Senior CX/UX Designer (AI Innovation for Tax & Accounting)
UpToDate
About the role
About the Role
As a Senior CX/UX Designer, 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. You will design solutions that help tax professionals ask better questions, find trusted answers faster, and confidently interpret complex and evolving tax regulations. This includes rapidly moving from hypothesis to validated customer journeys by creating multi modal prototypes and simulations, using lightweight coding concepts and AI assisted development to explore interactions and accelerate design to delivery collaboration with engineering partners. You will collaborate closely with cross-functional teams to deliver intuitive, compliant, and scalable agentic experiences that support tax research, contextual guidance, and in-the-moment decision making.
What Success Looks Like
- Agentic solutions improve the speed, confidence, and accuracy of tax research and question answering workflows.
- AI-driven answers are transparent, trustworthy, and aligned with regulatory and editorial standards.
- Solutions meet regulatory compliance, data privacy, and accessibility standards.
- Prototypes and design systems accelerate delivery without compromising quality.
Hybrid Work Details
Hybrid: Eight days a monthwe come together in the closest office (CT/ET time zone) within 50 milesto experience the value of connecting with colleagues. You will report to the Lead CX/UX Designer and work under the leadership of the Director, CX/UX Design. This role is a part of DXG | UX/CX COE Wolters Kluwer DXG U.S., Inc. (Tax & Accounting). Please view the site office location directory for potential office preferences nationwide. | | #LI-Hybrid
Visa Sponsorship
Must be legally authorized to work in the United States without employer sponsorship, now or in the future.
Required Job Qualifications
(2yr+ minimumin role plus 1yr+ (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.
Responsibilities
- Avg. 1-4 trips per year | per business demand
- 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.
Additional Information
Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave.
Compensation
$85,600.00 - $149,400.00 USD This role is eligible for Bonus. Compensation range listed is based on primary location of the position. Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process.
Additional Information
Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.
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