Teams at Withum

Analyzes tax workflows and translates process needs into product requirements, user stories, acceptance criteria, and delivered automation capabilities. Partners with tax professionals and product teams on AI-enabled tax products, testing, defect triage, adoption, ROI tracking, training, and stakeholder communication. Supports sprint planning, documents system dependencies, coordinates user acceptance testing, and helps define product scope and opportunities for process improvement.

Lead tax engagements for financial services clients (hedge funds, private equity, broker dealers). Review staff work, conduct complex tax research and planning, resolve controversies, manage multiple engagements, mentor staff, and deliver client-facing presentations and training.

Lead audit engagements for not-for-profit clients, overseeing planning, execution, budgeting, staff supervision, technical accounting issue resolution, and client relationship management.