Senior Analyst | Tax Transformation

CBIZ Employee Services Organization; Atlanta (GA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Comprehensive medical and dental insurance

Retirement savings

Education assistance

Job summary

A leading professional services firm is seeking a skilled Sr. Analyst to join their Tax Transformation team in Atlanta. The candidate will leverage analytical expertise and tax knowledge to enhance process efficiencies and implement digital solutions. Responsibilities include partnering with tax and IT teams for streamlined processes and utilizing advanced analytics. A Bachelor’s degree and CPA certification are preferred, along with 5+ years in tax technology transformation. This role offers a collaborative, growth-oriented environment.

Qualifications

• 5+ years experience in tax and/or tax technology transformation.
• Strong understanding of corporate, partnership, indirect, or international tax processes.
• Experience in leading cross-functional teams.
• Excellent communication and ability to interact with cross-functional stakeholders and senior leadership.
• Detail-oriented with ability to manage multiple priorities.

Responsibilities

• Identify and implement opportunities to streamline tax processes.
• Gather and document business needs into functional and technical requirements.
• Collaborate with IT for analytics and AI-driven solutions.
• Facilitate design workshops and stakeholder interviews to capture current and future state workflows.
• Collaborate with BI & AI teams to implement analytics, automation, and AI-driven solutions for actionable insights.
• Support project management activities including timelines, resource planning, risk identification, and status reporting.
• Assist with change management including user training, documentation, and communication strategies.

Skills

Analytical expertise

Tax knowledge

Communication skills

Problem-solving skills

Detail-oriented

Education

Bachelor’s degree in Accounting, Business or Information Systems

CPA certification

Tools

Tax platforms (Thomson Reuters, Wolters Kluwer)

Business Intelligence tools

Automation software

Job description

• Locations 3625 Cumberland Blvd, Suite 1100, Atlanta, GA, 30339, US 4849 Greenville Avenue, Suite 1000, Dallas, TX, 75206, US 721 Emerson Road Suite 400, St. Louis, MO, 63141, US 1001 McKinney Street, Suite 1700, Houston, TX, 77002, US 5959 Rockside Woods Blvd N, Suite 600, Cleveland, OH, 44131, US 1221 Broadway, Suite 1925, Nashville, TN, 37203, US (Hybrid)

CBIZ is seeking a skilled Sr. Analyst to join our Tax Transformation team. The ideal candidate will leverage deep analytical expertise and tax knowledge to drive process improvements, implement digital solutions, and support strategic change initiatives within our tax practice. You will collaborate with cross‑functional teams to analyze business requirements, design effective solutions, and facilitate the successful adoption of tax technologies across the firm.

In this role, you’ll be at the forefront of tax innovation and digital transformation and have the opportunity to make a meaningful impact on our tax practice by driving strategic change and implementing leading‑edge technologies. Our culture fosters a collaborative, growth‑oriented environment with a strong emphasis on professional development.

Essential Functions and Primary Duties

Partner with tax professionals and IT teams to identify and implement opportunities to streamline and standardize tax processes leveraging offshore resources, automation, process reengineering and advanced workflow technologies to enhance accuracy, efficiency, and scalability.

Gather, document, and translate business needs into detailed functional and technical requirements that align with project objectives and enable scalable tax transformation solutions.

Develop comprehensive process maps, workflow diagrams, and business requirements documents that clearly outline current and future state processes.

Facilitate design workshops, stakeholder interviews, and process walkthroughs to capture current‑state and future‑state workflows, gather feedback, and document recommendations for improvement.

Collaborate with our Business Intelligence & AI teams to implement advanced analytics, automation, and AI‑driven solutions to empower tax teams with actionable insights that enhance strategic decision making.

Support project management activities, including timelines, resource planning, risk identification, and status reporting.

Assist with change management efforts, including user training, documentation, and communication strategies.

Monitor key performance indicators and adoption metrics to measure success and identify areas for continuous improvement.

Evaluate and advise on new technologies, vendors and products and stay updated with industry trends.

Preferred Qualifications

Bachelor’s degree in Accounting, Business, Information Systems, or related field.

5+ years’ experience in tax and/or tax technology transformation (public accounting firm experience strongly preferred).

Strong understanding of tax processes (corporate, partnership, indirect, or international tax) and related technologies.

Prior experience with major tax platforms such as those produced by Thomson Reuters and Wolters Kluwer.

Excellent analytical, problem‑solving, and documentation skills.

Strong communication skills; ability to interact effectively with cross‑functional stakeholders and senior leadership.

Detail‑oriented, organized, and able to manage multiple competing priorities.

CPA certification.

Travel Requirements

Less than 10% travel.

Minimum Qualifications

• College Degree or equivalent
• 3 years related experience
• Ability to lead and coordinate the team activities of others
• Proficient use of applicable technology
• Ability to execute and draft technical instructions and guidelines
• Ability to document daily activities and system functions
• Able to work in a team environment
• Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally
• Ability to travel as required by business and on‑call availability

#LI-HP1 #LI-Hybrid

About Us

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward‑thinking insights and actionable solutions to help clients anticipate what’s next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.

CBIZ strives to be our team members’ employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Notice to Candidates Requiring Sponsorship

At this time, CBIZ is not engaging with applicants who require sponsorship.

Compensation & Benefits

The specific compensation for this role will be determined based on the education, experience, geographical location, and skill set of the individual selected for this position. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.

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Equal Opportunity Employer

CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights .