Director of Product — SafeSend (Gather & Deliver)

Director of Product — SafeSend (Gather & Deliver)

Job Description:

Accounting firms are reinventing how they prepare tax returns, and their clients, taxpayers expect a simple, secure, digital way to hand over documents and get a finished return. Firms expect everything in between to be faster, more automated, and connected to the tools they already run. SafeSend is where that happens: the taxpayer-facing perimeter and engine of Tax Workflow for accounting firm clients, the surface taxpayers touch, and, through its APIs, the engine firms build their own workflows on.

As Director of Product for SafeSend, you will own that surface and lead its evolution into an AI-driven, agentic gather-prepare-deliver experience on Thomson Reuters’ CoCounsel platform and open it up so firms and partners can build on it.

The opportunity:

• •Firms are consolidating fragmented point tools into one connected workflow and want a single partner to deliver it.
• •Taxpayers expect a modern, mobile, trustworthy way to share documents and receive their return.
• •Document data extraction is going AI-native; firms want agentic preparation and review and are adopting it now.
• •Firms increasingly want to build on open APIs so their own portals, data and reporting stay connected as the market converges.
• •SafeSend sits at the center of all four. This is a build-and-converge mandate — shaping a market-defining product, not maintaining a mature one.

Key Responsibilities:

• •Deliver SafeSend. Own the SafeSend portfolio end to end — Gather, Organizers, e-Sign, Delivery, Returns and Extensions — season over season, at the reliability and scale that tax-filing peaks demand.
• •Converge SafeSend and TaxCaddy. Bring the best of SafeSend and TaxCaddy together into one Gather & Deliver experience for every firm and taxpayer
• •Componentize the portfolio. Turn each part of SafeSend into reusable workflow components that can be recomposed across the gather – prepare – deliver flow and used across the broader CoCounsel platform, rather than locked inside a single app.
• •Enable expanded SafeSend access via APIs and orchestration. Expand the SafeSend API surface — open APIs, events and integrations — as a first-class capability, so firms and partners embed SafeSend in their own portals and workflows and keep their tools, data and reporting connected, with orchestration so AI agents and partner systems can coordinate gather and delivery programmatically.
• •Deliver agentic Gather & Deliver through CoCounsel. Bring agentic Gather — and AI-driven extraction, preparation and review — into the SafeSend experience on the CoCounsel platform, so more of the work shifts from staff to the platform while the firm stays in control.

What success looks like:

• •Firms experience one connected Gather & Deliver workflow, whatever ecosystem they run today.
• •The SafeSend API is something firms and partners actively build on, not a bespoke integration project.
• •Firms reach AI-driven, agentic preparation and review through SafeSend, season over season.
• •Taxpayers get a simpler, faster, more trustworthy experience — and firms see measurably less manual work.

Required Qualifications:

• •8+ years in product management, including leading a product line at scale as a Director or senior PM.
• •Experience building and productizing platform, API or developer-facing products — not only features on top of them.
• •A track record of converging or migrating products without disrupting existing customers.
• •Fluency with AI-native products (data extraction, agents, orchestration) and comfort partnering with a platform team.
• •Strong systems thinking — able to see a portfolio as composable components rather than a monolith.
• •Experience in the tax & accounting workflow space strongly preferred
• •Strong stakeholder management and a proven record of building high-performing teams

Preferred Qualifications:

Background in tax & accounting, fintech, or document / data-processing workflows.

Experience partnering with large, demanding enterprise customers as design partners.

Comfort owning commercially consequential product decisions.

Advanced business or technical degree preferred

#LI-DS4

• This posting is for proactive recruitment purposes and may be used to fill current openings or future vacancies within our organization.
• What’s in it For You?

• •Hybrid Work Model: We’ve adopted a flexible hybrid working environment for our office-based roles while delivering a seamless experience that is digitally and physically connected.
• •Flexibility & Work-Life Balance: Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our flexible work arrangements, including work from anywhere for up to 8 weeks per year, empowering employees to achieve a better work-life balance.
• •Career Development and Growth: By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow’s challenges and deliver real-world solutions. Our Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI-enabled future.
• •Industry Competitive Benefits: We offer comprehensive benefit plans to include flexible vacation, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.
• •Culture: Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more. We live by our values: Obsess over our Customers, Compete to Win, Challenge (Y)our Thinking, Act Fast / Learn Fast, and Stronger Together.
• •Social Impact: Make an impact in your community with our Social Impact Institute. We offer employees two paid volunteer days off annually and opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives.
• •Making a Real-World Impact: We are one of the few companies globally that helps its customers pursue justice, truth, and transparency. Together, with the professionals and institutions we serve, we help uphold the rule of law, turn the wheels of commerce, catch bad actors, report the facts, and provide trusted, unbiased information to people all over the world.

Our use of AI within the recruitment process Thomson Reuters utilizes Artificial Intelligence (AI) to support parts of our global recruitment process. Unless you opt-out, our AI system will assess the information provided by you and compare it to the requirements listed for the role, and present the result to our recruitment personnel for further review. The AI system acts as a supporting tool, but there is always a human making the decision if you will be considered for the role.

In the United States, Thomson Reuters offers a comprehensive benefits package to our employees. Our benefit package includes market competitive health, dental, vision, disability, and life insurance programs, as well as a competitive 401k plan with company match. In addition, Thomson Reuters offers market leading work life benefits with competitive vacation, sick and safe paid time off, paid holidays (including two company mental health days off), parental leave, sabbatical leave. These benefits meet or exceeds the requirements of paid time off in accordance with any applicable state or municipal laws. Finally, Thomson Reuters offers the following additional benefits: optional hospital, accident and sickness insurance paid 100% by the employee; optional life and AD&D insurance paid 100% by the employee; Flexible Spending and Health Savings Accounts; fitness reimbursement; access to Employee Assistance Program; Group Legal Identity Theft Protection benefit paid 100% by employee; access to 529 Plan