Senior Tax Product Analyst — AI & Automation

Withum; Lincolnshire (IL); On-site; USD 100,000 - 120,000; Full time

Job summary

Withum seeks a Senior Product Analyst to bridge the Tax practice and product development, turning tax workflows into clear product requirements and delivering automation-driven capabilities. You will partner with tax SMEs, document current-state processes, and lead tax-focused product definitions and acceptance criteria.

Ideal candidates have 6+ years in tax-related roles, hands-on Copilot/Microsoft 365 experience, and Agile/Azure DevOps credentials.

Qualifications

• Bachelor's degree in Accounting, Business Administration, Technology, Information Technology, or Management Information Systems.
• 6+ years' experience preferred.
• Direct experience supporting or working within a tax practice or Tax Products (compliance, provision, or advisory).
• Hands-on experience with Microsoft Copilot and the broader Microsoft 365 ecosystem, including building or configuring Copilot agents, prompt design, and evaluating AI-generated output.
• Familiarity with tax technology platforms and document automation tools used in a professional services environment.
• 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
• Excellent time management skills.

Responsibilities

• 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

Skills

Microsoft Copilot

Microsoft 365

Azure DevOps

User Story creation

Agile

Communication skills

Education

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

Tools

Copilot

Microsoft 365

Azure DevOps

Job description

Withum seeks a Senior Product Analyst to bridge the Tax practice and product development, turning tax workflows into clear product requirements and delivering automation-driven capabilities. You will partner with tax SMEs, document current-state processes, and lead tax-focused product definitions and acceptance criteria.

Ideal candidates have 6+ years in tax-related roles, hands-on Copilot/Microsoft 365 experience, and Agile/Azure DevOps credentials.