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KSM (Katz, Sapper & Miller) · 8 hours ago

Business Analyst - Tax

Indianapolis

Full-time

Onsite

Mid Level

3+ years exp

KSM (Katz, Sapper & Miller) is one of the top 50 largest independent advisory, tax, and audit firms in the United States. They are seeking an experienced Business Analyst to support technology and process improvement initiatives for the firm’s Tax Services group, focusing on enhancing efficiency and system adoption.

AccountingProfessional Services

Growth Opportunities

Responsibilities

Partner with Tax Services stakeholders to understand business processes, system usage, pain points, and opportunities for increased efficiency and automation

Conduct As-Is / To-Be process analysis focused on tax preparation, review, compliance, and related operational processes

Gather, document, and manage business and system requirements related to tax technology platforms, integrations, and workflow improvements

Support enhancements and initiatives involving CCH Axcess Tax, CCH Engagement, and other enterprise CPA firm tax and compliance systems

Collaborate with IT teams, vendors, and product owners to ensure solutions meet the practical needs of tax professionals

Develop test plans, acceptance criteria, and validation scenarios to ensure tax-related system changes function as expected in real-world use

Assist with rollouts, end-user training, and adoption of new tax tools, features, and processes, ensuring smooth transitions during and outside of busy season

Maintain clear documentation including process flows, requirements, data mappings, and user guidance tailored to tax users

Identify opportunities for automation, workflow optimization, and applied AI to reduce manual effort and improve consistency in tax processes

Serve as a trusted liaison between Tax Services and IT, translating tax practice needs into actionable technology solutions

Qualification

Business AnalysisTax Technology PlatformsAgile DeliveryProcess ImprovementAutomationGap AnalysisUser StoriesCCH Axcess TaxCCH EngagementDocumentation SkillsStakeholder ManagementEnd-User TrainingChange ManagementCPA LicenseTechnical RequirementsCommunication SkillsProblem-Solving SkillsAttention to Detail

Required

3+ years of experience as a Business Analyst, Systems Analyst, or in a related role supporting enterprise business applications; experience in a professional services environment strongly preferred

Demonstrated experience documenting business processes, performing gap analysis, and supporting system or process improvements

Ability to work effectively in deadline-driven, compliance-oriented environments and adapt to seasonal workload fluctuations

Experience in Agile or Hybrid (waterfall and hybrid) delivery models based on an MVP mindset

Experience creating user stories with acceptance criteria and definition of done to support incremental delivery and continuous improvement

Strong analytical and problem-solving skills with keen attention to detail

Excellent communication and stakeholder management abilities

Ability to translate complex business needs into clear technical requirements

Proven ability to facilitate end-user training and change management initiatives

Preferred

Prior experience supporting accounting, tax, compliance, or other regulated business functions is a plus, but direct tax practice or CPA firm experience is not required

Holding an active CPA license or having comparable tax preparation experience is a significant advantage for this role, but not a requirement

Preferred certifications: Certified Scrum Master (CSM), PMI-ACP (Agile Certified Practitioner), or SAFe Business Analyst certification