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Job Summary

The Tax Digital Transformation & Innovation (DT&I) Product Management Managing Director leads the product lifecycle for proprietary technology solutions supporting the tax practice and delivery of services to clients. The ideal candidate will have a deep understanding of tax and technology product development with a proven track record of successfully launching and managing products used to enable the delivery of professional services.

Job Duties

Product Roadmap and Value Creation

• 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.

Product Development Lifecycle Management

• 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.

Stakeholder Management

• 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.

Deployment, Adoption and Implementation

• 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.

Market Presence

• 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.

Other Duties

• 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.

Education

• 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.

Qualifications, Knowledge, Skills, and Abilities

• 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.

Experience

• 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.

License/Certifications

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

Software

• 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.

Other Knowledge, Skills, & Abilities

• 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.

National Range: $200,000 - $350,000

Maryland Range: $200,000 - $350,000

NYC/Long Island/Westchester Range: $200,000 - $350,000

Equal Opportunity Employer, including disability/vets

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

BDO USA, P.A. is an EO employer M/F/Veteran/Disability