Tax Operations Manager
harvey
Híbrido
San Francisco
Finance
Job Score
90 pts
Hybrid model (+80)
Finance (+10)
Why Harvey
At Harvey, we’re transforming how legal and professional services operate. By combining frontier agentic AI, an enterprise-grade platform, and deep domain expertise, we’re reshaping how critical knowledge work gets done for decades to come.
This is a rare chance to help build a generational company at a true inflection point. We have strong product-market fit and world-class investor support. We’re scaling fast and defining a new category in real time. The work is ambitious, the bar is high, and the opportunity for growth — personal, professional, and financial — is unmatched.
Our team moves fast, takes ownership, and is deeply committed to the mission — operating with intensity, staying close to our customers, and pushing each other for excellence. We live by three values: Decisiveness, Simplicity, and Job's Not Finished. We act quickly on clear judgment over perfect information, we believe simplicity is what scales, and we're never satisfied with where we are. If you want to do the best work of your career alongside people who share that drive, we'd love to build with you.
At Harvey, the future of professional services is being written today — and we’re just getting started.
Role Overview
The Tax Operations Manager will be responsible for Harvey’s Global Tax Compliance and Operation aspect of the tax function, which includes, global direct and indirect tax compliance, tax accounting and provision (ASC 740) and tax technology. The ideal candidate is hands-on, possesses a strong eye for details, is a strategic thinker, and is passionate about evolving traditional spreadsheet processes through technology. We are looking for someone that can thrive in an exceptionally fast-paced environment and is excited to build and enhance our processes from an early stage.
What You'll Do
Global Tax Compliance
Support direct and indirect tax compliance and return preparation in partnership with third party tax advisors.
Oversee global tax compliance calendar and ensure timely filing and payment across all multiple jurisdictions.
Develop and maintain tax documentation and support all audit processes.
Establish standardized processes for global tax compliance.
Tax Operations and Provision
Support routine tax provision process, including deferred tax calculations and tax disclosures with the support of external tax advisors.
Maintain and develop documentation on technical tax positions.
Provide strategic oversight and technical input for tax provision methodology and process improvements.
Support monthly tax close process, including, calculation of above-the-line tax accruals and account reconciliations for all legal entities.
Coordinate with external auditors on periodic audits.
Process & Team Collaboration
Drive continuous improvement and automation in tax operations through process optimization and technology implementation.
Build and maintain strong internal controls and documentation for SOX compliance.
Collaborate across finance, accounting, and other cross-functional teams to ensure accurate tax data flows.
What You Have
6+ years of experience of progressive corporate tax experience.
CPA License and/or advanced degree in taxation and accounting.
Experience in high-growth SaaS and public accounting with experience in tax operation, provision and compliance.
Experience with managing and building organization around operational processes.
Strong analytical and problem-solving skills with attention to detail.
Strong command of Microsoft Office applications, Netsuite, and experience with Anrok is a plus.
Curiosity on the role of AI in the field of tax operations.
Compensation
$117,400-176,000 USD
Depending on your location, an Applicant Privacy Notice may apply to you. You can find all of our Applicant Privacy Notices [here].
#LI-BG1
Harvey is an equal opportunity employer and does not discriminate on the basis of race, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law.
We are committed to providing reasonable accommodations to applicants with disabilities, and requests can be made by emailing accommodations@harvey.ai
What did you think of this job?
Loading comments...
About Finance
The Finance area in technology companies combines traditional financial knowledge with advanced digital tools. FP&A, controlling, and corporate finance professionals are essential for the organization's financial health.
Key skills include financial modeling, metrics analysis (MRR, ARR, LTV, CAC), ERP (SAP, Oracle), and BI tools. Certifications like CFA and CPA-20 are differentiators.
The financial sector offers stable opportunities with competitive salaries, especially in fintechs and large technology companies.
Discover Other Areas
Understand the scope of work, key skills, and tools used in different career areas.
About Traffic Analyst
The Traffic Analyst (paid media/performance specialist) is the professional responsible for creating, managing, and optimizing sponsored ad campaigns on digital platforms such as Google Ads, Meta Ads, LinkedIn Ads, and TikTok Ads. They monitor conversion metrics, analyze return on investment (ROAS), perform A/B testing on ads and landing pages, and manage the marketing budget to maximize lead generation and qualified sales.
About Content
The Content and Social Media area is essential for building digital presence and audience engagement. Professionals create content strategies, manage social networks, and develop impactful brand narratives.
Key skills include copywriting, storytelling, community management, metrics analysis, audiovisual production, and knowledge of each platform algorithms.
With the growth of influencer marketing and social commerce, this area continues to generate new career opportunities.
About Office Suite
Proficiency in Office Suite is an essential skill for professionals across various areas. Microsoft Excel, Word, PowerPoint, and Outlook are fundamental tools in the corporate day-to-day, while Google Workspace and other collaborative solutions are gaining increasing space.
Key skills include advanced Excel (formulas, pivot tables, Power Query, VBA/Macros), Word (formatting, mail merge, styles), PowerPoint (presentation design, animations), Outlook (email and calendar management), and collaborative tools like Google Sheets, Notion, and Airtable.
Professionals with advanced Office Suite proficiency are valued in administrative, financial, data, and operational areas. Microsoft Office Specialist (MOS) certifications are important differentiators. The combination of advanced Excel with data analysis skills is one of the most in-demand competencies in the market.
About Talent Acquisition
Talent Acquisition is the strategic area responsible for attracting, selecting, and hiring the best professionals for the organization. Unlike traditional recruitment, TA acts as a strategic business partner, aligning talent acquisition with the company's long-term objectives.
Key skills include advanced sourcing, employer branding, labor market analysis, talent pipeline management, and candidate experience. Tools like LinkedIn Recruiter, ATS (Greenhouse, Lever, Ashby), and assessment platforms are essential.
TA professionals in technology companies are highly valued, especially those who master tech sourcing, workforce planning, and recruitment metrics like time-to-hire and cost-per-hire.
About Business Analysis
The Business Analyst (BA) is the professional responsible for identifying problems, opportunities, and solutions in organizational processes, acting as a bridge between business areas and the technology development team. They gather and specify requirements, map value streams, design future processes, and help ensure that software deliveries align with the company's strategic goals.
Comments 0