assurance & Testing: Lead User Acceptance Testing (UAT) for new AI features, documenting defects with clear technical context and prioritization.
Change Management: Create user-facing guidance, job aids, and release notes to drive consistent adoption and excitement across the practice.
About You
Qualifications & Skills
Tax Domain Expertise: Bachelor’s degree in Tax, Accounting, or a related discipline. You must be fluent in tax concepts to engage SMEs in deep technical discussions.
Applied GenAI Proficiency: Demonstrated experience using ChatGPT or similar LLMs to accelerate knowledge work. You understand that "prompting" is about structure, context, and iterative refinement.
Technical Documentation: Ability to translate business needs into structured documentation (User Stories/Backlogs).
Communication Powerhouse: Comfortable presenting to large groups and building immediate credibility with senior tax leadership.
Organizational Discipline: High level of follow-through; you excel at documentation, backlog tracking, and status communication.
Preferred "Pluses"
Experience with Azure DevOps and Agile delivery practices.
Familiarity with workflow automation platforms.
Technical skills in Python or data analytics applied to document processing.
Exposure to Azure AI Document Intelligence or similar OCR/Classification tools.
Bilingual: Proficiency in Spanish and English is a plus.
Why work at HubSync?
We offer the chance to be at the forefront of the tax industry's evolution within a collaborative, fast-paced SaaS environment. We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.