Senior Business Analyst – AI, Automation and Data – Tax

RSM UK; Birmingham; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Hybrid and Flexible working

27 Days Holiday

Lifestyle, Health, and Wellbeing

300+ courses on demand

Job summary

RSM UK is seeking a Business Analyst for the Internal Tax Technology team to support AI-powered agents, automated workflows, and scalable integrations across enterprise platforms. You will engage with stakeholders across the Tax service line to define requirements and align delivery roadmaps with business objectives.

The role focuses on end-to-end business analysis, collaborating with business stakeholders, product owners, architects, and delivery leads to ensure clear requirements and

Qualifications

• Experience as a Business Analyst, preferably within a tax role.
• Strong experience in release-based or agile delivery models.
• Ability to convert complex technical solutions into business language.
• Strong process analysis, documentation, and stakeholder facilitation skills.
• Experience in data transformation programmes.

Responsibilities

• Lead discovery sessions, refinement workshops, and stakeholder interviews.
• Extract and document requirements for the Tax service line and data automation.
• Define use cases, user stories, acceptance criteria, business rules, and non-functional requirements.
• Support backlog refinement and prioritisation by the Product Owner.
• Maintain end-to-end traceability across analysis, design, development, testing and deployment.
• Collaborate with architects and delivery teams to align designs with requirements.
• Assist with UAT planning, test scenarios, and evidence for business sign-off.
• Identify dependencies, risks and issues from requirements and testing activities.
• Act as interface between business stakeholders and delivery teams.

Skills

Business analysis

Agile delivery

Stakeholder engagement

UAT facilitation

Data transformation

Communication

Tools

Azure DevOps

JIRA

Confluence

Monday.com

User story writing

Job description

As one of the world’s largest networks of audit, tax and consulting firms, RSM delivers big ideas and premium service to help middle-market businesses thrive. We are a fast-growing firm with big ambitions - we have a clear goal to become the premium adviser to the middle market, globally. This vision touches everything we do, motivating and inspiring us to become better every day. If you are looking for a firm where you can build a future and make an impact, then RSM is the place for you.

Make an Impact at RSM UK

Our Tax Technology team is dynamic, fast-paced and mission driven. We are building a specialist AI engineering capability within our internal tax technology function to design and deliver AI-powered agents, automated workflows, and scalable integrations across enterprise platforms. As a Business Analyst in one of our national offices, you will play a critical role in supporting the Internal Tax Technology team’s delivery objectives on AI and automation use cases and Tax service line data automation initiatives, by providing sustained business analysis capability.

The role focuses on end-to-end business analysis across requirements definition, stakeholder engagement, process analysis and collaboration with delivery teams to support successful outcomes. You will work closely with RSM business stakeholders, product owners, architects, workstream, platform and delivery leads, and testing teams to ensure business requirements are clearly defined, understood, and aligned with agreed delivery roadmaps.

You will make an impact by:

• Leading discovery sessions, refinement workshops, and stakeholder interviews aligned to Data Automation delivery milestones
• Extracting, analysing, and documenting high level and detailed business requirements for the Tax service line, in line with Data Automation deliverables.
• Defining and documenting use cases, user stories, acceptance criteria, business rules, and non-functional requirements in collaboration with business stakeholders and Product Owners, ensuring requirements are clearly understood and aligned with agreed scope and expected outcomes.
• Supporting backlog refinement by ensuring requirements are clearly defined, dependencies identified, and user stories are ready for prioritisation by the Product Owner.
• Maintaining end-to-end requirements traceability across analysis, design, development, testing, and deployment activities.
• Collaborating with architects and delivery teams to ensure solution designs reflect agreed business requirements and processes.
• Supporting UAT planning, including creation of test scenarios and scripts, coordination of execution, defect clarification, and preparation of evidence to support business sign-off
• Identifying and documenting dependencies, assumptions, risks, and issues arising from requirements, process analysis, and testing activities, escalating where appropriate.
• Acting as a key interface between business stakeholders and delivery teams, ensuring requirements, processes, and business needs are clearly understood and represented.

What we are looking for:

Are you someone who thrives on variety, loves learning new things, and enjoys connecting with people? If you can spot inefficiencies in everyday life and are passionate about making improvements, this role is perfect for you!

We value diverse experiences and perspectives. Here’s what we’re looking for in our ideal candidate:

• Experience as a Business Analyst, preferably within a tax role
• Strong experience working in release based or agile delivery models
• Proven ability to convert complex technical solutions into business understandable terminology
• Strong process analysis, documentation, and stakeholder facilitation skills
• Experience in data transformation programmes
• Familiarity with tools such as Azure DevOps, JIRA, Confluence, Monday.com and user story writing
• Excellent communication skills with the ability to engage confidently with senior business and technology stakeholders
• Experience running or closely supporting UAT for complex technology solutions
• Detail orientated but able to lean into conversations and align closely across business and technology delivery to ensure consistent alignment on what is needed, and that what is being delivered meets the business needs

What we can offer you:

We recognise that our people are our most important assets. That’s why we offer a flexible reward and benefits package that will help you have fulfilling experience, both in and out of work.

• Hybrid and Flexible working
• 27 Days Holiday (with the option of purchasing additional days)
• Lifestyle, Health, and Wellbeing including financial wellbeing benefits such as financial tools, electric car scheme and access to a virtual GP.
• Access to a suite of 300+ courses on demand developed by our inhouse Talent Development team.

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Diversity and Inclusion at RSM

At RSM, we want to create a strong sense of belonging so that people of all identities, backgrounds, and cultures feel they can bring their true self to work. Our clients come from all walks of life. We aim to achieve that same diversity of background, experience and perspective in our own teams, so that we can genuinely understand our client’s needs. Diverse teams bring a broader range of ideas and insights to work. That’s why we’re working together to ensure our firm’s principles and processes support a firm culture that embraces difference and strengthens inclusion.
At RSM we work hard to create an environment where our people can make a difference - to themselves, their career, their teams, and to the success of our firm and clients. We support all our people to work flexibly, to manage their family and other responsibilities alongside their work commitments; we believe this is key to achieving an inspiring and fulfilling working environment.