Business Analyst - Tax
Summary
Business Analyst bridging tax professionals and tech teams to document needs, automate workflows, and integrate systems for improved tax service delivery.
Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With several offices across the U.S., UK, and India, there is a spot for you!
We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.
At Frazier & Deeter, we’re committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.
Job Summary:
Duties & Responsibilities:
- Engage with tax professionals to identify workflow pain points across corporate tax, individual tax, estate planning, and related tax service areas.
- Assess tax tools, workflows, licenses, and data sources for acquired firms and help define the migration roadmap into F&D platforms.
- Document detailed business requirements for technology solutions, automations, integrations, and AI-enabled capabilities that support the tax practice.
- Collaborate with development, data, AI enablement, support, and security teams to ensure solutions meet tax department needs and client-data requirements.
- Lead user acceptance testing, feedback cycles, and solution validation before rollout to tax teams.
- Coordinate training and adoption support for tax professionals, including newly acquired teams transitioning to F&D systems.
- Act as the liaison between the tax practice and technology teams across both innovation projects and post-acquisition integration.
Education & Experience:
- 4+ years of experience in a tax department, ideally at the senior or manager level.
- Bachelor's degree in a related field preferred; relevant experience may be considered in lieu of a degree.
- Strong understanding of tax workflows, tax data, production deadlines, and practice-management needs.
- Familiarity with tax platforms such as CCH or similar tools.
- Ability to translate practice needs into structured requirements, test plans, and user stories for technical teams.
- Strong communication, documentation, facilitation, and training skills.
- Interest in moving into a technology-enabled business analysis role focused on innovation, automation, and integration.
#LI - hybrid