Senior Solutions Manager, Tax & Audit AI FDE
Job Description
We are seeking a Senior Solutions Manager, Tax & Audit AI FDE to lead product strategy, customer discovery, and execution for Forward Deployed Engineering (FDE) engagements across the Tax, Audit & Accounting domain. In this role, you will own the product direction and technical execution of complex engagements, working directly with customers, Forward Deployed Engineers, Professional Services, commercial segments, domain experts, and core product teams.
You will combine customer discovery, disciplined delivery, domain fluency, and strategic judgment to translate high-value tax, audit, and accounting workflows into well-defined solutions and scalable capabilities for CoCounsel Tax and the broader AI-native portfolio. You will ensure bespoke solutions and integration patterns create immediate customer value, are validated for professional-grade trust and quality, and are intentionally productized into repeatable capabilities over time.
Key Responsibilities
- Customer Engagement and Use-Case Discovery: Partner directly with corporate tax departments, accounting firms, audit and assurance teams, finance functions, and internal stakeholders to understand workflows, pain points, regulatory and professional obligations, data dependencies, and operational constraints. Translate ambiguous needs into clear product requirements, acceptance criteria, and measurable outcomes.
- Product Leadership Across FDE Engagements: Lead product execution across multiple Tax, Audit & Accounting FDE engagements. Establish priorities, structure discovery, guide delivery decisions, and maintain alignment among customers, Forward Deployed Engineers, Professional Services, subject-matter experts, and core product teams.
- Backlog and Execution Management: Own and maintain engagement backlogs with strong hygiene, prioritization, and transparency. Ensure work is scoped, sequenced, and tracked across discovery, build, validation, launch, and handoff.
- End-to-End Product Lifecycle Ownership: Manage product work from intake through development, deployment, adoption, release readiness, and transition to core product teams or ongoing customer ownership. Ensure decisions, context, and learnings are documented and reusable.
- Productization of Bespoke Tax Solutions: Identify recurring tax research, preparation, review, advisory, audit, accounting, compliance, calculation, document, and data-integration patterns that can become repeatable capabilities. Recommend when work should remain customer-specific and when it should be generalized for broader market value.
- Tax AI Quality and Trust: Partner with engineering, tax and accounting subject-matter experts, and product teams to define validation criteria appropriate for professional workflows, including technical accuracy, authoritative sourcing, calculation integrity, explainability, traceability, security, auditability, and responsible AI considerations.
- Strategic Influence: Synthesize customer needs and deployment insights into recommendations for the roadmaps of CoCounsel Tax and other AI-native tax products, along with reusable service offerings, integrations, enablement, and investment priorities.
Required Qualifications
- 7+ years of product management, solution architecture, or related product-delivery experience, ideally in enterprise SaaS, AI-enabled products, workflow platforms, integrations, or implementation-heavy environments.
- Demonstrated experience leading complex, customer-facing product and solution architecture work across multiple stakeholders and parallel initiatives.
- Proven ability to convert ambiguous customer problems into clear product strategy, requirements, technical prioritization, and execution plans.
- Strong executive communication, facilitation, negotiation, and decision-making skills.
- Demonstrated experience partnering closely with engineering teams and influencing cross-functional stakeholders without direct authority.
Preferred Qualifications
- Strong domain understanding of corporate tax departments, accounting firms, audit and assurance practices, finance functions, or adjacent professional-service environments.
- Hands-on experience with generative AI, agentic workflows, APIs, enterprise integrations, data ingestion, spreadsheet/calculation workflows, or document-intensive professional work.
- Familiarity with domain workflows such as tax research, return preparation/review, tax advisory, direct/indirect tax, audit planning and testing, workpapers, financial reporting, technical accounting, or compliance.
- Proven track record of moving bespoke customer implementations into reusable product capabilities or scalable delivery patterns across an AI-native product portfolio.
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New Position: This position is open due to an existing vacancy to support our evolving business needs.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.
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