Business Analyst - Tax
Frazier & Deeter · Atlanta, Georgia, United States
Professional Services · 501-1,000 employees
About the role
The Business Analyst will partner with tax and technology teams to identify opportunities for process improvement, automation, and system optimization. They will document business requirements, lead user acceptance testing, and act as a liaison during innovation projects and post-acquisition integrations.
What they look for
Requirements
Candidates must have 5+ years of experience in a tax department, ideally at a senior or manager level. A strong understanding of tax workflows, data, and production deadlines is required, along with familiarity with tax platforms like CCH.
Benefits
Full description
Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With several offices across the U.S., UK, and India, there is a spot for you!
We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.
At Frazier & Deeter, we’re committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.
Job Summary:
At Frazier & Deeter, we believe technology should empower our professionals to deliver exceptional client service and operate more efficiently. As a Business Analyst supporting our Tax practice, you will partner closely with tax professionals and technology teams to identify opportunities for process improvement, automation, system optimization, and innovation. This highly collaborative role is ideal for a tax professional who understands the day-to-day realities of tax operations and is excited to help shape the future of how technology supports our growing Tax practice.
Duties & Responsibilities:
- Engage with tax professionals to identify workflow pain points across corporate tax, individual tax, estate planning, and related tax service areas.
- Assess tax tools, workflows, licenses, and data sources for acquired firms and help define the migration roadmap into F&D platforms.
- Document detailed business requirements for technology solutions, automations, integrations, and AI-enabled capabilities that support the tax practice.
- Collaborate with development, data, AI enablement, support, and security teams to ensure solutions meet tax department needs and client-data requirements.
- Lead user acceptance testing, feedback cycles, and solution validation before rollout to tax teams.
- Coordinate training and adoption support for tax professionals, including newly acquired teams transitioning to F&D systems.
- Act as the liaison between the tax practice and technology teams across both innovation projects and post-acquisition integration.
Education & Experience:
- 5+ years of experience in a tax department, ideally at the senior or manager level.
- Strong understanding of tax workflows, tax data, production deadlines, and practice-management needs.
- Familiarity with tax platforms such as CCH or similar tools.
- Ability to translate practice needs into structured requirements, test plans, and user stories for technical teams.
- Strong communication, documentation, facilitation, and training skills.
- Interest in moving into a technology-enabled business analysis role focused on innovation, automation, and integration.
#LI - hybrid
