Senior - Product Analyst - Tax

Withum; Bengaluru; On-site; INR 2,000,000 - 4,000,000; Full time

Job summary

Withum in Bengaluru seeks a Senior Product Analyst to bridge the Tax practice and product development, translating tax workflows into clear requirements, user stories, and delivered product capability. You will partner with tax professionals to understand how work is done and translate it into actionable product needs.

You will lead requirements, document workflows, and contribute to client intake, automation, and review processes, writing acceptance criteria and testing artifacts within an

Qualifications

• Bachelor’s degree in Accounting, Business Administration, Technology, Information Technology, or MIS.
• 6+ years’ experience preferred in tax-related product or process improvement.
• Hands-on experience with Microsoft Copilot and Microsoft 365 ecosystem; building/configuring Copilot agents, designing prompts, evaluating AI output.
• Familiarity with tax technology platforms and document automation tools.
• Experience running user acceptance testing, writing test scripts, and managing defect triage.
• Agile and product management certifications; experience with Azure DevOps and User Story creation.
• Progress toward or desire to obtain Prosci and/or PMP certification.
• Strong communication skills and ability to build relationships with stakeholders.
• Willingness to try new ideas and adapt to changing priorities.
• Ability to work across multiple platforms and document workflows.

Responsibilities

• Act as the primary interface between the Innovation team and the Tax practice and Product managers to translate tax pain points into product requirements.
• Partner with tax SMEs across compliance, provision, and advisory to document current-state workflows and identify opportunities.
• Lead requirements definition and delivery for tax-focused products, including client intake, workpaper automation, document extraction, and review workflows.
• Write user stories and acceptance criteria based on business needs and technical capabilities.
• Develop test scripts, coordinate user acceptance testing, and triage defects to resolution.
• Support product delivery and measure ROI and adoption of new features and tools.
• Facilitate knowledge sessions, demonstrations, and training with stakeholders.
• Track adoption, usage, and time savings; report results to Innovation and Tax leadership.
• Participate in sprint planning and project/process specification meetings.
• Understand data movement and interactions between tax software platforms and systems.

Skills

Tax experience

Agile

User stories

Stakeholder management

Communication

Copilot / AI tooling

Azure DevOps

Microsoft 365

Education

Bachelor’s degree in Accounting/Business/IT

Tools

Microsoft Copilot

Microsoft 365

Azure DevOps

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 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

Website: www.withum.com

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