Product Analyst (Tax) - Innovation - Admin - BLR/AMD

Withum PC

Bengaluru

On-site

INR 1,800,000 - 3,000,000

Full time

14 days+
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Job summary

Withum Bengaluru invites a Senior Product Analyst to bridge tax practice workflows with product development. You will translate tax processes into precise requirements and drive automation initiatives using AI-driven tools.

The role demands close collaboration with tax professionals, delivering clear user stories and end-to-end product capabilities, including client intake, workpaper automation, and review workflows.

Qualifications

  • Bachelor’s degree in Accounting, Business Administration, Technology, Information Technology, or MIS required.
  • 6+ years’ experience in a tax or tax-product domain preferred.
  • Hands-on with Microsoft Copilot and Microsoft 365 ecosystem; copilot agents, prompts, evaluation of output.
  • Familiarity with tax tech platforms and document automation tools.

Responsibilities

  • Translate tax process pain points into product requirements and user stories.
  • Document current-state tax workflows with SMEs to identify improvements.
  • Lead definition and delivery of tax-focused products (intake, automation, document review).
  • Write acceptance criteria and test scripts; coordinate UAT with tax teams.

Skills

Tax automation
Requirements definition
User stories
Test scripts
Defect triage
Sprint planning
Tax software platforms
Copilot/AzureDevOps

Education

Bachelor’s degree in Accounting/BA/IT/MIS

Tools

Copilot
Microsoft 365
Azure DevOps

Job description

Headquartered in Princeton, N.J., USA, Withum provides a gamut of services in the financial sector, including accounting, auditing, employee benefit services, pension plans services, tax services, litigation support, business valuation, insolvency services, transaction advisory services, and management consulting.

The firm takes its name from Frederick Withum, Leonard Smith, and Ivan Brown, who founded their self-titled company in 1974 in Middlesex County, N.J., USA. The firm’s founders began their careers at larger accounting firms, and when they struck out on their own, their idea was to provide personalized service to companies that were still growing. They also decided that they wanted their firm to be "people‑focused," putting the emphasis on both client service and staff development.

At its inception, Withum’s business was conducted by six professionals; today, the firm has a staff of over 1,200, including more than 160 partners and principals, many of whom contribute articles and perspectives to major news and trade media such as The Wall Street Journal, Fox News Channel, Financial Executive Magazine, Forbes.com and INSIDE Public Accounting. Withum has offices, in New Jersey, Massachusetts, New York, Florida, Pennsylvania, Virginia, California, and District of Columbia in USA. The International locations are at Cayman Islands and Bengaluru in India.

Withum has majority of its offices have more than 100 team members. It is affiliated with HLB International, a global network of accountants and business advisors. As a member of HLB, we offer international knowledge and expertise that our clients can rely upon, providing direct access to professional accountants and business advisors in over 130 countries. We have a history of innovation, collaboration and are dedicated to helping our clients grow across borders

Our clients represent a broad spectrum of industries and range in size from small, entrepreneurial startups to billion‑dollar, publicly held companies. Our stability has permitted us to develop long‑term relationships in the banking, legal and financial services fields. Withum has strong roots in the business community and communities where we live. We are involved in a broad range of civic and charitable activities, a further indication of our commitment to the communities in which we are based. This is our culture. This is the Withum Way.

Withum started its office in India in 2019 and has grown to the staff of 150 employees at Bangalore office. We continue to serve our USA counterpart and ensure that the business requirements are met with the commitment towards our values and embracing our culture

Job Description

Withum is a place where talent thrives - where who you are matters. It’s a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results. Withum empowers clients and our professional staff with innovative tools and solutions to address their accounting, tax and overall business management and operational needs. As a US nationally ranked Top 25 firm, we recruit only the best and brightest people with a genuine passion for the business.

The Innovation team is seeking a Senior Product Analyst based out of any of our Bangaluru locations within India. This role sits at the intersection of our Tax practice and our product development efforts, analyzing complex tax and business processes to be solved with automation and artificial intelligence. The Senior Product Analyst partners directly with tax professionals to understand how work actually gets done, then translates that understanding into clear requirements, user stories, and delivered product capability.

Withum’s brand is a reflection of our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.

How You’ll Spend Your Time
  • Acting as the primary interface between the Innovation team and the firm’s Tax practice and Product managers translating tax process pain points into product requirements
  • Partnering with tax subject matter experts across compliance, provision, and advisory to document current-state workflows and identify opportunities
  • Leading requirements definition and delivery for tax-focused products, including client intake, workpaper automation, document extraction, and review workflows
  • Writing user stories and acceptance criteria based on business-driven functionality as well as technical capabilities (working with both the Product Owner and Innovation team)
  • Building and executing test scripts, coordinating user acceptance testing with tax teams, and triaging defects through resolution
  • Assisting with execution of product delivery and services which includes benefit realization (ROI of new products, features, tools, services, etc.)
  • Helping the Innovation team align change catalysts to ensure successful adoption and utilization of products within the Tax practice
  • Facilitating knowledge sessions, demonstrations, and training with subject matter experts and stakeholders across the firm
  • Tracking adoption, usage, and time savings, and reporting results back to Innovation and Tax leadership
  • Participating in sprint planning and project/process specification meetings
  • Understanding data movement and detailed knowledge of upstream and downstream systems, including tax software platforms, and the interactions and dependencies between them
  • Seeking awareness of product scope (e.g. MVP) and providing input to define clear user stories to inform product development
Requirements
  • Required Education Level: Bachelor’s degree in Accounting, Business Administration, Technology, Information Technology, or Management Information Systems
  • Required Years of Experience: 6+ years’ experience preferred
  • Required tax experience: direct experience supporting or working within a tax practice or Tax Products (compliance, provision, or advisory), with working knowledge of tax workflows, terminology, and busy season cycles, and the ability to hold credible conversations with tax professionals
  • Hands-on experience with Microsoft Copilot and the broader Microsoft 365 ecosystem, including building or configuring Copilot agents, prompt design, and evaluating AIgenerated output
  • Familiarity with tax technology platforms and document automation tools used in a
  • Experience running user acceptance testing, writing test scripts, and managing defect triage
  • Agile and product management certifications with experience with Azure DevOps and User Story creation
  • Progress toward or desire to obtain Prosci and/or PMP certification
  • Strong personal and communication skills both written and verbal; ability to develop relationships with all stakeholders
  • Exhibits willingness to try new ideas, even when different than status quo
  • Ability to work with several technology platforms including Microsoft Office and various innovative tools and systems such as but not limited to Agile to define clear user stories
  • Ability to prepare charts, tables and diagrams to assist in analyzing problems, utilizing, if necessary, various business, scientific and/or engineering mathematical techniques
  • Responsive and ability to manage multiple projects and communications simultaneously
  • Excellent attention to detail; ability to multitask and adapt to shifting needs and priorities
  • Able to learn and adapt to new and complex procedures quickly

Withum will not discriminate against any employee or applicant for employment

because of race, color, religion, sex, sexual orientation, gender identity, national origin,

age, marital status, genetic information, disability or because he or she is a protected

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