Senior Product Analyst
About the job
- A bachelor's degree in Accounting, Business Administration, Technology, Information Technology, or Management Information Systems is required.
- Six or more years of experience is preferred.
- Direct experience supporting or working within a tax practice or Tax Products (compliance, provision, or advisory), with working knowledge of tax workflows, terminology, and busy season cycles, and the ability to hold credible conversations with tax professionals.
- Hands-on experience with Microsoft Copilot and the broader Microsoft 365 ecosystem, including building or configuring Copilot agents, prompt design, and evaluating AI-generated output.
- Familiarity with tax technology platforms and document automation tools used in a professional services environment.
- Experience running user acceptance testing, writing test scripts, and managing defect triage.
- Agile and product management certifications, with experience using Azure DevOps and creating user stories.
- Progress toward or desire to obtain Prosci and/or PMP certification.
- Ability to work with technology platforms including Microsoft Office and innovative tools and systems such as Agile to define clear user stories.
- Ability to prepare charts, tables, and diagrams to assist in analyzing problems, using business, scientific, and/or engineering mathematical techniques as needed.
- Ability to manage multiple projects and communications simultaneously.
- Attention to detail, multitasking, and adapting to shifting needs and priorities.
- Ability to learn and adapt to new and complex procedures quickly.
- Time management skills.
- Act as the primary interface between the Innovation team and the firm’s Tax practice and Product managers, translating tax process pain points into product requirements.
- Partner with tax subject matter experts across compliance, provision, and advisory to document current-state workflows and identify opportunities.
- Lead requirements definition and delivery for tax-focused products, including client intake, workpaper automation, document extraction, and review workflows.
- Write user stories and acceptance criteria based on business-driven functionality and technical capabilities, working with both the Product Owner and Innovation team.
- Build and execute test scripts, coordinate user acceptance testing with tax teams, and triage defects through resolution.
- Assist with product delivery and services execution, including benefit realization (ROI of new products, features, tools, and services).
- Help the Innovation team align change catalysts to ensure successful adoption and utilization of products within the Tax practice.
- Facilitate knowledge sessions, demonstrations, and training with subject matter experts and stakeholders across the firm.
- Track adoption, usage, and time savings, and report results to Innovation and Tax leadership.
- Participate in sprint planning and project/process specification meetings.
- Understand data movement and upstream and downstream systems, including tax software platforms, and their interactions and dependencies.
- Maintain awareness of product scope (e.g., MVP) and provide input to define clear user stories that inform product development.
- Progress toward or desire to obtain Prosci and/or PMP certification.
- Six or more years of experience is preferred.
About the company
Withum provides advisory, tax, and audit services to a global client base. It helps businesses grow through tailored, industry-aware guidance and technology-enabled solutions. Its offerings include business advisory, digital solutions (CRM and ERP consulting), and cybersecurity services with risk scoring and incident response. Revenue comes from consulting fees, audits, and subscription-based advisory and digital services, aiming to improve efficiency, reduce risk, and create new opportunities.
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
N/A
Headquarters
Princeton, New Jersey
Founded
1974
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Simplify's Take
What believers are saying
- March 2026 Aiwyn Experience cuts client portal friction and strengthens recurring digital workflows.
- September 2026 FHH CPAs added 30 staff and deeper assurance capacity in Los Angeles.
- October 1, 2026 San Diego growth targets life sciences and technology demand.
What critics are saying
- October 2025 Wildermuth shareholders sued WithumSmith+Brown in New Jersey over NAV and valuation errors.
- September 2026 FHH integration risks methodology clashes, file conversion failures, and quality-control gaps.
- If integration mishandles audits, litigation and partner departures can unwind the 2026 growth story.
What makes Withum unique
- Withum's 1974 founding and HLB International membership give it global reach without Big Four bureaucracy.
- Aiwyn Experience and Dynamic Audit Solution show firm-wide productized technology adoption.
- 2025-2026 acquisitions built a unified national footprint across Texas, Illinois, New York, and California.
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Benefits
Hybrid Work Options
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Company News
Withum sets sights on West Coast growth opportunities. CONSULTING: Tax Service Grows Team, Client Base in San Diego Daniel Pearson October 1, 2026 SAN DIEGO - Withum is growing it's San Diego presence as it expands into new markets and builds specialized teams and new technologies to meet increasing demand in the life sciences and technology fields. Firm-wide, Withum had a 27% total growth rate in 2025, bringing their total revenue to $767 million. About $150 million of New Jersey-based Withum's total revenue is now generated on the West Coast, according to Withum CEO Patrick Walsh. "The big markets in Southern California are areas where, on the East Coast, we've already built an incredibly strong brand," Walsh said. "So we are uniquely well positioned to take that skill set, those talented individuals, and really serve the client base in the San Diego market specifically." Unified national footprint. The past year of increased net revenue was propelled by a series of mergers that began in May 2025 when Withum acquired PKF Texas, bringing in 160 employees to the firm. Two months later, Withum acquired CTM CPAs & Business Advisors in Chicago. Lastly, New York-based Freed Maxick was acquired in August 2025, bringing in increased healthcare consulting and manufacturing capabilities for the firm. Withum's San Diego team is reaping rewards from the firm's newfound resources, due to the firm having a "unified national footprint on an industry basis, not a geographic basis." After an acquisition, Withum looks for organic expansion within the firm, aligning talent within a region where they can best meet the needs of related industries. "Our team has strong ties to the San Diego market and has built deep relationships within the business community, while also giving clients access to industry specialists and resources from across the country," said Andrew Hills, partner-in-charge at the San Diego Withum office. "That's where the strength of our local presence, backed by the resources and reach of a national platform, becomes a powerful advantage for our clients." Life sciences, technology growth. The life sciences industry in San Diego is booming. It generated $55.2 billion in economic output in 2025 alone, according to data from the Biocom California Economic Impact Report. Withum is responding to an increased demand for their services within the life sciences and technology markets and is bringing in new personnel to meet growing demand in the region. The firm recently promoted Alex Rockoff to partner and relocated him to the San Diego office from New York. Rockoff has nearly 15 years of auditing experience in the life sciences and technology sectors and will guide Withum's current push to reach more San Diego clients in that market. "As we go to market with technology and life sciences, we look at where identified clients are across the nation. Southern California, there's great clients there," Walsh said. "Now, we have people on the ground in San Diego that are focused on developing that market for technology or financial services, and we build the market around those people. We're excited for what Alex is going to be able to grow in the market." The firm is investing in new technology and talent as their industry becomes increasingly competitive. "Recently, there's been a lot of changes in the professional services market with outside capital coming in and investing in accounting firms," Walsh said. "It's a consolidating industry, so as there's fewer and fewer firms, it continually ups the ante for competition." Withum was one of the first investors in a new auditing software called the Dynamic Audit Solution, and the first to fully adopt it for their entire firm. This program has changed the firm's audit methodology, allowing their auditors to "audit based on risk and not blindly fill out check marks." Withum continues to invest in AI-driven technology and diversified talent, bringing on new expertise like a specialized AI team, including a director of artificial intelligence and AI department heads for different service lines. "My job is to make sure we can counsel them through the rapidly changing environment in which they're operating in," Walsh said. Withum FOUNDED: 1974 PRESIDENT/CEO: Patrick Walsh, CPA, MBA, Managing Partner and CEO HEADQUARTERS: Princeton, NJ BUSINESS: Public Accounting and Advisory EMPLOYEES: 3,300 REVENUE: $767M WEBSITE: www.withum.com CONTACT: [email protected] NOTABLE: IPA-ranked 20th largest public accounting firm in the nation.
Kristy Anderson | Withum. September 22, 2026// Kristy Anderson, Business Development Executive, Withum Kristy Anderson joins Withum as a Business Development Executive, bringing over 15 years of experience helping organizations drive business growth and cultivating client relationships across a broad range of industries. At Withum, Kristy will play a key role in advancing the Firm's business development efforts and expanding relationships across strategic industries and markets. https://www.linkedin.com/in/kristypeffers/ Announce your new employees, promotions, board positions, community notes and leaders in your organization to the Rochester Business Journal's influential audience. The information in the Movers & Shakers section is provided by the submitter.
Farber Hass Hurley LLP joins practice with withum. Sep 01, 2026, 12:30 ET Withum expands in Southern California, strengthening its West Coast footprint and assurance practice. LOS ANGELES, Sept. 1, 2026 /PRNewswire/ - Withum, a top 20 advisory and accounting firm, announced today that Farber Hass Hurley LLP (FHH CPAs), a public accounting and tax firm headquartered in Chatsworth, CA, has joined its practice effective September 1, 2026. FHH CPAs' three partners and approximately 30 team members will join Withum's Los Angeles office. "We are excited to join Withum, as FHH and Withum share a commitment to professional integrity, people-first culture and innovative problem-solving," said Michel Abedian, CPA, Farber Hass Hurley LLP Partner-in-Charge. "Together, we will bring clients broader capabilities, deeper expertise and expanded resources while continuing to deliver the exceptional, relationship-driven experience they expect." "Farber Hass Hurley's joining Withum is an important step in our continued growth on the West Coast and in the strategically important LA market," said Withum's Managing Partner and CEO, Pat Walsh. "Their strong assurance practice, client-focused approach and talented team bring meaningful depth to our firm. I'm especially excited to welcome two dynamic next-generation partners who will help shape our continued growth and vision for years to come. We look forward to building on this momentum together." In addition to expanding Withum's assurance and consulting practices, enhanced industry and service strengths resulting from the FHH CPAs union include: industrial and consumer products, not-for-profit, private equity, media and entertainment, life sciences, construction, technology and employee benefit plan services. About Farber Hass Hurley LLP Farber Hass Hurley LLP (FHH CPAs) is a public accounting firm founded in 1990 that provides audit, accounting and tax services to private and publicly held companies. Built on the mission of "National Firm Experience with Local Attention," FHH CPAs combines Big Four experience with hands-on partner involvement, serving complex organizations across Southern California and beyond. About Withum Established in 1974, Withum is a national top-ranking public accounting firm that provides advisory, tax and audit services on a local-to-global scale. Headquartered in Princeton, NJ, Withum has a presence in major financial centers nationwide. Withum is an independent member of HLB International, a global network of independent advisory and accounting firms. Learn more at withum.com. SOURCE Withum
Withum expands west: Withum adds Farber Hass Hurley in California. CPA Practice Advisor reports that Withum, a Princeton, NJ-based top 20 firm, has added Farber Hass Hurley, a public accounting and tax firm headquartered in Chatsworth, CA, effective Sept. 1. The announcement signals geographic expansion and additional tax and accounting capacity in California for Withum. What the source says: CPA Practice Advisor reports that Withum, a top-20 firm based in Princeton, NJ, has added Farber Hass Hurley, a public accounting and tax firm headquartered in Chatsworth, California, effective Sept. 1. The source frames this as an addition to Withum's footprint. Why this matters to CPA firms: Geographical additions like this typically involve integrating client rosters, staff, and systems. For managing partners and COOs, the immediate operational implications are integration planning (systems, workflows, and supervision) and assessing where the combined capacity relieves or strains current service delivery. Expect near-term human-labor needs for integration tasks-IT mapping, file conversions, policy alignment, and state-specific tax and licensing checks-followed by potential net capacity gains as duplicate roles are rationalized. Impact on professional judgment and risk: Merging practices across states can introduce differences in methodology, documentation standards, and quality-control practices. Firms will need to reconcile those differences to maintain consistent professional judgment and supervision. There is also an operational risk window during and immediately after integration when oversight gaps can increase the likelihood of errors. Economic and client-capacity implications: Expanding into California may enable Withum to cross-sell services and grow revenue lines regionally, but it also requires upfront integration costs and possible short-term billing disruptions. For practice leaders, the opportunity is to redeploy freed capacity into higher-margin advisory work while managing the transitional cost of aligning staff and systems.
Withum Capital has appointed Robin Kim as managing director of investment banking. Kim brings over 20 years of transaction and corporate finance experience to lead the growth of Withum's investment banking practice. Throughout his career, Kim has advised on transactions representing more than $30 billion in aggregate value. He specialises in working with founder-led, family-owned and privately held businesses through growth initiatives, ownership transitions and liquidity events. Based in Orange County, California, Kim will work with Withum's advisory professionals nationwide to support clients worldwide. The appointment comes as middle-market businesses face increasing complexity around succession planning, capital formation and growth initiatives. Withum is a top 25 advisory and accounting firm headquartered in Princeton, New Jersey.