Senior CX/UX Designer (AI Innovation for Tax & Accounting) – Hybrid (CT/ET) R0056829

About the role

Design AI-powered experiences that transform tax and accounting workflows. 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.

Tax professionals rely on accurate, explainable, and timely answers to navigate complex regulatory environments. This role ensures that AI-driven research and answer experiences are intuitive, transparent, compliant, and user-centric.

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.

Qualifications

• 2 years+ minimum in role plus 1 year+ (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