Business Analyst

Tax/Audit Business Analyst

This role involves extracting tax/audit requirements from a tax/audit firm's senior leadership to build a software platform supporting tax/audit business analysis, business requirements, and program/product leadership. The role requires comfort interfacing between executive levels and the software development teams building products for auditors. Minimum 5-7 years of experience required. Role is mostly remote, although it requires travel to Dallas and/or Nashville once a month.

We are seeking an experienced Business Analyst to serve as the critical bridge between tax and audit industry leadership and software development teams responsible for building innovative technology solutions for auditors and tax professionals.

This role will partner directly with senior executives, business leaders, subject matter experts, product leaders, and development teams to translate complex tax and audit business processes into actionable requirements, product strategies, and technology solutions. The ideal candidate combines strong business analysis expertise with exceptional stakeholder management skills and the ability to operate comfortably in both executive and technical environments.

The Business Analyst will play a key role in shaping the vision, roadmap, and delivery of software products that enhance tax and audit operations, compliance, reporting, workflow management, and business intelligence capabilities.

Key Responsibilities:

• Business Analysis & Requirements Management
• Elicit, document, analyze, and validate business requirements from tax and audit firm leadership and subject matter experts.
• Conduct workshops, interviews, and discovery sessions to understand current-state processes and future-state business needs.
• Create business requirements documents (BRDs), functional requirements, user stories, workflows, process maps, and use cases.
• Translate complex business objectives into clear, actionable requirements for product and engineering teams.
• Identify process improvement opportunities and recommend technology-driven solutions.
• Executive Stakeholder Engagement
• Build trusted relationships with executive leadership, partners, directors, and operational stakeholders.
• Facilitate discussions between business leaders and technology teams to ensure alignment of priorities and objectives.
• Present findings, recommendations, roadmaps, and status updates to senior leadership.
• Manage competing priorities while maintaining stakeholder consensus and project momentum.
• Product & Program Leadership
• Support product strategy, roadmap planning, and prioritization efforts.
• Partner with Product Managers, UX teams, and Engineering Leads throughout the software development lifecycle.
• Participate in backlog refinement, sprint planning, user acceptance testing, and release planning activities.
• Ensure delivered solutions align with business objectives and user expectations.
• Solution Design & Delivery
• Collaborate with development teams to clarify requirements and resolve business questions.
• Develop workflow diagrams, business process models, and functional specifications.
• Assist in testing strategy development, test case creation, and validation of delivered functionality.
• Support implementation, adoption, and change management activities.
• Industry Expertise
• Develop a deep understanding of tax and audit workflows, compliance requirements, and operational practices.
• Monitor industry trends and emerging technologies impacting tax and audit organizations.
• Serve as a liaison between business stakeholders and technology teams regarding industry-specific requirements.

Key Qualifications:

• Bachelor's degree in Business, Information Systems, Accounting, Finance, or a related field.
• 5-7+ years of Business Analyst experience supporting software development, enterprise applications, or digital transformation initiatives.
• Demonstrated experience gathering requirements from senior executives and business stakeholders.
• Experience writing detailed business requirements, functional specifications, user stories, and process documentation.
• Strong understanding of Agile, Scrum, and/or hybrid project delivery methodologies.
• Excellent facilitation, communication, presentation, and stakeholder management skills.
• Ability to translate complex business concepts into clear technical requirements.
• Strong analytical and problem-solving capabilities.
• Experience working with distributed teams in a remote environment.