Senior Product Analyst - Tax AI & Automation

Withum; Providence (RI); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Bonus program

Benefits package

Job summary

Withum is seeking a Senior Product Analyst in its Innovation team, working at the intersection of Tax and product development. Based in one of our US offices—including Providence, RI, or others—the role partners with tax professionals to translate workflows into clear user stories and delivered product capabilities.

You will own requirements, write acceptance criteria, lead testing, and help drive adoption, measure ROI, and collaborate across compliance, provision, and advisory teams using Agile

Qualifications

• Bachelor's degree in Accounting, Business Administration, Technology, IT, or MIS.
• 6+ years' experience in tax or Tax Products (compliance, provision, or advisory).
• Hands-on experience with Microsoft Copilot and the Microsoft 365 ecosystem.
• Familiarity with tax technology platforms and document automation tools.
• Experience running UAT, writing test scripts, and managing defect triage.
• Agile/product management certifications; experience with Azure DevOps and user stories.
• Progress toward or desire to obtain Prosci and/or PMP certification.
• Strong communication and relationship-building skills.

Responsibilities

• Acting as the primary interface between the Innovation team and Tax practice and product managers to translate tax pain points into requirements.
• Partnering with tax SMEs across compliance, provision, and advisory to document current-state workflows and 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 with the Product Owner and Innovation team.
• Building and executing test scripts, coordinating UAT with tax teams, and triaging defects.
• Assisting with product delivery and measuring ROI, adoption, and impact.
• Helping align changes to ensure successful adoption of products within Tax.
• Facilitating knowledge sessions, demonstrations, and training with stakeholders.
• Tracking adoption, usage, and time savings, reporting results to Innovation and Tax leadership.

Skills

Copilot

Microsoft 365

Agile PM

User stories

Communication skills

Time management

Education

Bachelor's degree in Accounting, Business Administration, Technology, Information Technology, or MIS

Tools

Azure DevOps

Document automation tools

Job description

Withum is seeking a Senior Product Analyst in its Innovation team, working at the intersection of Tax and product development. Based in one of our US offices—including Providence, RI, or others—the role partners with tax professionals to translate workflows into clear user stories and delivered product capabilities.

You will own requirements, write acceptance criteria, lead testing, and help drive adoption, measure ROI, and collaborate across compliance, provision, and advisory teams using Agile