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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

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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 UI Design

The User Interface (UI) Design area focuses on creating and designing all the visual elements that users interact with in a digital product. This includes screens, buttons, icons, typography, color palettes, and responsive layouts, ensuring an aesthetically pleasing, consistent, and easy-to-use interface. Skills in tools like Figma and knowledge of design systems are essential.

About Account Manager

The Account Manager is the professional responsible for managing and expanding the relationship with clients after the sale. They act as a strategic partner, ensuring satisfaction, retention, and account growth, connecting client needs with company solutions.

Key skills include relationship management, negotiation, upsell and cross-sell, contract renewal, account planning, business reviews, metrics analysis (NPS, churn, LTV), and CRM knowledge (Salesforce, HubSpot). Communication, empathy, and business vision are fundamental differentiators.

Account Managers in technology and SaaS companies are highly valued, especially those who can increase recurring revenue (MRR/ARR) through account expansion and churn prevention. The field offers opportunities from account executive to director of accounts, with a focus on strategic relationship, revenue growth, and customer success.

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.

About Ecommerce Analyst

The Ecommerce Analyst is the professional responsible for analyzing online sales data, buyer behavior, and virtual store performance to guide strategic decisions. They combine data analysis with ecommerce knowledge to optimize conversion, average order value, and return on investment.

Key skills include Google Analytics (GA4), Hotjar, conversion funnel analysis, cohort analysis, customer segmentation, pricing analysis, and ecommerce metrics (CAC, CLV, AOV, conversion rate). Knowledge of SQL, Power BI, Google Tag Manager, and platforms like Shopify and VTEX is a differentiator.

Ecommerce Analysts in technology companies are highly valued, especially those who can turn buyer behavior data into actionable insights to increase revenue and reduce cart abandonment. The field offers opportunities from junior analyst to ecommerce analytics manager.

About Human Resources

The Human Resources area is responsible for all people management in organizations, from attracting and selecting talent to developing, retaining, and ensuring employee well-being. HR professionals are fundamental to building strong organizational cultures and engagement.

Key skills include recruitment and selection, compensation and benefits management, learning and development (L&D), organizational climate, employee engagement, labor law, labor relations, and HR tools (Workday, SAP SuccessFactors, Bamboo HR). Knowledge of people analytics and data-driven HR is a differentiator.

HR professionals in technology companies are highly valued, especially those who master employer branding, people analytics, and talent retention strategies. The field offers opportunities from HR analyst to Chief People Officer, with a focus on culture, engagement, and people growth.

Career Guides

Technology Career Guide

Planning, skills, interviews, and professional growth in IT, Data Science, DevOps, and Product.

Read full guide →

Design Career Guide

UX/UI, Graphic Design, Product Design. Portfolio, tools, interviews, and growth in the Design field.

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Marketing Career Guide

SEO, Paid Media, Growth, Content Marketing. Certifications, tools, and strategies to grow in Digital Marketing.

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Finance Career Guide

Financial market, investments, corporate finance, certifications, and strategies to grow in the financial field.

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Communication Career Guide

Journalism, PR, Corporate Communication, Content Marketing, and Multimedia Production.

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Administration Career Guide

Business Management, HR, Logistics, Consulting, Project Management, and Entrepreneurship.

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Data Career Guide

Data Science, Data Engineering, BI, Machine Learning, and AI. From training to the job market.

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Product Career Guide

Product Management, Product Ownership, Agile, Scrum, and OKRs. From strategy to execution.

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Tech & Remote Glossary

Stop getting lost in interviews and job descriptions

The job market, especially within tech and global companies, has developed its own dialect. Not understanding these acronyms can make you lose valuable opportunities or poorly negotiate your contract. To end this problem, we created the Definitive Glossary for the Remote Professional.

🏢 Work Models & Routine

Async (Asynchronous Work)
A communication model where responses don't need to be immediate. Instead of back-to-back meetings, the team relies on well-structured documents, threads, and messages. It's the gold standard for global companies spanning multiple time zones.
Sync (Synchronous Work)
The opposite of Async. It requires the team to be online and available at the same time for meetings, live chats, and real-time collaboration.
Daily / Stand-up
A quick daily meeting (usually 15 minutes) common in Agile (Scrum) methodologies. The team answers three questions: What did I do yesterday? What will I do today? Are there any blockers?
All-Hands / Town Hall
A company-wide meeting involving all employees. Usually led by the founders (C-Levels) to present results, new goals, and answer team questions.
1:1 (One-on-One)
A recurring individual meeting between a professional and their direct manager. It is used for career alignment, feedback, and problem-solving, not just for project status updates.

💰 Contracts, Benefits & Compensation

PTO (Paid Time Off)
Instead of strict, categorized leave policies, modern US companies usually offer a flexible pool of days (e.g., 20 days of PTO, or even "Unlimited PTO") that you can use for vacations, sick days, or personal matters, while receiving your regular compensation.
Equity / Stock Options
Company ownership. The startup offers you the right to buy shares at a heavily discounted strike price in the future. If the company grows, goes public, or is acquired, these shares can be highly lucrative.
Vesting (Vesting Schedule)
The rule that controls your Equity. It usually lasts 4 years. You don't get all the shares on day one; you "earn" them gradually as you stay with the company. A "1-year Cliff" means you must stay for at least one year to receive your first batch of shares.
RSUs (Restricted Stock Units)
Unlike Stock Options (where you have the right to buy the stock), RSUs are actual shares the company grants you as a bonus or part of your compensation package, following a strict Vesting schedule.
Independent Contractor (1099 / B2B)
The most common international hiring model for global talent working for US companies. You act as a service provider (business-to-business), receiving the gross salary (often six-figure compensation) without standard local payroll tax deductions at the source.

🤖 Recruitment & Hiring Process

ATS (Applicant Tracking System)
The "robot" that reads your resume. Software like Greenhouse, Ashby, and Workday are used to filter candidates by keywords before a human even looks at the document. (Pro tip: this is why your resume must be clean, semantic, and have the right keywords).
JD (Job Description)
The document that lists the responsibilities, technical requirements, and benefits of the open position.
Cultural Fit
The interview stage that evaluates if your core values, communication style, and worldview align with the company's culture. This is the ultimate test of your Soft Skills.
Onboarding
The integration process. It's the period of your first few weeks at the company, where you get your access credentials, learn about the culture, study the internal documentation, and understand how the product works.

🚀 How to use this to your advantage?

The secret isn't just knowing what these acronyms mean, but using them actively. If during an interview for a premium tech role you ask, "How does your PTO policy and Vesting schedule work?", the recruiter will immediately perceive you as a high-level professional, familiar with the global market standards.

The remote job market requires preparation. And having the right vocabulary is the first big step to securing six-figure proposals and standing out among thousands of applicants.

Expert Tip

The Current State of the Cloud & DevOps Market

By Mondywork | The ultimate guide for tech professionals looking to level up their careers, land global remote roles, and master modern infrastructure.

The End of the "SysAdmin" and the Rise of Platform Engineering

If you've been tracking the most sought-after roles at startups and Fortune 500 companies, you've probably noticed a drastic shift. The Cloud Computing and DevOps market is no longer just about "keeping the app online." Today, companies demand extreme resilience, automation, and cost optimization (the famous FinOps).

DevOps culture has evolved. We are now in the era of Platform Engineering, where infrastructure teams build internal platforms to grant developers full autonomy (Self-Service). For those aiming for global remote roles with six-figure compensation, understanding this transition isn't just a plus—it's a strict requirement.

"Elite DevOps teams deploy code 973 times more frequently and boast a Mean Time To Recovery (MTTR) that is 6,570 times faster than low-performing teams."

— State of DevOps Report (DORA / Google Cloud)

What Do Recruiters and ATS Systems Really Look For?

Automated filters (ATS platforms like Greenhouse, Ashby, and Workday) are hardwired to scan for a very specific set of skills in Cloud/DevOps resumes. Simply listing 20 tools won't cut it anymore; you must demonstrate culture and real-world impact.

  • Infrastructure as Code (IaC): Forget clicking around the AWS console. Declarative tools like Terraform, Pulumi, and Ansible are the true industry standards.
  • Container Orchestration: Mastery of Docker and, above all, Kubernetes (K8s) is practically mandatory for premium roles.
  • CI/CD Culture: Building automated pipelines (GitHub Actions, GitLab CI, ArgoCD) that guarantee continuous and secure deployments.
  • Cloud Providers and Architecture: Proficiency in at least one major public cloud provider (AWS, Google Cloud, or Microsoft Azure), with a strong focus on Serverless, microservices, and system resilience.

How to Transition: The Roadmap to Success

Many Back-End developers, support analysts, and network professionals want to pivot to Cloud and DevOps. If that's your goal, follow this market-validated roadmap:

  1. Master the Basics (Linux and Networking): Modern DevOps runs on Linux. Understanding permissions, processes, bash scripting, and the fundamentals of TCP/IP, DNS, and Load Balancers is your foundation.
  2. Learn to Code: A DevOps engineer doesn't need to be a Senior Developer, but you must know how to automate tasks. Python and Go (Golang) are currently the most highly valued languages in this ecosystem.
  3. Are Certifications Worth It? Yes, especially to get past the initial HR screening. Certifications like the AWS Certified Solutions Architect – Associate or the CKA (Certified Kubernetes Administrator) carry massive weight in the global market.
  4. Build a Real Portfolio: Publish a project on GitHub where you provision infrastructure via Terraform, set up a CI/CD pipeline using GitHub Actions, and deploy a simple app to a Kubernetes cluster. Practical projects always beat theoretical resumes.

Essential References and Study Links

To stay up-to-date, we highly recommend following official organizations and annual market reports:


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