Tax Technology Product Lead
Core
Accelerate adoption of tax technology, automation, and standardized workflows across the Tax practice to improve engagement team efficiency and consistency.
Role type
Tax Technology Product Lead
Builds
Standardized tax workflows, automation solutions, and data management tools for public accounting firms
Domain
Public Accounting / Tax Technology
Deliverable
product features
Required skills
Tax compliance and reporting expertise, process improvement and standardization, change management, stakeholder engagement with senior leaders, training delivery, ROI analysis
Preferred skills
CPA certification, IT/engineering collaboration, project coordination, tax operations/transformation background, analytics platform proficiency (Power BI, Alteryx, Tableau)
Technologies
K1X, RPA, AI, Power Platform, Alteryx, Tableau, advanced Excel
Responsibilities
Lead adoption of tax technologies and automation tools; Partner with engagement teams to identify efficiency opportunities; Act as a change agent for new tools and processes; Deliver training on tax technology and standardization; Translate technology capabilities into practical use cases; Collect feedback and improve tools/processes; Track adoption and efficiency outcomes; Demonstrate ROI of technology investments
Seniority
Mid-level, hands-on IC
