Is the Finance & Revenue Operations Lead position at TaxGPT Inc. fully remote?

Yes, this Finance & Revenue Operations Lead position at TaxGPT Inc. is a remote position. The role is available for candidates in United States.

Is this a full-time or part-time Finance & Revenue Operations Lead role?

This is a full-time Finance & Revenue Operations Lead position at TaxGPT Inc..

What is the salary range for the Finance & Revenue Operations Lead position?

The salary range for this Finance & Revenue Operations Lead role is $120k - $144k.

How do I apply for the Finance & Revenue Operations Lead position at TaxGPT Inc.?

You can apply for this Finance & Revenue Operations Lead position by clicking the "Apply Now" button on this page, which will take you to TaxGPT Inc.'s application portal.

Finance & Revenue Operations Lead at TaxGPT Inc.

United States

$120k - $144k

<h1><strong style="background-color: transparent; color: rgb(0, 0, 0);">Finance & Revenue Operations Lead</strong></h1><div><strong style="background-color: transparent; color: rgb(0, 0, 0);">TaxGPT</strong><span style="background-color: transparent; color: rgb(0, 0, 0);"> · Remote (US) · Full-time </span><span style="color: rgb(0, 0, 0);">·</span><span style="background-color: transparent; color: rgb(0, 0, 0);"> </span><span style="color: rgb(0, 0, 0);">Base Pay $100,000 to $120,000 + Variable Compensation </span>$20,000 to $24,000 (20%)</div><div><br></div><h2><strong style="background-color: transparent; color: rgb(0, 0, 0);">About TaxGPT</strong></h2><div><span style="background-color: transparent; color: rgb(0, 0, 0);">TaxGPT is revolutionizing the tax and accounting space with AI-driven solutions tailored for accountants, tax professionals, and SMBs. We are building an AI co-pilot to transform tax workflows, drive efficiency, and simplify compliance. Recently named one of Business Insider's 30 Early-Stage Startups Most Likely to Become Tech's Next Unicorns, we would love for you to join our growing team.</span></div><div><br></div><h2><strong style="background-color: transparent; color: rgb(0, 0, 0);">What You'll Do</strong></h2><div><span style="background-color: transparent; color: rgb(0, 0, 0);">We are looking for a Finance & Revenue Operations Lead to own the systems, data, and rhythm behind TaxGPT's revenue engine. We have grown fast on a motion that combines sales-led and self-serve, supported by a fast-scaling team. As we continue to grow, we are investing in a dedicated owner for the operational and financial layer: a unified view of revenue across our systems and the books, a forecast leadership can use, and automation that lets a lean team punch far above its weight.</span></div><div><span style="background-color: transparent; color: rgb(0, 0, 0);">You will own revenue operations and financial reporting end to end, working daily with sales leadership and partnering closely with our CEO and CRO. In your first quarter, you will take ownership of our internal systems, establish a forecasting and reporting cadence, and build the funnel and revenue reporting that shows us where deals accelerate, where they slow, and what drives wins. You will run the financial data behind our internal dashboards, board and investor reporting, and you'll be the go-to person for the team's questions about revenue, billing, and financials.</span></div><div><span style="background-color: transparent; color: rgb(0, 0, 0);">This is a builder role with real ownership: the systems you design become how TaxGPT sells, reports, and learns.</span></div><div><br></div><h2><strong style="background-color: transparent; color: rgb(0, 0, 0);">What We Are Looking For</strong></h2><div><br></div><h3><strong style="background-color: transparent; color: rgb(0, 0, 0);">Required Qualifications</strong></h3><ul><li class=""><span style="background-color: transparent;">5+ years in Revenue Operations, Sales Operations, Finance Operations, or GTM Engineering at B2B SaaS companies, ideally through a scale-up phase.</span></li><li class=""><span style="background-color: transparent;">Expert-level HubSpot and Stripe skills: you have owned an instance, not just worked in one. That includes subscription and usage-based billing, invoicing, and connecting billing data to the CRM and the ledger.</span></li><li class=""><span style="background-color: transparent;">Demonstrated success using AI tools and models to multiply a team's output, with good judgment about where AI can and can't be trusted with financial data.</span></li><li class=""><span style="background-color: transparent;">You have built forecasting, planning, funnel, or financial reporting that leadership actually ran on, including reporting for a board or investors.</span></li><li class=""><span style="background-color: transparent;">Working knowledge of SaaS metrics and revenue recognition fundamentals.</span></li><li class=""><span style="background-color: transparent;">Comfortable owning revenue and finance systems: you set your own roadmap and hold your own with sales leaders, marketing, and founders.</span></li><li class=""><span style="background-color: transparent;">Excellent analytical, organizational, and communication skills, with the self-direction to drive adoption with minimal oversight and to explain financial data plainly to non-finance teammates.</span></li><li class=""><span style="background-color: transparent;">Proficient with collaboration tools like Slack, Google Workspace, and Fathom.</span></li></ul><div><br></div><h3><strong style="background-color: transparent; color: rgb(0, 0, 0);">Preferred Qualifications</strong></h3><ul><li class=""><span style="background-color: transparent;">Experience building a RevOps or finance operations function from scratch.</span></li><li class=""><span style="background-color: transparent;">SQL skills for pulling your own answers out of the data, and experience with a BI tool.</span></li><li class=""><span style="background-color: transparent;">Familiarity with subscription analytics workflows and with accounting systems </span></li><li class=""><span style="background-color: transparent;">Exposure to PLG funnels and product usage data in a sales-assist motion.</span></li><li class=""><span style="background-color: transparent;">Experience building or evaluating AI agents, retrieval systems, or internal knowledge bases.</span></li><li class=""><span style="background-color: transparent;">CPA, Big 4, or consulting background (a plus, not required).</span></li></ul><div><br></div><h2><strong style="background-color: transparent; color: rgb(0, 0, 0);">How We Define Success in This Role</strong></h2><div><br></div><div><span style="background-color: transparent; color: rgb(0, 0, 0);">A strong Finance & Revenue Operations Lead in this role:</span></div><ul><li class=""><strong style="background-color: transparent;">Owns the revenue operating rhythm:</strong><span style="background-color: transparent;"> weekly pipeline reviews with sales leadership, coverage and conversion reporting, and a forecast the board can rely on.</span></li><li class=""><strong style="background-color: transparent;">Owns HubSpot and Stripe end-to-end as our system of record:</strong><span style="background-color: transparent;"> architecture, lifecycle stages, routing, contract-to-invoice flow, and the data standards that keep everything downstream trustworthy as we scale.</span></li><li class=""><strong style="background-color: transparent;">Owns the numbers:</strong><span style="background-color: transparent;"> monthly revenue and billing reporting, ARR tracking, and clear internal and external financial reporting, with metric definitions the whole company shares.</span></li><li class=""><strong style="background-color: transparent;">Becomes the team's go-to for financial questions:</strong><span style="background-color: transparent;"> self-serve dashboards and fast, well-documented answers, so Sales, CS, and leadership always know where they stand.</span></li><li class=""><strong style="background-color: transparent;">Scales the team through automation,</strong><span style="background-color: transparent;"> using AI-native tooling (Clay, n8n, and whatever comes next) for everything from enrichment and routing to renewal triggers and reconciliations.</span></li><li class=""><strong style="background-color: transparent;">Unifies the product-led and sales-led funnels,</strong><span style="background-color: transparent;"> so signups, hand-raisers, and outbound flow through one coherent lifecycle.</span></li><li class=""><strong style="background-color: transparent;">Helps build the company brain:</strong><span style="background-color: transparent;"> capturing what we learn about customers' tax workflows from calls, CRM notes, and usage and billing data, and turning those insights into improvements across pricing, product, and operations.</span></li></ul><div><br></div><div><br></div><h2><strong style="background-color: transparent; color: rgb(0, 0, 0);">Why Join Us</strong></h2><div><span style="background-color: transparent; color: rgb(0, 0, 0);">This is a builder role with real ownership: the systems, data, and automation you design become how TaxGPT sells, reports, and learns, shaping how thousands of firms adopt AI-powered tax workflows while giving a lean, fast-moving team the leverage to punch far above its weight.</span></div><div><br></div><div><br></div>

Apply Now

Remote Opportunity

Finance & Revenue Operations Lead

Join TaxGPT Inc. as a senior professional working remotely from United States. Explore the role, benefits, and apply in one place.

Finance & Revenue Operations Lead

TaxGPT Inc.

Full Time

$120k - $144k

3 weeks ago

Finance & Revenue Operations Lead TaxGPT · Remote (US) · Full-time · Base Pay $100,000 to $120,000 + Variable Compensation $20,000 to $24,000 (20%) About TaxGPT TaxGPT is revolutionizing the tax and accounting space with AI-driven solutions tailored for accountants, tax professionals, and SMBs.

United States

Operations

Senior

Revenue Operations

Sales Operations

Finance Operations

+5 more

Job Description

Finance & Revenue Operations Lead

TaxGPT · Remote (US) · Full-time · Base Pay $100,000 to $120,000 + Variable Compensation $20,000 to $24,000 (20%)

About TaxGPT

TaxGPT is revolutionizing the tax and accounting space with AI-driven solutions tailored for accountants, tax professionals, and SMBs. We are building an AI co-pilot to transform tax workflows, drive efficiency, and simplify compliance. Recently named one of Business Insider's 30 Early-Stage Startups Most Likely to Become Tech's Next Unicorns, we would love for you to join our growing team.

What You'll Do

We are looking for a Finance & Revenue Operations Lead to own the systems, data, and rhythm behind TaxGPT's revenue engine. We have grown fast on a motion that combines sales-led and self-serve, supported by a fast-scaling team. As we continue to grow, we are investing in a dedicated owner for the operational and financial layer: a unified view of revenue across our systems and the books, a forecast leadership can use, and automation that lets a lean team punch far above its weight.

You will own revenue operations and financial reporting end to end, working daily with sales leadership and partnering closely with our CEO and CRO. In your first quarter, you will take ownership of our internal systems, establish a forecasting and reporting cadence, and build the funnel and revenue reporting that shows us where deals accelerate, where they slow, and what drives wins. You will run the financial data behind our internal dashboards, board and investor reporting, and you'll be the go-to person for the team's questions about revenue, billing, and financials.

This is a builder role with real ownership: the systems you design become how TaxGPT sells, reports, and learns.

What We Are Looking For

Required Qualifications

5+ years in Revenue Operations, Sales Operations, Finance Operations, or GTM Engineering at B2B SaaS companies, ideally through a scale-up phase.
Expert-level HubSpot and Stripe skills: you have owned an instance, not just worked in one. That includes subscription and usage-based billing, invoicing, and connecting billing data to the CRM and the ledger.
Demonstrated success using AI tools and models to multiply a team's output, with good judgment about where AI can and can't be trusted with financial data.
You have built forecasting, planning, funnel, or financial reporting that leadership actually ran on, including reporting for a board or investors.
Working knowledge of SaaS metrics and revenue recognition fundamentals.
Comfortable owning revenue and finance systems: you set your own roadmap and hold your own with sales leaders, marketing, and founders.
Excellent analytical, organizational, and communication skills, with the self-direction to drive adoption with minimal oversight and to explain financial data plainly to non-finance teammates.
Proficient with collaboration tools like Slack, Google Workspace, and Fathom.

Preferred Qualifications

Experience building a RevOps or finance operations function from scratch.
SQL skills for pulling your own answers out of the data, and experience with a BI tool.
Familiarity with subscription analytics workflows and with accounting systems
Exposure to PLG funnels and product usage data in a sales-assist motion.
Experience building or evaluating AI agents, retrieval systems, or internal knowledge bases.
CPA, Big 4, or consulting background (a plus, not required).

How We Define Success in This Role

A strong Finance & Revenue Operations Lead in this role:

Owns the revenue operating rhythm: weekly pipeline reviews with sales leadership, coverage and conversion reporting, and a forecast the board can rely on.
Owns HubSpot and Stripe end-to-end as our system of record: architecture, lifecycle stages, routing, contract-to-invoice flow, and the data standards that keep everything downstream trustworthy as we scale.
Owns the numbers: monthly revenue and billing reporting, ARR tracking, and clear internal and external financial reporting, with metric definitions the whole company shares.
Becomes the team's go-to for financial questions: self-serve dashboards and fast, well-documented answers, so Sales, CS, and leadership always know where they stand.
Scales the team through automation, using AI-native tooling (Clay, n8n, and whatever comes next) for everything from enrichment and routing to renewal triggers and reconciliations.
Unifies the product-led and sales-led funnels, so signups, hand-raisers, and outbound flow through one coherent lifecycle.
Helps build the company brain: capturing what we learn about customers' tax workflows from calls, CRM notes, and usage and billing data, and turning those insights into improvements across pricing, product, and operations.

Why Join Us

This is a builder role with real ownership: the systems, data, and automation you design become how TaxGPT sells, reports, and learns, shaping how thousands of firms adopt AI-powered tax workflows while giving a lean, fast-moving team the leverage to punch far above its weight.

Requirements

5+ years in revenue operations, sales operations, finance operations, or gtm engineering at b2b saas companies, ideally through a scale-up phase.
expert-level hubspot and stripe skills: you have owned an instance, not just worked in one. that includes subscription and usage-based billing, invoicing, and connecting billing data to the crm and the ledger.
demonstrated success using ai tools and models to multiply a team's output, with good judgment about where ai can and can't be trusted with financial data.
you have built forecasting, planning, funnel, or financial reporting that leadership actually ran on, including reporting for a board or investors.
working knowledge of saas metrics and revenue recognition fundamentals.
comfortable owning revenue and finance systems: you set your own roadmap and hold your own with sales leaders, marketing, and founders.
excellent analytical, organizational, and communication skills, with the self-direction to drive adoption with minimal oversight and to explain financial data plainly to non-finance teammates.
proficient with collaboration tools like slack, google workspace, and fathom.

Skills

Revenue Operations

Sales Operations

Finance Operations

Hubspot

Stripe

Financial reporting

Forecasting

SaaS Metrics

Ready to Apply?

Join TaxGPT Inc. today

Salary Range

$120k - $144k

Posted 3 weeks ago

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