Senior Tax Associate - Technology & Automation

About the Role:
Join our Global Tax & Business Services (GTBS) team to revolutionize Gartner’s tax function through cutting-edge technology. You’ll assist with initiatives that streamline planning, reporting, and risk management across 100+ countries, leveraging automation, data analytics, and AI to drive efficiency and innovation. This role is perfect for a tech-savvy tax professional passionate about continuous improvement, operational excellence, and cross-functional collaboration.
 

What You’ll Do:

• Support Transformation: Assist with the design, testing, and implementation of tax technology solutions that improve global tax processes and support broader tax transformation goals.

• Build & Automate: Create and maintain dashboards, reports, workflows, and models using Power BI, Power Apps, Power Automate, and Alteryx to support tax data management and compliance activities.

• Prepare Data Insights: Analyze tax data and develop visualizations and summaries that help stakeholders monitor trends, support reporting, and identify process improvement opportunities.

• Use AI Tools: Apply tools such as MS365 Copilot and Google Notebook LM to support research, documentation, automation testing, and process efficiency initiatives.

• Coordinate & Collaborate: Work with Tax stakeholders, IT, Finance, and external consultants to gather requirements, track progress, test solutions, and support tax system integrations.

• Support Key Platforms: Help maintain and enhance systems including OneSource Tax Provision, CorpTax, Orbitax, and SharePoint by monitoring data quality, resolving user issues, and supporting system updates.

• Project Support: Assist with tax technology project plans, timelines, status tracking, testing coordination, and follow-ups to help ensure deliverables are completed accurately and on schedule.

• Enable Adoption: Prepare process documentation, user guides, training materials, and job aids to support user adoption and consistent use of tax technology tools.

• Reporting & Communication: Draft project updates, meeting notes, testing summaries, and documentation for review by managers and key stakeholders.

• Risk & Issue Tracking: Identify and document project issues, data concerns, and process gaps, escalating items to managers or project leads as needed.

• Process Improvement: Contribute ideas, documentation, and lessons learned to help improve tax technology processes, team knowledge sharing, and project execution.

What You’ll Need:

• Bachelor’s degree in Information Technology, Data Analytics, Accounting, Computer Science, or a related field.

• Minimum of 2-4 years of work experience in the tax field, public accounting or US multinational background is strongly preferred.

• CPA or master’s degree preferred but not required. 

• General working knowledge of U.S. International taxation principles and ASC 740 concepts beneficial but not essential.   

• Working knowledge of ERP systems and tax software platforms such as Oracle, ONESOURCE, Corptax, Orbitax, or similar tools preferred but not required.

• Experience using Power BI, Power Platform, Alteryx (Core Certified a plus), Excel (Advances Capabilities a plus), or other reporting and automation tools to support tax or finance processes.

• Strong analytical, organizational, and problem-solving skills, with the ability to manage tasks, meet deadlines, and contribute to project execution.

• Clear communication skills and the ability to work effectively with tax, finance, IT, and external partners.

• Experience supporting cross-functional projects, gathering requirements, testing solutions, documenting processes, and following up on action items.

Preferred:

• CPA or equivalent certification.

• Experience with ETL tools and APIs.

• Experience with tax process automation, data integration, and regulatory compliance in a multinational environment.

• Experience with Tax Provision and compliance.

Who are we?

At Gartner, Inc. (NYSE:IT), we guide the leaders who shape the world.

Our mission relies on expert analysis and bold ideas to deliver actionable, objective business and technology insights, helping enterprise leaders and their teams succeed with their mission-critical priorities.

Since our founding in 1979, we’ve grown to 20,000 associates globally who support over 13,000 client enterprises in ~90 countries and territories. We do important, interesting and substantive work that matters. That’s why we hire associates with the intellectual curiosity, energy and drive to want to make a difference. The bar is unapologetically high. So is the impact you can have here.

What makes Gartner a great place to work?

Our vast, virtually untapped market potential offers limitless opportunities – opportunities that may not even exist right now – for you to grow professionally and flourish personally. How far you go is driven by your passion and performance.

We hire remarkable people who collaborate and win as a team. Together, our singular, unifying goal is to deliver results for our clients.

Our teams are inclusive and composed of individuals from different geographies, cultures, religions, ethnicities, races, genders, sexual orientations, abilities and generations.

We invest in great leaders who bring out the best in you and the company, enabling us to multiply our impact and results. This is why, year after year, we are recognized worldwide as a great place to work.

Gartner is the world authority on AI

At Gartner, you’ll join a company at the very center of the AI revolution. Gartner has proactive, objective guidance throughout clients’ AI journeys. We set the standard for how organizations leverage artificial intelligence to drive meaningful impact. You’ll have access to unmatched resources, expertise, and technology, and play a key role in helping Gartner and our clients innovate and grow as we leverage AI to transform business and technology landscapes.

It’s an exciting time to be at Gartner, with limitless opportunities to make a real impact, grow your skills, and build a lasting, meaningful career in a field that’s reshaping the way we operate. If you’re passionate about AI and want to be part of a team that’s guiding the leaders who shape the world, Gartner is the place for you.

What do we offer?

Gartner offers world-class benefits, highly competitive compensation and disproportionate rewards for top performers.

In our hybrid work environment, we provide the flexibility and support for you to thrive — working virtually when it's productive to do so and getting together with colleagues in a vibrant community that is purposeful, engaging and inspiring.

Ready to grow your career with Gartner? Join us.

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