BDO USA, LLP
Managing Director, Tax Digital Transformation & Innovation Product Management
BDO USA, LLP, Pasadena, California, United States, 91122
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 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 as required
Supervisory Responsibilities:
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
Qualifications, Knowledge, Skills, and Abilities:
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.
California Range: $250,000 - $380,000
#J-18808-Ljbffr
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 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 as required
Supervisory Responsibilities:
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
Qualifications, Knowledge, Skills, and Abilities:
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.
California Range: $250,000 - $380,000
#J-18808-Ljbffr