Content Management Analyst- Tax SME

Tax Analyst SME Role Summary We are seeking a Tax Analyst with a focus on being a Tax Planning Subject Matter Expert (SME) to support the design, development, and quality of next-generation, AI enabled tax software solutions. This role brings real-world accounting and tax practitioner expertise into product development, ensuring that tax planning rules are implemented accurately and reflect how tax professionals work in practice. The ideal candidate has 3-5 years of experience at a CPA firm, with hands-on responsibility for tax return preparation and tax planning. Experience in the 1040 space is required, and exposure to pass-through returns and K-1s is preferred. This role partners closely with product, software engineering, and quality teams to clarify complex rules, define edge cases, validate calculations, and ensure software behavior aligns with practitioner expectations. Key Responsibilities Tax domain & content expertise Interpret tax rules and translate them into implementable logic for planning calculations, rates, thresholds, phaseouts, and lookup-table driven behavior. Identify edge cases and scenarios that must be supported to meet practitioner expectations and compliance needs. Provide authoritative guidance on rule interpretation in complex or ambiguous scenarios. Maintain awareness of tax law and administrative guidance changes that impact planning content and tooling. Next gen tool enablement Translate practitioner knowledge into clear functional guidance for product, engineering and QA teams. Partner with product and engineering to define and refine workflows for next-generation content maintenance and validate calculation logic and outcomes against real world tax scenarios. Surface adoption risks early and propose mitigations. Provide hands-on feedback from use cases to improve usability, trust, and efficiency of the tooling. Requirements, validation, and quality Author clear functional requirements, user stories, and acceptance criteria that are testable and aligned to practitioner outcomes. Validate calculations, roll-forwards and reporting outputs to ensure accuracy and compliance Assist QA teams by reviewing test cases and identifying coverage gaps. Serve as domain escalation point for defects discovered during testing. Create, review, and execute test plans (including UAT) to validate accuracy, consistency, and regression stability across releases. Investigate and triage defects; collaborate with QA and engineering to identify root cause and confirm fixes. Cross-functional collaboration & communication Represent the voice of the tax practitioner and ensure alignment with real-world workflows. Serve as the day-to-day tax compliance representative in cross-functional discussions, balancing speed of delivery with quality and risk management. Communicate complex tax and workflow concepts clearly to technical and nontechnical audiences, document decisions and rationale. Support demos, enablement sessions, and quick-reference guidance to accelerate adoption across the analyst community. Qualifications 3-5 years of experience in tax preparation, tax technology, tax research, or tax content development (public accounting, industry, or software) primarily with 1040 federal and state returns required, with additional exposure to pass through returns and K-1s preferred. CPA or CPA eligible preferred. Strong understanding of how tax professionals use planning tools and the types of data/lookup tables that drive planning outcomes. Demonstrated ability to translate tax rules into precise, testable requirements and validate outcomes through scenario-based testing. High attention to detail and comfort working with ambiguity; proactive in surfacing risks, assumptions, and gaps. Experience with commercial tax planning and/or compliance software (as a practitioner user or within a tax software organization). Exposure to data-driven content maintenance, rule engines, or structured content systems. Experience supporting change management, training, demos, or analyst enablement for new tooling. Comfort using developer-adjacent tooling (e.g., test environments, issue tracking systems, basic query or scripting) to accelerate analysis and validation. Communication & Leadership Skills Written and verbal communication and story telling skills, with the ability to explain complex tax and accounting concepts clearly to technical and nontechnical audiences;

• Ability to collaborate effectively across product, engineering, QA, and leadership teams in a matrixed environment
• Comfort providing clear, timely guidance and constructive feedback to support decision making and quality outcomes even when situations may feel conflicting or tense
• Ability to influence without formal authority/title or reporting structure by grounding recommendations in practitioner experience and data
• Proactive communicator who surfaces risks, ambiguities, and edge cases early to avoid downstream rework
• Demonstrated professionalism and credibility when representing practitioner perspectives in cross functional discussions Our Interview Practices To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts.

Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we're getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process. Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

Compensation:

$43,900.00 - $75,250.00 USD Compensation range listed is based on primary location of the position. Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process.

Additional Information:

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request. If making a difference matters to you, then you matter to us. Join us, at Wolters Kluwer, and be part of a dynamic global technology company that makes a difference every day. We're innovators with impact. We provide expert software and information solutions that the world's leading professionals rely on, in the moments that matter most. You'll make a real difference in the lives of millions of people. Together with our customers, we help to advance sustainability, health, justice, prosperity, and commerce around the world. You can thrive at Wolters Kluwer, where diversity is core to our collective strength and high performance. Be your unique self, share your creative ideas, do your best work, and take time to grow in our caring and inclusive culture where you can belong. Wolters Kluwer reported 2025 annual revenues of €6.1 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs more than 21,000 people worldwide. Our customers work in industries that impact the lives of millions of people every single day. Our mission is to empower our professional customers with the AI-powered solutions they need to make critical decisions, achieve successful outcomes, and increase productivity. We deliver trusted, AI-powered expert solutions that combine deep domain knowledge, proprietary content, and advanced technology to provide expert-validated insights, automate workflows, and drive better outcomes. Today, nearly 70% of our digital revenues come from AI-powered solutions, reflecting our strategic focus on embedding AI into professional workflows and delivering measurable productivity gains. We are committed to helping professionals navigate complexity, improve the way they work, and solve critical challenges through cloud-based, AI-powered platforms that integrate seamlessly into their workflows and ecosystems. Our solutions are designed to deliver impact when it matters most, especially in high-stakes environments where accuracy and trust are essential. With a nearly 190-year legacy, Wolters Kluwer continues to evolve its portfolio of digital solutions and services to meet the changing needs of professionals worldwide, enabling them to work faster, make smarter decisions, and deliver better outcomes. For more information about our solutions and organization, visit www.wolterskluwer.com, or follow us on LinkedIn, Instagram and Facebook. Wolters Kluwer has a dedicated team of experienced talent acquisition professionals who are ready to hear what makes you tick and share how Wolters Kluwer can help you achieve your goals and ambitions. Here Rasi Fawaz shares some tips on what recruiters are looking for on a resume. As a global organization, we recognize that solving a wide range of complex problems requires diverse perspectives and innovative thinking. We know that bringing our best to our customers, communities, and other key stakeholders requires a highly engaged and talented workforce - one that represents the diversity of those we serve and the communities where we live and work. We aim to provide a welcoming environment and equitable opportunities for all employees regardless of background, nationality, race, ethnicity, gender, gender identity, age, sexual orientation, marital status, disability, or religion. This principle is ingrained in our company values and articulated in our Code of Business Ethics. At Wolters Kluwer, you'll feel valued for your contributions, and you'll know that your health, safety, and well-being are important to us. Our well-being benefits provide tools, programs, and resources to help our diverse employees feel healthy, happy, safe, and prosperous. Our global Together we thrive well-being program reflects our commitment to supporting colleagues across physical, mental, social, and financial well-being. That commitment has been recognized externally through Ragan's Top Places to Work for

Employee Wellbeing:

Large Organization in 2024. More recently, Wolters Kluwer was recognized by Forbes as one of America's Best Large Employers 2026 and America's Best Employers for Engineers 2026. In 2025, Wolters Kluwer was also recognized by Forbes as one of America's Best Employers for Women. To ensure we continue to drive innovation that enables us to develop products and services to best serve our customers, we cultivate a workplace culture rooted in mutual respect, bringing forward insights from a wide range of backgrounds, perspectives, and experiences. We are also committed to complying with laws requiring equal opportunity in hiring, promotion, and other employment decisions. All qualified applicants will receive consideration without regard to race, color, religion, sex (including pregnancy, gender identity, transgender status, and sexual orientation), national origin, disability, age, genetic information, veteran status, or any other characteristic protected by applicable law, and we do not tolerate discrimination on any of these bases. GDPR Wolters Kluwer ("we" or "us") wants to inform you about the ways we process your personal information. In this Privacy & Cookie Notice we explain what personal information we collect, use and disclose. You'll find details related to GDPR and other data privacy policies on our Careers Privacy and Cookies page.