Strategy and roadmap 

• Own the product strategy for Caseware's US tax solutions and keep it aligned with the overall product and company vision. 

• Define what should be built for the US tax market, for whom, and the opportunity it addresses. 

• Own the roadmap: what goes on it, in what sequence, and what each item needs to ship successfully. 

• Define the requirements, scope, and success measures for each item before work starts. 

• Work through the delivery teams to get roadmap items built. 

• Lean forward on agentic AI in the product suite. Set the go-forward direction for where agents sit in customer workflows 

• Use AI tooling in how the team builds: specs, prototyping, testing and release 

• Identify delivery risk against the roadmap and raise it early. 

• Report roadmap status and product performance to senior leadership. 

Build, buy, and partner 

• Assess where Caseware builds tax capability and where it integrates with an existing provider. 

• Produce the product case behind each recommendation, including the opportunity and the investment required. 

• Own the product requirements for third-party tax integrations. 

Market and customers 

• Be the internal expert on US tax practice: federal and multi-state compliance, the forms, and firm workflow. 

• Interpret IRS and state guidance, and legislative change with a compliance impact, and get it onto the roadmap before it is effective. 

• Know the US tax software landscape and what firms already run. 

• Spend time with firms of every size and and shape roadmap based upon customer need and highest value impact 

• Represent the product with firm advisory groups and industry bodies. 

Quality and compliance 

• Treat compliance accuracy as a deliverable rather than an assumption. 

• Set the bar a tax solution must meet before it ships. 

Go-to-market and commercial 

• Work with go-to-market teams on positioning, launch, enablement, and the success of the solutions you own in market. 

• Provide the product view into pricing and packaging for those solutions. 

• A US CPA in good standing, with a strong interest in technology. 

• 7+ years in US tax practice, or combined US tax practice and product management experience. 

• Deep knowledge of US federal and multi-state compliance across pass-throughs, corporates, and individuals, and the ability to read and interpret future guidance. 

• Familiarity with the US tax software market. 

• Experience delivering through teams you do not manage. 

• Able to define requirements from which engineering and content teams can build. 

• Experience prioritizing and planning across competing demands, and surfacing risk early rather than late. 

• Able to set out priorities and the evidence behind them to a senior audience. 

• A lifelong learner, self-motivated to stay current with professional standards and changes in the tax profession. 

• Results orientated — willing to roll up their sleeves and take initiative. 

• A self-starter who works effectively without daily supervision and communicates clearly with colleagues across regions.