Own SafeSend’s connected tax workflow for accounting firms, taxpayers, and partners through APIs, integrations, and product convergence.
This Director of Product role leads SafeSend as the taxpayer-facing perimeter and Tax Workflow engine for accounting firm clients. You will bring SafeSend and TaxCaddy together while opening capabilities to firm and partner ecosystems. Success means connected workflows, less manual work, and accessible product components.
Key Responsibilities:

Deliver Gather & Deliver across firm ecosystems
Unify SafeSend and TaxCaddy capabilities
Enable firms to embed SafeSend through APIs
Connect tools, data, reporting, and integrations
Build reusable components across workflow stages
Requirements:

Eight-plus years in product management
Scaled product line leadership experience
Platform, API, or developer product background
Product migration experience without customer disruption
Strong systems thinking and stakeholder management
Own SafeSend’s tax workflow strategy through product convergence, reusable components, open APIs, integrations, and firm-focused delivery.

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Director of Product Tax Workflow