Senior Tax Product Analyst, AI-Driven Innovation

Withum; Princeton (NJ); Hybrid; USD 100,000 - 120,000; Full time

Benefits offered by this job

Hybrid work model

Bonus program

Job summary

Withum is seeking a Senior Product Analyst to bridge the Tax practice and product development, translating tax workflows into actionable product requirements.

You will partner with tax experts to map current processes, define user stories, and drive delivery of automated, AI-enhanced tax solutions. Collaboration across teams and strong communication are essential for success in a hybrid work model.

Qualifications

• Bachelor's degree in Accounting, Business Administration, Technology, Information Technology, or MIS is required.
• 6+ years' experience in a tax-related role or Tax Products.
• 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 communication skills and ability to collaborate with stakeholders.
• Willingness to try new ideas and adapt to changing priorities.

Responsibilities

• Acting as the primary interface between the Innovation team and the firm's Tax practice and Product managers, translating tax pain points into product requirements.
• Partnering with tax SMEs 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 needs and technical capabilities.
• Building and executing test scripts, coordinating user acceptance testing, and triaging defects.
• Assisting with execution of product delivery and services, including ROI realization of new products and features.
• Helping the team align change catalysts for adoption and utilization of products within Tax.
• Facilitating knowledge sessions, demonstrations, and training with stakeholders across the firm.
• Tracking adoption, usage, and time savings, reporting results to Innovation and Tax leadership.
• Participating in sprint planning and project/process specification meetings.
• Understanding data movement and dependencies between tax software platforms.

Skills

Copilot usage

Microsoft 365

Agile product mgmt

User story creation

Education

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

Tools

Azure DevOps

Document automation

Tax technology platforms

Job description

Withum is seeking a Senior Product Analyst to bridge the Tax practice and product development, translating tax workflows into actionable product requirements.

You will partner with tax experts to map current processes, define user stories, and drive delivery of automated, AI-enhanced tax solutions. Collaboration across teams and strong communication are essential for success in a hybrid work model.