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About the Role

The Innovation team is seeking a Senior Product Analyst to analyze complex tax and business processes for automation and artificial intelligence solutions. This role partners with tax professionals to understand workflows and translate them into product requirements and user stories.

Responsibilities

Act 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
Partner with tax subject matter experts across compliance, provision, and advisory to document current-state workflows and identify opportunities
Lead requirements definition and delivery for tax-focused products, including client intake, workpaper automation, document extraction, and review workflows
Write user stories and acceptance criteria based on business-driven functionality as well as technical capabilities
Build and execute test scripts, coordinate user acceptance testing with tax teams, and triage defects through resolution
Assist with execution of product delivery and services which includes benefit realization (ROI of new products, features, tools, services, etc.)
Help the Innovation team align change catalysts to ensure successful adoption and utilization of products within the Tax practice
Facilitate knowledge sessions, demonstrations, and training with subject matter experts and stakeholders across the firm
Track adoption, usage, and time savings, and report results back to Innovation and Tax leadership
Participate in sprint planning and project/process specification meetings
Understand data movement and detailed knowledge of upstream and downstream systems, including tax software platforms, and the interactions and dependencies between them
Seek awareness of product scope (e.g. MVP) and provide input to define clear user stories to inform product development

Requirements

Direct experience supporting or working within a tax practice or Tax Products (compliance, provision, or advisory)
Working knowledge of tax workflows, terminology, and busy season cycles
Ability to hold credible conversations with tax professionals
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

Skills

Microsoft Copilot
Microsoft 365 ecosystem
Tax technology platforms
Document automation tools
User acceptance testing
Test script writing
Defect triage
Agile
Product management
Azure DevOps
User Story creation
Prosci certification
PMP certification
Microsoft Office
Innovative tools and systems
Data analysis

Location

New York, NY
Red Bank, NJ
Whippany, NJ
East Brunswick, NJ
Princeton, NJ
Philadelphia, PA
Boston, MA
Burlington, MA
Braintree, MA
Providence, RI
Buffalo, NY
Tysons Corner, VA
Colombia, MD
Houston, TX
Lincolnshire, IL
San Francisco, CA
Los Angeles, CA
Orange County, CA

Work Type

Hybrid

Experience Level

6+ years’ experience preferred

Education Level

Bachelor’s degree in Accounting, Business Administration, Technology, Information Technology, or Management Information Systems

Salary/Compensations

$100,000–$120,000

Benefits

Competitive benefits package
Bonus program (for eligible roles) based on individual and firm performance

About the Company

Withum is a place where talent thrives - where who you are matters. It’s a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results.
Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You.
Experience the Transformative Power of Withum Plus You - that’s the Power in the Plus!
Withum’s brand is a reflection of our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.

Equal Opportunity

WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.