Senior Product Analyst- Tax Innovation

WithumSmith+Brown PC•New York City, NY

19h•Hybrid

About The Position

The Innovation team is seeking a Senior Product Analyst based out of any of the following US office locations: 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; or Orange County. This role sits at the intersection of our Tax practice and our product development efforts, analyzing complex tax and business processes to be solved with automation and artificial intelligence. The Senior Product Analyst partners directly with tax professionals to understand how work actually gets done, then translates that understanding into clear requirements, user stories, and delivered product capability. 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.

Requirements

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), with working knowledge of tax workflows, terminology, and busy season cycles, and the 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

Nice To Haves

Progress toward or desire to obtain Prosci and/or PMP certification

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