Senior Tax Product Analyst - AI & Automation

Withum; San Francisco (CA); Hybrid; USD 100.000 - 120.000; Vollzeit

Benefits dieser Stelle

Competitive benefits

Bonus program

Zusammenfassung

Withum's Innovation team is seeking a Senior Product Analyst located in the US to bridge Tax practice and product development, translating tax workflows into actionable requirements for automation and AI-enabled solutions. You will partner with tax professionals to understand how work gets done and deliver clear user stories and product capabilities.

Qualified candidates will have a Bachelor's degree and 6+ years in tax-related product or tech roles, hands-on with Microsoft Copilot and Microsoft

Qualifikationen

• Bachelor's degree required in relevant field.
• 6+ years of experience in tax-related product or technology roles.
• Hands-on with Microsoft Copilot and Microsoft 365.
• Familiarity with tax tech platforms and document automation tools.
• Experience with Agile, Azure DevOps, and User Story creation.
• Prosci or PMP pursuit encouraged.
• Strong communication and relationship-building skills.

Aufgaben

• Interface between Innovation, Tax practice and product managers to translate tax pain points into requirements.
• Document current-state workflows with subject matter experts across compliance, provision, and advisory.
• Lead requirements for tax products including client intake, workpaper automation, and review workflows.
• Write user stories and acceptance criteria with Product Owner and Innovation teams.
• Create and execute test scripts; coordinate UAT and triage defects.
• Support product delivery and ROI realization of new features and services.
• Align change catalysts for adoption of tax products within the practice.
• Facilitate knowledge sessions, demos, and training with stakeholders.
• Track adoption, usage, time savings; report to Innovation and Tax leadership.
• Participate in sprint planning and process specification meetings.
• Understand data movement and interactions across tax software platforms.
• Define MVP scope and craft clear user stories for development.

Kenntnisse

Copilot experience

Azure DevOps

User story writing

Agile product management

Ausbildung

Bachelor's degree in Accounting/Business/IT/MIS

Tools

Microsoft Copilot

Microsoft 365

Excel

Power BI

Document automation tools

Jobbeschreibung

Withum's Innovation team is seeking a Senior Product Analyst located in the US to bridge Tax practice and product development, translating tax workflows into actionable requirements for automation and AI-enabled solutions. You will partner with tax professionals to understand how work gets done and deliver clear user stories and product capabilities.

Qualified candidates will have a Bachelor's degree and 6+ years in tax-related product or tech roles, hands-on with Microsoft Copilot and Microsoft