Director of Product — SafeSend (Gather & Deliver)
Core
Own the SafeSend product portfolio (Gather, Organizers, e-Sign, Delivery, Returns) and lead its evolution into an AI-driven, agentic experience on the CoCounsel platform for accounting firms and taxpayers.
Role type
Director of Product (Platform & API)
Builds
SafeSend product suite, reusable workflow components, and open APIs for the CoCounsel platform
Domain
Tax & Accounting / Fintech / AI & Automation
Deliverable
production ML models
Required skills
Product management at scale, Platform/API productization, Product convergence/migration, AI-native product fluency, Systems thinking, Stakeholder management
Preferred skills
Tax & accounting domain expertise, Enterprise customer partnership, Commercial product decision ownership
Technologies
CoCounsel platform, APIs, AI agents, Data extraction tools
Responsibilities
Own the SafeSend portfolio end-to-end, Converge SafeSend and TaxCaddy, Componentize the portfolio into reusable workflows, Enable expanded SafeSend access via APIs, Deliver agentic Gather & Deliver through CoCounsel
Seniority
Director, hands-on IC with team leadership