Technology & AI Innovation Specialist

Johnson Block and Company, Inc.; Town of Middleton (WI); On-site; USD 90,000 - 140,000; Full time

Job summary

Johnson Block and Company, Inc. is seeking a Technology & AI Innovation Specialist to spearhead the adoption and practical use of AI, automation, and digital tools across Audit, Tax, CAS, and administration.

This hands‑on role focuses on turning technology into tangible process improvements and measurable value for the firm. The ideal candidate blends strong technology skills with business-process thinking, project management, and the ability to communicate with nontechnical users.

Qualifications

• Bachelor’s degree in IT or related field preferred.
• 5+ years in business technology, automation, analytics, or related area.
• Experience implementing or supporting technology solutions in a business environment.

Responsibilities

• Identify opportunities to apply AI in Audit, Tax, CAS, and admin workflows.
• Lead technology projects from design to rollout across the firm.
• Coordinate with software vendors, consultants, and internal IT on projects.
• Develop training materials and user guides for new tools.
• Assist with troubleshooting and optimizing technology solutions.
• Promote adoption and measurable value from technology investments.

Skills

Business technology

Project management

Communication with nontechnical users

AI awareness

Education

Bachelor's degree in Information Technology or related field

Tools

Microsoft 365 applications

Power Platform

AI technologies

Data analytics tools

Business software integrations

Job description

• Location 9701 Brader Way,STE 202,Middleton, WI, 53562,United States
• Employee Type Full Time
• Required Degree 4 Year Degree

Technology & AI Innovation Specialist

Position Summary

The Technology & AI Innovation Specialist helps Johnson Block & Company identify, implement, and expand the effective use of technology, artificial intelligence, automation, and digital tools throughout the firm.

This is a hands‑on role for someone who enjoys understanding how people work, identifying opportunities to make processes better, and turning technology into practical solutions. The position will work across Audit, Tax, Client Accounting Services (CAS), and administrative functions to improve workflows, reduce manual processes, support technology implementations, and help employees confidently adopt new tools.

The ideal candidate combines strong technology skills with curiosity, business‑process thinking, project management, and the ability to communicate effectively with nontechnical users. Success in this position is measured not simply by implementing technology, but by improving how work gets done.

Requirements

Qualifications

Education

Bachelor's degree in Information Technology, Information Systems, Computer Science, Business Technology, Data Analytics, Business Administration, or a related field preferred.

• Equivalent relevant professional experience will be considered.

Experience

• 5+ years of relevant experience in business technology, information systems, automation, process improvement, application implementation, data analytics, or a related area.
• Experience implementing or supporting technology solutions in a business environment.
• Experience with Microsoft 365 applications is strongly preferred.
• Experience with AI technologies, workflow automation, Power Platform, data analytics, or business application integrations preferred.
• Experience working within a CPA firm, professional services organization, financial services organization, or another regulated environment is beneficial but not required.

Familiarity with CPA or professional services technology would be particularly valuable, but candidates would not be expected to arrive knowing every application used by the firm.

Summary

Key Responsibilities

AI & Emerging Technology

• Support the firm's adoption and effective use of approved AI technologies.
• Identify practical opportunities to incorporate AI into Audit, Tax, CAS, and administrative workflows.
• Research emerging technologies and evaluate their potential application within the firm.
• Help establish practical standards and best practices for using AI consistently and responsibly.
• Monitor employee adoption and identify opportunities for additional training or process improvements.
• Assist with the implementation, configuration, testing, and ongoing optimization of firm technology.
• Coordinate with software vendors, consultants, in‑house IT department, and internal stakeholders during technology projects.
• Participate in evaluating new software and technology solutions.
• Conduct user testing and coordinate feedback before firmwide technology rollouts.
• Identify opportunities to improve integration between existing firm systems.
• Help ensure technology investments are being fully utilized and delivering their intended value.
• Develop and deliver practical technology and AI training for employees.
• Create user guides, quick‑reference materials, demonstrations, and other training resources.
• Provide individual and group support to employees learning new technology.
• Develop relationships with employees across the firm to understand technology challenges and opportunities.
• Promote experimentation, continuous improvement, and responsible technology adoption.
• Help move technology initiatives beyond implementation to actual, sustained employee adoption.
• Serve as a liaison between employees, firm leadership, software vendors, and technology providers on assigned projects.
• Assist with troubleshooting application and workflow issues where appropriate.
• Escalate infrastructure, security, networking, and other specialized technical issues to the appropriate internal or external resources.
• Participate in firm technology planning and provide input regarding employee needs, emerging technology, and process‑improvement opportunities.

IT & Cybersecurity Oversight

• Serve as the primary liaison between the firm and in‑house IT managed service department.
• Work with our internal IT department on cybersecurity strategy, risk management, and technology governance.
• Work with our internal IT department on business continuity, disaster recovery, and technology best practices.