Managing Director, Tax Digital Transformation & Innovation Product Management

• Defines and executes the product vision, strategy, and roadmap to maximize value delivered by ensuring the prioritization of the roadmap is aligned with tax practice strategy and needs
• Manages product scope, budget, and timeline
• Leads the product team in delivering value
• Coordinates with the DT&I leadership team and portfolio management leader to track and report business value and value creation
• Manages the product portfolio and lifecycle, including new product development and decisions regarding product discontinuation
• Oversees market analysis, competitive analysis, and product positioning
• Ensures the product delivers the outcomes agreed upon with the business and appropriately supports the business strategy

• Ensures products are developed consistently with BDO's tax technology strategy and guiding principles
• Champions agile and incremental product development to ensure product team members are following leading practices of SDLC (software development lifecycle)
• Oversees the process of gathering requirements/user stories and works with business analysts and subject matter experts to refine the product backlog regularly.
• Oversees the development and execution of product business testing plans
• Coordinates with the tax practice and technical teams for product release logistics
• Ensures all required prerelease reviews and approvals are completed prior to release
• Manages the creation and execution of the deployment, adoption, and change management plans
• Manages the execution of product maintenance plans and budget
• Ensures product complies will all relevant policies and risk issues are identified and addressed

• Serves as a face of the product for stakeholders, coordinating and communicating proactively with all relevant stakeholders
• Obtains stakeholder buy-in to ensure the product roadmap aligns with business requirements and priorities
• Serves as a liaison between the business and developers, gathering and applying feedback from users and others in the tax practice
• Proactively manages stakeholder expectations and engagement to ensure product success
• Liaises with Office of Tax Quality and Risk Management (OTQRM) to ensure products adhere to Tax quality and risk management firm standards

• Jointly responsible with deployment team for deployment and adoption strategy
• Works with deployment terms members to ensure successful deployment and adoption of the product
• Identifies and guides training needs and plan
• Proactively addresses concerns raised by users

• Leads strategy discussions with pursuit teams about how to best leverage capabilities of products to create a strategic advantage in pursuits
• Responsible for working with marketing to create overall market strategy for products, including those used solely to support BDO services
• Participates in pursuits by presenting BDO's technology stack capabilities related to products under management
• Educates tax professionals and business development professionals on BDO's technology tools and how to present them as part of their pursuits and leverage them effectively on engagements

• Ensures appropriate resources are assigned to managers, senior associates, and associates on projects to meet objectives and timelines
• Oversees Product Management managers, senior associates, and associates working on assigned projects
• Acts as career advisor to team members as assigned

• Bachelor's degree, required; focus in Accounting, Finance, Information Systems, Business Administration or Computer Science, preferred
• Master's degree in Accounting, Taxation or J.D., preferred

• Twelve (12) or more years of experience in tax and/or technology product management, required
• Six (6) or more years of experience in tax, preferred
• Six (6) or more years of experience in technology product management with a track record of successfully launching and managing product, preferred
• Experience with corporate taxation, consolidations, partnership taxation, and individual taxation, preferred
• Experience with process design and/or improvement, preferred
• Experience serving in a product management/product owner role for enterprise grade tax applications that support the delivery of professional services, preferred

• CPA, JD, EA, PMP, or other relevant certification, preferred
• Certified Product Manager, preferred

• Proficient in the use of Microsoft Excel, required
• Experience with project management tools (Azure DevOps, Jira, etc.), preferred
• Experience with Thomson Reuters ONESOURCE Income Tax compliance (OIT) software and ONESOURCE Tax Provision, preferred

• N/A

• Strong knowledge of product management and implementing leading practices
• Strong leadership skills, with experience managing and mentoring teams
• Excellent communication and collaboration skills, with the ability to work effectively with cross-functional teams
• Strong analytical and problem-solving skills, with the ability to make data-driven decisions with sound judgement
• Strong organizational skills, especially the ability to meet project deadlines with a focus on details
• Ability to manage multiple stakeholders in a matrix organization
• Ability to work in a deadline-driven environment and handle multiple complex projects simultaneously
• Able to effectively manage a team of professionals and delegate work assignments as needed
• Able to encourage team environment on projects and contribute to the professional development of assigned personnel
• Build and maintain relationships with stakeholders and all members of the product team
• Strong executive presence with the ability to successfully interact with professionals at all levels

• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities
• BDO Total Rewards that encompass so much more than traditional “benefits.”

BDO