Sr. Business Analyst, Tax Transformation

Marcum LLP offers a great career with exceptional benefits, including a highly competitive salary, flexible work options, and industry-leading technology.

Job Summary

The Tax Transformation Senior Business Analyst will collaborate with cross-functional teams to identify and solve process inefficiencies, drive standardization, leverage technology platforms and automation, and manage data to provide business intelligence to internal teams and external clients.

Key Responsibilities

• Assess, understand, and document current state processes
• Identify opportunities for process improvement via automation and process reengineering
• Gather and document stakeholder requirements
• Prepare user stories and process diagrams for development
• Understand the use of current tax tools and best practices
• Work with Project Managers or self-manage projects beginning to end, depending on size/scope
• Partner with Business Intelligence colleagues to develop dashboards with KPIs and other key data
• Foster relationships with key stakeholders across each Marcum LLP practice group
• Track project success via metric tracking; Prepare status reporting presentations
• Prepare and provide initial training and product documentation for users
• Learn and understand the Marcum tax processes and tech stack
• Evaluate and advise on new technologies, vendors and products and stay updated with industry trends

Requirements

• Minimum of 4 years of relevant experience in a tax role within a medium or large tax/accounting environment, with at least 2 years in a true IT business analysis or tax technology position
• Experience documenting process workflows, use cases, and user stories
• Advanced knowledge of tax applications and tax workflows
• Strong analytical skills, with the ability to interpret business needs and translate them into application and functional requirements
• Exceptional professional level communication and interpersonal skills, with the capacity to engage effectively with stakeholders at all levels
• Proficiency in Microsoft products (Excel, Word, Outlook, PowerPoint), products such as Visio, and Adobe
• Advanced data extraction and transformation skills using Microsoft Excel
• Strong analytical, problem-solving, and decision-making skills
• Excellent listening and communication skills
• Innovative and transformative mindset
• Prior experience using and the capability to learn and evaluate tax software applications
• Ability to work independently in a fast-paced dynamic environment
• Bachelor's degree in Accounting, Business Management, Computer Science, or equivalent