About The Position

Design AI-powered experiences that transform tax and accounting workflows. As a Senior CX/UX Designer, your mission is to create user-facing experiences that incorporate AI, machine learning, and automation into tax and accounting workflows, with a primary focus on an AI-powered tax research and guidance experience. You will design solutions that help tax professionals ask better questions, find trusted answers faster, and confidently interpret complex and evolving tax regulations. This includes rapidly moving from hypothesis to validated customer journeys by creating multi modal prototypes and simulations, using lightweight coding concepts and AI assisted development to explore interactions and accelerate design to delivery collaboration with engineering partners. You will collaborate closely with cross-functional teams to deliver intuitive, compliant, and scalable agentic experiences that support tax research, contextual guidance, and in-the-moment decision making. Tax and accounting professionals rely on accurate, explainable, and timely answers to navigate complex regulatory environments. AI can significantly improve how professionals discover, understand, and apply tax guidance, but only if designed responsibly. This role ensures that AI-driven research and answer experiences are intuitive, transparent, compliant, and user-centric. Success looks like agentic solutions improving the speed, confidence, and accuracy of tax research and question answering workflows. AI-driven answers are transparent, trustworthy, and aligned with regulatory and editorial standards. Solutions meet regulatory compliance, data privacy, and accessibility standards. Prototypes and design systems accelerate delivery without compromising quality.

Requirements

  • 2yr+ minimum in role plus 1yr+ (AI Innovation)
  • Prototyping: Strong ability to create high-fidelity interactive prototypes.
  • Proven experience designing AI-powered user experiences for enterprise applications.
  • Familiarity with agentic workflows, automation principles, ML concepts, and systems design.
  • Expertise in enterprise UX for regulated domains, with tax planning, compliance, or accounting experience preferred.
  • Strong understanding of data privacy, compliance, and ethical AI.
  • Wireframing: Advanced skills in creating detailed and user-centered wireframes and user flows.
  • User Research: Proficiency in planning, conducting, and analyzing comprehensive user research studies.
  • Working knowledge of front-end development concepts such as HTML, CSS, and component-based systems, and experience using AI-assisted tools to prototype interactions and accelerate iteration.
  • Usability Testing: Expertise in leading usability tests and deriving impactful design insights.
  • Advanced prototyping and design system integration skills.
  • Experience facilitating design thinking workshops and JTBD mapping.
  • Collaboration: Excellent communication and teamwork skills to align cross-functional efforts.
  • Presentation: Advanced skills in presenting design rationale and user research findings.
  • Accessibility: Competence in designing accessible user experiences according to standards.
  • Must be legally authorized to work in the United States without employer sponsorship, now or in the future.

Responsibilities

  • Lead the design of user-facing agentic workflows for tax and accounting professionals, including AI-driven tax planning, scenario analysis, and projection-based experiences, and deliver high-fidelity prototypes for complex projects such as predictive UX and conversational interfaces
  • Collaborate with research partners to plan and conduct comprehensive user research studies and usability tests focused on planning, what-if analysis, and decision confidence.
  • Create tax and accounting solutions tailored for compliance-heavy environments in North America, with an understanding of planning considerations across filing status, income, deductions, and future events.
  • Synthesize research findings into actionable design recommendations.
  • Develop and uphold design systems and ensure consistency across products.
  • Mentor junior team members and provide constructive feedback on their work.
  • Drive collaboration with product managers, engineers, and other stakeholders as part of the empowered product team to align design goals with business objectives and bring designs to life.
  • Drive the iterative design process based on user feedback and usability testing.
  • Stay up to date with the latest UX design trends and technologies.
  • Present and defend design decisions based on user research and best practices.
  • Ensure adherence to financial data privacy, security, and WCAG accessibility standards.

Benefits

  • Medical, Dental, & Vision Plans
  • 401(k)
  • FSA/HSA
  • Commuter Benefits
  • Tuition Assistance Plan
  • Vacation and Sick Time
  • Paid Parental Leave
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