Tax Technology Product Lead

About the role

The Tax Technology Product Lead is a high-impact, people-facing role responsible for accelerating adoption of tax technology, automation, and standardized workflows across the Tax practice.

Job Responsibilities

• Lead and support adoption and implementation of tax technologies across assigned offices or practice groups, including platforms such as K1X, tax workflow tools, ai solutions, analytics/dashboards, automations and data management solutions, and standardized workpapers
• Partner directly with engagement teams to identify opportunities where technology can reduce manual effort, improve quality, and drive consistency
• Act as a local product champion, helping teams transition from legacy approaches to standardized, technology-enabled workflows
• Serve as a trusted change agent for Partners, Managers, and engagement teams as new tools and processes are introduced
• Deliver and reinforce training related to tax technology, automation, and standardization
• Translate complex technology into clear, practical, real-world use cases that resonate with tax professionals
• Collect real-time feedback from engagement teams and translate insights into actionable recommendations for improving tools, processes, and enablement programs
• Partner closely with Quality & Risk Management on initiatives tied to standardization, quality, and risk mitigation
• Collaborate with Tax Technology, Transformation, and Enablement teams to support firmwide priorities
• Track and report on adoption, utilization, and efficiency outcomes associated with tax technology initiatives
• Support leadership in demonstrating ROI and business impact of technology investments

Requirements

• Bachelor’s degree in Accounting, Finance, Business Administration, Computer Science, or a related field
• Minimum of 5 years of experience in public accounting tax (preferably within a large or mid-sized firm)
• Solid understanding of tax compliance and reporting processes
• Working knowledge of tax software and automation tools (e.g., RPA, AI, data analytics)
• Strong communication and collaboration skills, comfort engaging directly with Partners and senior leaders
• Creative, solutions-oriented mindset with the ability to connect multiple tools or ideas to solve practical problems

Preferred Qualifications

• CPA strongly preferred
• Experience working with IT, engineering, or technology teams on tax initiatives
• Familiarity with project coordination tools or methodologies
• Background in tax training, tax quality, tax operations, or tax transformation
• Experience with tax and analytics platforms such as CCH Access, GoSystems, Power Platform (Power BI, Power Automate), Alteryx, Tableau, and advanced Excel; programming exposure a plus