Senior - Product Analyst - Tax

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. Withum empowers clients and our professional staff with innovative tools and solutions to address their accounting, tax and overall business management and operational needs. As a US nationally ranked Top 25 firm, we recruit only the best and brightest people with a genuine passion for the business.

The Innovation team is seeking a Senior Product Analys within India. 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.

How You’ll Spend Your Time

• 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

Requirements

• Required Education Level: Bachelor’s degree in Accounting, Business Administration,
Technology, Information Technology, or Management Information Systems

• Required Years of

Experience:

6+ years’ experience preferred

• Required tax experience: 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…