Senior Tax SME / Techno-Functional Consultant

Job description

Role - Senior Tax SME / Techno-Functional Consultant

Location - Alpharetta, GA

Work Mode - Remote

FPI Tax Platform Transformation

Experience: 12+ Years

Domain: Tax, Capital Markets, Securities Services

Role Overview

We are seeking an experienced Tax Domain SME and Techno-Functional Consultant to lead business consulting and functional design activities for a greenfield enterprise Tax Processing Platform being developed for a leading global consulting organization.

The role requires deep expertise in tax operations, tax computation, capital markets, custody and securities services, combined with strong consulting, business analysis, product ownership, and technology engagement capabilities.

The candidate will act as the bridge between business stakeholders, tax specialists, product owners, architects, and engineering teams, ensuring that business requirements are translated into scalable platform capabilities, workflows, rules engines, data models, and digital solutions.

Key Responsibilities

• Lead business discovery, workshops, and requirements gathering with client stakeholders.
• Define target operating models, business processes, workflows, and controls.
• Translate tax regulations and business requirements into functional specifications.
• Collaborate with architects and development teams to design platform capabilities and solution components.
• Define business rules, tax calculations, exception handling, and compliance controls.
• Prepare BRDs, FRDs, user stories, process flows, and acceptance criteria.
• Drive backlog prioritization, sprint planning, and UAT activities.
• Identify automation, analytics, AI, and GenAI opportunities within tax operations.
• Provide domain guidance throughout development, testing, implementation, and rollout.

Required Domain Expertise

• Foreign Portfolio Investor (FPI) Taxation
• Capital Gains Tax
• Direct Tax Compliance
• Return of Income Preparation
• Tax Position Management
• DTAA / Treaty Benefits
• Corporate Actions
• Custody & Securities Operations
• Reconciliations and Reporting

Required Skills

• Business Analysis
• Functional Architecture
• Product Ownership
• Process Modelling
• Workflow Design
• Data Modelling
• Rules Engine Concepts
• Agile Delivery
• Jira / Azure DevOps
• AI & GenAI Use Case Identification
• Stakeholder Management

Preferred Profile

• Strong consulting background with Big 4, Financial Services, Capital Markets, Custody, Tax Technology, or Regulatory platforms.
• Ability to engage confidently with senior business stakeholders and technology leadership.
• Experience working on large-scale platform transformation or greenfield product development initiatives.
• CA, MBA Finance, CMA, CFA, or equivalent domain background preferred.

What Success Looks Like

• Convert complex tax and operational requirements into a scalable enterprise platform.
• Establish strong business-to-technology alignment.
• Drive adoption of automation, controls, and AI-enabled capabilities.
• Enable delivery of a future-ready, enterprise-grade tax processing platform.

Mandatory Skills : Tax SME + Business Consultant + Product Owner + Functional Architect.

Required Skills :

Basic Qualification :

Additional Skills :

Background Check : No

Drug Screen : No