Senior Tax SME / Techno-Functional Consultant

MSRcosmos LLC; United States; Remote; USD 140,000 - 210,000; Full time

Job summary

MSRcosmos LLC in the United States is seeking an experienced Tax Domain SME and Techno-Functional Consultant to lead business consulting and functional design for a greenfield enterprise tax processing platform.

You will bridge business stakeholders, tax specialists, product owners, architects and engineering teams to translate complex tax requirements into scalable platform capabilities, workflows, rules engines and data models.

Qualifications

• Translate tax requirements into scalable platform capabilities and workflows.
• Define target operating models, processes and controls for tax platforms.
• Collaborate with architects and developers to design tax platform components.

Responsibilities

• Lead business discovery, workshops and requirements gathering with client stakeholders.
• Define target operating models, processes, workflows and controls.
• Translate tax regulations and business requirements into functional specifications.
• Collaborate with architects and development teams to design platform capabilities.
• Define business rules, tax calculations, exception handling and compliance controls.
• Prepare BRDs, FRDs, user stories, process flows and acceptance criteria.
• Drive backlog prioritization, sprint planning and UAT activities.
• Identify automation, analytics, AI, and GenAI opportunities within tax operations.
• Provide domain guidance throughout development, testing, implementation and rollout.

Skills

Business Analysis

Functional Architecture

Product Ownership

Workflow Design

Agile Delivery

GenAI Usage

Stakeholder Mgmt

Education

CA/MBA/CFA/CMA

Job description

Role - Senior Tax SME / Techno-Functional Consultant

Work Mode - Remote

FPI Tax Platform Transformation

Experience: 12+ Years

Domain: Tax, Capital Markets, Securities Services

Role Overview

We are seeking an experienced Tax Domain SME and Techno-Functional Consultant to lead business consulting and functional design activities for a greenfield enterprise Tax Processing Platform being developed for a leading global consulting organization.

The role requires deep expertise in tax operations, tax computation, capital markets, custody and securities services, combined with strong consulting, business analysis, product ownership, and technology engagement capabilities.

The candidate will act as the bridge between business stakeholders, tax specialists, product owners, architects, and engineering teams, ensuring that business requirements are translated into scalable platform capabilities, workflows, rules engines, data models, and digital solutions.

Key Responsibilities

• Lead business discovery, workshops, and requirements gathering with client stakeholders.
• Define target operating models, business processes, workflows, and controls.
• Translate tax regulations and business requirements into functional specifications.
• Collaborate with architects and development teams to design platform capabilities and solution components.
• Define business rules, tax calculations, exception handling, and compliance controls.
• Prepare BRDs, FRDs, user stories, process flows, and acceptance criteria.
• Drive backlog prioritization, sprint planning, and UAT activities.
• Identify automation, analytics, AI, and GenAI opportunities within tax operations.
• Provide domain guidance throughout development, testing, implementation, and rollout.

Required Domain Expertise

• Capital Gains Tax
• Direct Tax Compliance
• Return of Income Preparation
• Tax Position Management
• Corporate Actions
• Custody & Securities Operations
• Reconciliations and Reporting

Required Skills

• Business Analysis
• Functional Architecture
• Product Ownership
• Workflow Design
• Agile Delivery
• AI & GenAI Use Case Identification
• Stakeholder Management

Preferred Profile

• Strong consulting background with Big 4, Financial Services, Capital Markets, Custody, Tax Technology, or Regulatory platforms.
• Ability to engage confidently with senior business stakeholders and technology leadership.
• Experience working on large-scale platform transformation or greenfield product development initiatives.
• CA, MBA Finance, CMA, CFA, or equivalent domain background preferred.

What Success Looks Like

• Convert complex tax and operational requirements into a scalable enterprise platform.
• Drive adoption of automation, controls, and AI-enabled capabilities.
• Enable delivery of a future-ready, enterprise-grade tax processing platform.

Skills

Mandatory Skills : Tax SME + Business Consultant + Product Owner + Functional Architect.