Director of Product – SafeSend, Gather & Deliver

Thomson Reuters

. Own the SafeSend portfolio end to end, including Gather, Organizers, e-Sign, Delivery, Returns, and Extensions .

Posted 10/15/2026full-timeUnited StatesLead💰 $157,500 - $292,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in product management with a focus on building and productizing platform and API solutions. Proven ability to lead high-performing teams and manage stakeholder relationships while enhancing user experiences in tax and accounting workflows.

Highest-signal resume keywords

Product ManagementAPI DevelopmentAI-Native ProductsStakeholder ManagementTax and Accounting Workflow

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Product Line ManagementData ExtractionOrchestrationSystems ThinkingWorkflow Components

Soft Skills

Team BuildingCustomer PartnershipDecision Making

Tools & Technologies

SafeSendCoCounselTaxCaddy

Certifications & Qualifications

Advanced Business DegreeTechnical Degree

Industry Keywords

FintechDocument ProcessingData ProcessingEnterprise Customers

About the role

Key responsibilities & impact

Own the SafeSend portfolio end to end, including Gather, Organizers, e-Sign, Delivery, Returns, and Extensions
Deliver the portfolio season over season at the reliability and scale required by tax-filing peaks
Converge SafeSend and TaxCaddy into one Gather & Deliver experience for firms and taxpayers
Turn SafeSend components into reusable workflow components across the gather–prepare–deliver flow and CoCounsel platform
Expand SafeSend APIs, events, and integrations so firms and partners can embed SafeSend in their portals and workflows
Enable orchestration so AI agents and partner systems can coordinate gather and delivery programmatically
Bring agentic Gather and AI-driven extraction, preparation, and review into SafeSend on the CoCounsel platform
Shape a market-defining product and reduce manual work for firms while improving the taxpayer experience

Requirements

What you’ll need

8+ years in product management
Experience leading a product line at scale as a Director or senior PM
Experience building and productizing platform, API, or developer-facing products
Track record of converging or migrating products without disrupting existing customers
Fluency with AI-native products, including data extraction, agents, and orchestration
Comfort partnering with a platform team
Strong systems thinking and ability to view a portfolio as composable components
Experience in the tax and accounting workflow space strongly preferred
Strong stakeholder management
Proven record of building high-performing teams
Background in tax and accounting, fintech, or document/data-processing workflows preferred
Experience partnering with large, demanding enterprise customers as design partners
Comfort owning commercially consequential product decisions
Advanced business or technical degree preferred

Benefits

Comp & perks

Flexible hybrid working environment
Work from anywhere for up to 8 weeks per year
Flexible vacation
Two company-wide Mental Health Days off
Headspace app access
Retirement savings
Tuition reimbursement
Employee incentive programs
Mental, physical, and financial wellbeing resources
Two paid volunteer days off annually
Pro-bono consulting projects and ESG initiatives
Health, dental, vision, disability, and life insurance programs
Competitive 401(k) plan with company match
Paid time off, paid holidays, parental leave, and sabbatical leave
Optional hospital, accident and sickness insurance
Optional life and AD&D insurance
Flexible Spending and Health Savings Accounts
Fitness reimbursement
Employee Assistance Program
Group Legal Identity Theft Protection benefit
529 Plan access
Commuter benefits
Adoption & Surrogacy Assistance
Employee Stock Purchase Plan
Annual Bonus based on enterprise and individual performance
Flexible work arrangements
Career development, continuous learning, and skills development programs