Process Automation & AI Specialist

Quick Facts

• Role: Process Automation & AI Specialist

• Type: Full-time, permanent

• Work model: 100% remote, home office; flexible working hours

Description

You will improve and automate workflows in tax and accounting firms by turning detailed process understanding into practical AI and automation solutions. You will capture and model processes, identify weaknesses, build and implement AI skills/agents/workflows, test them in real daily operations, and drive adoption. The role emphasizes working with privacy and access controls (GDPR, confidentiality) and delivering solutions end-to-end from requirements to tested implementation.

Responsibilities

• Work with clients to understand and improve accounting, payroll, year-end, tax advisory, and client communication workflows

• Record processes with staff and represent them clearly (e.g., process maps)

• Identify process weaknesses and help streamline workflows with clients

• Technically implement AI capabilities, agents, and workflows; deploy, test in day-to-day use, and support adoption

• Develop solutions across Langdock, Microsoft 365, Power Automate, n8n, and comparable tools—from requirements to tested delivery

• Build automations and small internal applications to increase consultants’ speed and consistent quality

• Ensure GDPR/DSGVO and professional confidentiality requirements are met (permissions and secure handling of access data)

• Maintain a library of templates and use cases; evaluate new models/tools for practical value

• Capture requirements from project leads/consultants and keep stakeholders updated on process status

• Refine solutions and standards and align individual processes with clients

Requirements

• Bachelor’s degree required in a relevant field (e.g., Business Informatics, Computer Science, Industrial Engineering, Media Informatics, Digital Business Management, or Business Administration with an IT/digital focus)

• At least 3 years of professional experience in process, digitalization, or automation projects

• At least 2 years of practical experience with automations and AI applications using tools such as n8n, Make, Power Automate, Langdock, or Copilot

• Strong process thinking: capture and document processes, identify weak points, and design solutions that work in special cases

• Interest in and willingness to learn tax and accounting workflows

• Programming skills for scripts, API integrations, and small applications in Python or JavaScript

• Experience with Git and AI coding tools such as Claude Code or Cursor

• Knowledge of permissions basics and secure handling of credentials

• Familiarity with GDPR/DSGVO fundamentals

• Structured and reliable work approach, clean documentation, teamwork, initiative, and confidence in customer communication

• Native-level German (verhandlungssicher)

• Portfolio or GitHub profile or a short description of personal automations is helpful

• Experience with tax firms, DATEV, and data-protection requirements in regulated industries is a plus