Lead Product Strategy Analyst - Tax Transformation Team

The Tax Transformation Office serves Deloitte Tax, focused on Service Delivery Transformation inclusive of people, process, and technology in order for our Tax Professionals to deliver efficient, high value, quality tax services to our clients. Tax Transformation drives improvements across the full range of Tax market offerings focused on both Tax compliance and advisory services. This is an opportunity to be part of an innovative team within Deloitte Tax that delivers value aligned with the Deloitte brand.

Recruiting for this role ends on May 31, 2026.

Responsibilities

The role requires working knowledge of professional services and the end-to-end engagement life cycle. As a Deloitte Tax Senior, Program Manager on the Transformation team, you will collaborate with Tax subject matter specialists, technologists, and key stakeholders. You will be responsible for managing relationships to track and monitor workstream(s) progress, ensure timely reporting of milestone and dependency status, monitor risks and issues to escalate to leadership, prepare executive-level briefings and reports, and execute day-to-day project management activities to support the tax transformation. Tax transformation projects span Business Threads, inclusive of tax compliance and advisory client service delivery for Corporate, Investment Management, Operating Flowthroughs, Individuals, Estates & Trusts, and Indirect Tax services, as well as cross-thread activities such as initiating, managing and closing engagements. Responsibilities include:

Project Management

• Develop and manage project workplans.
• Manage scope and ensure timely delivery of business outcomes.
• Identify and manage risks, issues, and change requests; facilitate formal decision-making.

Functional

• Engage with Tax professionals to understand client service pain points, assess opportunities, and deliver process improvements.
• Conduct business process analysis and modeling.
• Apply agile and design thinking techniques to process analysis and design.
• Decompose business requirements into functional requirements.
• Collaborate throughout the technology delivery lifecycle.
• Conduct system testing and facilitate user testing.
• Perform business readiness assessments.

Deployment and Adoption

• Prepare and deliver learning materials.
• Plan deployment activities.
• Provide hypercare support.
• Support pilot initiatives.
• Drive adoption through change management and communication.
• Analyze feedback and develop related action plans.
• Decommission legacy systems.

The team

Deloitte Tax LLP's Tax Transformation Office is responsible for the definition of standard processes to support the delivery of Tax services, and the related development and deployment of technology to enable service delivery. The Tax Transformation Office focuses on enhancing Deloitte Tax LLP's ability to deliver value-added, and efficient Tax services to our clients. Tax Transformation consists of professionals with varying backgrounds ranging from Tax Professionals, Human Capital and Technology Consultants, and other IT professionals including QA and Support. The team consults and executes on a wide range of projects with a strong focus on adoption including stakeholder analysis, communications, learning and change management.

Qualifications

Required:

• Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate 2-3 days per week
• Limited immigration sponsorship may be available
• Bachelor's degree in in business or information technology related field
• 3 years of consulting client experience
• 3 years' experience leading project management teams, ideally in a professional services environment, with a focus on strategy implementation, business transformation, and project management
• Demonstrated understanding of standard system development life (SDLC) processes
• Ability to travel 25% a month, based on project work and phase of the delivery cycle
• One of the following active accreditations obtained, in process, or willing and able to obtain:
• • Licensed CPA in state of practice/primary office if eligible to sit for the CPA
  • If not CPA eligible:
  • • Licensed Attorney
    • Enrolled Agent
    • Technology Certifications:
    • • Project Management Professional (PMP)

Preferred:

• Experience in digital transformation
• Smartsheet experience
• Agile delivery and design thinking experience
• Business process analysis and design experience
• End-to-end technology project delivery
• Training delivery and post-production client facing support experience
• Strong focus on deployment, adoption and driving change
• Assist in the development of a tax technology strategy supporting tax compliance and provision platforms to maximize efficiencies and streamline processes
• Experience in defining delivery standards
• Working knowledge of data management and metrics
• Experience in professional environment developing polished presentations, talking points, and content
• High proficiency in MS Office tools: Project, Visio, PowerPoint, Excel, Word, MS Teams, SharePoint
• Strong communication skills and a champion of process and technology improvements
• Demonstrated ability to manage multiple priorities simultaneously while delivering outstanding quality and meeting established deadlines
• Process-driven thinking
• Previous Big 4 experience

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The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $84,980 to $169,650

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html