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

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)
Experience supporting process improvement, standardization, or automation initiatives
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

Tax Technology Product Lead

Key skills