Managing Director, Tax Digital Transformation & Innovation Product Management

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JOB DESCRIPTION

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.

The Managing Director coordinates with the tax practice and software development team to set the strategic direction for creating and implementing technology to meet the needs of our clients and professionals and oversees a portfolio of products.

Job Duties

Product Roadmap and Value Creations

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 with 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 team 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

Supervisory Responsibilities

Other duties as required

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

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

Language(s)

N / A

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

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

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

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

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

About Us

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered on making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits

• offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On

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.” Click here to find out more!

Benefits may be subject to eligibility requirements.

Equal Opportunity Employer

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”

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.

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