Senior Manager, Direct Tax AI Systems and Operations

OpenAI OpenAI · AI Frontier · San Francisco, CA · Finance

This role focuses on improving direct tax workflows by leveraging AI tools, light scripting, and automation. The primary responsibility is to enhance operational efficiency and data flow within tax processes, rather than directly building AI models.

What you'd actually do

  1. Designing and improving recurring direct tax workflows using AI tools, structured prompts, light scripting, and practical operator controls.
  2. Using AI to accelerate income tax analysis, documentation, reconciliations, mappings, and exception handling.
  3. Building and maintaining lightweight tools, templates, runbooks, and validation checks that reduce repetitive work.
  4. Partnering with tax, finance, data, and technical teams to improve the flow of information across recurring tax processes.
  5. Identifying workflow bottlenecks, data-quality issues, and manual rework drivers, then turning them into repeatable improvements.

Skills

Required

  • 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

Nice to have

  • CPA preferred

What the JD emphasized

  • AI tools
  • lightweight scripts
  • workflow improvement
  • structured problem solving
  • practical workflow improvement
  • light code or scripts
  • structured data
  • process design
  • controls