Tax Senior Manager, DT&I; State and Local Tax

Job Description

Tax Digital Transformation & Innovation (DT&I) Product Management Senior Manager manages 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.

• Contributes to the vision and product 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 Value Management Office or similar organization to track and report business value and value creation
• Evaluates requests for capabilities from the practice to determine options and recommendations for fulfilling the need in context of the broader DT&I product strategy

• Ensures products are developed consistently with BDO’s tax technology strategy and guiding principles
• Ensures product team members are following leading practices for providing requirements/user stories and working with the development team
• Oversees and is actively engaged in the process of gathering requirements/user stories
• 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
• Creates and manages the execution of product maintenance plans and budget
• Manages post‑release user support

• Ensures appropriate resources assigned to projects to meet objectives and timelines
• Identifies potential challenges and proposes solutions
• Oversees product management and business analyst senior associate and associates working on assigned projects

• Serves as point of contact for stakeholders, coordinating and communicating proactively with all relevant stakeholders
• Serves as a liaison between the business and developers, gathering and applying feedback from users and others in the tax practice

• 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 projects to meet objectives and timelines
• Oversees Product Management managers, senior associates, and associates working on assigned projects
• Acts as a supervisor to team members / career advisor as assigned

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

• Eight or more years of experience in tax and/or technology product management, required
• Four or more years of experience in tax, preferred
• Four 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, partnerships, and individuals, 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 Microsoft Excel, required
• Experience with project management tools (Azure Dev Ops, Jira, etc.), preferred
• Experience with Thomson Reuters ONESOURCE Income Tax compliance (OIT) software and ONESOURCE Tax Provision, preferred

• N/A

• Str…