Operations Insights, Tax

The Operations Performance & Enablement Team supports the TaxJar product and broader Tax Operations teams by using data to drive better decisions and continuous improvement. We make performance visible, decisions deliberate, and improvement repeatable—acting as a force multiplier by uncovering insights early, transl...

We're looking for an Operations Insights analyst to help us understand and improve how our Tax operations scale and deliver. In this role, you'll investigate operational performance, analyze data to uncover meaningful patterns, and build reporting infrastructure that enables teams to make better decisions. You'll wo...

This role is ideal for someone who excels at digging into robust operational data, asking "why" repeatedly, and building systems that help others find answers independently.

We're looking for an Operations Insights analyst to help us understand and improve how our Tax operations scale and deliver. In this role, you'll investigate operational performance, analyze data to uncover meaningful patterns, and build reporting infrastructure that enables teams to make better decisions. You'll work at the intersection of data analysis, operations, and product insights—translating complex operational data into clear insights that drive action.
This role is ideal for someone who excels at digging into robust operational data, asking "why" repeatedly, and building systems that help others find answers independently.
Investigate operational performance: Conduct deep-dive analyses to uncover why metrics change, distinguish signal from noise, and identify root causes across filing operations, user operations, and risk workflows
Partner with operations teams: Work directly with operational teams to analyze workflows, understand user behavior, and translate findings into actionable recommendations
Improve measurement rigor: Refine metric definitions, ensure data reliability, and strengthen how we measure operational performance across the organization
Support experiments and improvements: Apply statistical analysis to evaluate the impact of operational changes and experiments
Enable operational observability: Create systems, dashboards, and self-serve reporting tools that allow operational teams to explore and interpret performance data on their own and reduce recurring data requests
Communicate insights to leadership: Prepare clear, compelling operational insights for leadership reviews and strategic planning discussions

We’re looking for someone who meets the minimum requirements to be considered for the role. If you meet these requirements, you are encouraged to apply. The preferred qualifications are a bonus, not a requirement.
Curious investigator: You naturally ask "why" and don't stop until you understand what's really happening
Systems thinker: You see how operational pieces connect and look for leverage points for improvement
Builder mindset: You don't just answer questions — you build infrastructure so teams can answer their own
Clear communicator: You translate complex analysis into insights that drive decisions
Collaborative partner: You work effectively with varied operations teams, product, engineering, and leadership
3+ years of experience in operations analytics, business intelligence, or data analysis
Strong SQL skills and experience working with large operational datasets
Experience building dashboards and reporting tools (e.g., Tableau, Looker, or similar)
Demonstrated ability to conduct investigations and identify root causes in operational data
Clear communication skills—able to explain technical findings to non-technical audiences
Comfort with ambiguity and ability to structure open-ended analytical problems
Experience in tax operations, financial services, or regulated operational environments
Familiarity with statistical analysis and experimentation frameworks
Experience with Python or R for data analysis
Background working closely with operations or product teams to improve processes
Demonstrated ability to leverage AI and automation to transform data in actionable insights