Technical Business Analyst - Tax Senior (Partnership)

BDO USA•New York, NY

16h•$75,000 - $110,000

About The Position

The Tax Senior, Digital Transformation & Innovation (DT&I) drives value to the tax practice through the creation, change-management, deployment and support of processes and technologies needed to meet the demands of the market and our professionals. The ideal candidate will have an understanding of technology, process and data that is supported by their experience as a tax professional. The Tax Senior, DT&I coordinates with the tax practice and DT&I team to create and implement technology tools to meet the needs of our clients and professionals.

Requirements

A combined three (3) years or more of tax and technology experience, of which a minimum of two (2) years is tax experience, required
Proficient in the use of Microsoft Office suite, specifically Excel, PowerPoint and Word, required
Self-starter with the ability to work effectively both independently and in multi-disciplinary teams
Strong verbal and written communication skills
Strong analytical, and critical thinking, required
Proactive mindset and ability to think ahead to identify and anticipate problems before they arise
Foundational knowledge of US direct and/or indirect taxation
Ability to work within a deadline-driven environment and handle multiple projects simultaneously
Foundational knowledge of process design and improvement, including lean-six sigma principles

Nice To Haves

Bachelor’s degree required; focus in Accounting, Finance, Business Administration, or Information Systems, preferred
Master’s degree in Accounting, Taxation or J.D., preferred
Working towards relevant business, accounting, project management or technology certification, preferred (CPA, EA, PMP, etc.)
Experience with Tax software, such as ONESOURCE, GoSystem, CorpTax, SurePrep, and/or CCH Axcess, preferred
Experience with Azure DevOps, preferred

Responsibilities

Participates in change management initiatives, ensures smooth adoption of new and existing processes and technologies
Supports the deployment of firm-developed and third-party Tax technology tools
Creates comprehensive training materials and delivers engaging training sessions on firm-standard technologies
Collaborates with technology product and development teams to define product requirements for new Tax tools and solutions
Evaluates tax processes to achieve maximum efficiency and accuracy while identifying bottlenecks and implementing solutions that streamline operations
Provides ongoing support to the tax practice, acting as a point of contact for technology-related queries and challenges
Assists in the planning and execution of change management and product deployment plans, as needed
Participates in tracking project progress and performance indicators, providing relevant observations to the team for improvement discussions
Supports project communication efforts by organizing information and updates to keep team members informed; drafts communications, as necessary
Contributes to the creation and/or delivery of training for products/processes/projects, as needed
Provides user support on technology products and processes, as needed
Assists with the implementation of internally developed and third-party firm-standard tax technology on engagements, as needed
Documents product business requirements, as prescribed by the tax practice and communicate those requirements to developers, as needed
Performs testing on products and processes, as needed
Provides comprehensive feedback to team members, addressing both areas of strength and opportunities for improvement to foster professional growth
Other duties as required
Acts as a direct supervisor to team members, as assigned
Acts as a mentor, as assigned