Senior Analyst | Tax Transformation jobs in United States
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CBIZ · 1 week ago

Senior Analyst | Tax Transformation

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. They are seeking a Senior Analyst to join their Tax Transformation team to drive process improvements and implement digital solutions within their tax practice.

Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses
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H1B Sponsor Likelynote
Hiring Manager
Candace Freeman
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Responsibilities

Partner with tax professionals and IT teams to identify and implement opportunities to streamline and standardize tax processes leveraging offshore resources, automation, process reengineering and advanced workflow technologies to enhance accuracy, efficiency, and scalability
Gather, document, and translate business needs into detailed functional and technical requirements that align with project objectives and enable scalable tax transformation solutions
Develop comprehensive process maps, workflow diagrams, and business requirements documents that clearly outline current and future state processes
Facilitate design workshops, stakeholder interviews, and process walkthroughs to capture current-state and future-state workflows, gather feedback, and document recommendations for improvement
Collaborate with our Business Intelligence & AI teams to implement advanced analytics, automation, and AI-driven solutions to empower tax teams with actionable insights that enhance strategic decision making
Support project management activities, including timelines, resource planning, risk identification, and status reporting
Assist with change management efforts, including user training, documentation, and communication strategies
Monitor key performance indicators and adoption metrics to measure success and identify areas for continuous improvement
Evaluate and advise on new technologies, vendors and products and stay updated with industry trends

Qualification

Tax technology transformationAdvanced analyticsProcess reengineeringCPA certificationTax processes knowledgeAnalytical skillsCommunication skillsProblem-solving skillsDocumentation skillsTeam collaboration

Required

College Degree or equivalent
3 years related experience
Ability to lead and coordinate the team activities of others
Proficient use of applicable technology
Ability to execute and draft technical instructions and guidelines
Ability to document daily activities and system functions
Able to work in a team environment
Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally
Ability to travel as required by business and on-call availability

Preferred

Bachelor's degree in Accounting, Business, Information Systems, or related field
5+ years' experience in tax and/or tax technology transformation (public accounting firm experience strongly preferred)
Strong understanding of tax processes (corporate, partnership, indirect, or international tax) and related technologies
Prior experience with major tax platforms such as those produced by Thomson Reuters and Wolters Kluwer
Excellent analytical, problem-solving, and documentation skills
Strong communication skills; ability to interact effectively with cross-functional stakeholders and senior leadership
Detail-oriented, organized, and able to manage multiple competing priorities
CPA certification

Company

CBIZ through its subsidiaries, provides professional business services primarily to small and medium-sized businesses, individuals,

H1B Sponsorship

CBIZ has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (1)
2022 (1)
2020 (2)

Funding

Current Stage
Public Company
Total Funding
unknown
2003-06-04Acquired
1995-05-05IPO

Leadership Team

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Brad Lakhia
Senior Vice President & Chief Financial Officer
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W
Ware H. Grove
SVP & CFO
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Company data provided by crunchbase