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Title: Tax IT Business Relationship Analyst

Exempt or Non-Exempt: Exempt

Work Area | Department: Columbus Office | Operations

Position Statement

The Tax IT Business Relationship Analyst ( Tax IT BRA), will serve as a liaison between the firm’s Senior Manager, Technology & Innovation, the IT department, and tax client-facing service professionals within the organization. The Tax IT BRA supports senior IT and tax leadership by helping gather requirements, document needs, and coordinate day-to-day communication between the IT department and tax stakeholders.

The Tax IT BRA helps to collate business requirements, service expectations, and pain points of the tax department to ensure effective and efficient use of existing tools and to identify and quantify needed IT investments. The Tax IT BRA will engage with associates at all levels to understand business requirements, key performance indicators and metrics, timelines for services, business expectations, and other information required to maximize the value of the firm’s IT investments.

The Tax IT BRA will focus on four major initiatives established by the firm: Profitability, Practice Growth; Client Focus; and Brand Culture/Development.

Tasks

• Gain an understanding of tax’s current technology tools in place within the organization and the application of those tools to the business.

• Monitor and analyze business performance, identify areas of improvement, and develop plans to address weaknesses through the use of firm technology and AI.

• Provide guidance to teams to enable cross-training, best practices, and use cases for the firm’s technology and AI tools.

• Coordinate across departments to ensure communication and collaboration in the use of technology and AI.

• Identify strategic business function opportunities, both short-term and long-term, and track adoption across tax.

• Facilitate innovation in business processes and technology solutions delivery.

• Assist with developing business capability goals, change management plans, and the tax technology roadmap.

Profitability

• Maximize the use of technology and AI and break down barriers between tax and IT to drive positive business value results.

• Align tax IT initiatives and AI strategy with overall firm strategy.

• Identify how digital awareness, business continuity, business capability requirements, and risk awareness can generate business value.

• Maintain creativity and innovation by staying on top of industry trends.

• Perform value stream mapping.

Practice Growth

• Excellent communication, leadership and interpersonal skills. Ability to interface and communicate with associates at all levels of the tax organization.

• Develop networking and other practice development skills.

• Identify special projects and/or internal initiatives that will provide opportunities for tax department growth.

Client Focus

• Build relationships within tax, developing and implementing strategies to meet business objectives, and ensuring the tax department's goals are met.

• Effectively manage competing priorities and projects under tight deadlines while exceeding expectations.

• Help capture and document what business leaders need to improve performance, with coaching from senior team members.

• Communicate with tax leadership to evaluate business initiatives and tools to align to business priorities. Provide frequent updates to leadership on in-process initiatives and other IT events.

• Develop judgment to identify and mitigate risks.

Brand Culture|Development

• Exemplifies Brand Attributes of the firm.

• Demonstrate the ability to be collaborative and to encourage others to collaborate in the use of technology, breaking down organizational silos.

• Develop and maintain strong relationships with team members, interfacing with all levels of talent at the firm.

• Support and ensure adherence to all administrative policies and procedures of the Firm.

• Exhibit ability to work independently, having confidence in their ability to address and resolve conflicts with peers, subordinates, and firm leaders.

• Enhances firm collaboration through interactions with associates from other departments.

Work Experience|Education

• Bachelor’s Degree in (information systems, engineering, computer science, finance, accounting) and/or related experience; or equivalent combination of education and experience.

• Internship, co-op, or academic project experience in accounting, tax, IT, or business analysis preferred. Exposure to a professional services or public accounting environment is a plus.

• Working knowledge of AI concepts and hands-on experience with AI tools (e.g., Microsoft Copilot, Claude, Perplexity), with the ability to champion adoption across the tax department.

• Proficient in Microsoft Office products.

• Demonstrated ability to build relationships and collaborate effectively through coursework, internships, student organizations, or part-time roles.

• Highly organized, proactive, and has the ability to gain an in-depth understanding of the business and its operations.

• Strong analytical and problem-solving skills, with the ability to break down complex issues and propose practical solutions.

• Ability to manage multiple prominent work projects simultaneously.

• Understanding of IT portfolio management and evaluating project criteria on ROI, strategic alignment, cost savings and suitability.

• Desire to learn and continue to develop professional talents and skills that will enhance the relationships with our partners. Seeks professional certifications (such as BRMP) that benefit GBQ and personal growth.

Organizational Relationships

• Will report directly to Performance Manager who will provide any necessary guidance relative to work performance through the formal evaluation process.

• Primary report to the Senior Manager, Technology & Innovation; secondary report to the Director of Tax and Advisory.

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