Drive the business vision, value realization, and regulatory compliance for an AI enabled tax overlay and back office automation platform.
Serve as the central point of accountability across tax SMEs, operations, technology, risk, and client stakeholders.
Lead end to end product development for the AI driven automation solution that supports centrally managed portfolio initiatives, ensuring seamless alignment between business objectives and technical execution.
Define and own the product vision, roadmap, and value KPIs for the AI driven tax overlay spanning direct tax, indirect tax, reporting, reconciliations, and filings.
Translate tax regulations, compliance mandates, and operating model requirements into a prioritized product backlog and actionable AI use cases.
Lead end to end use case development across data ingestion, classification, calculation, validation, exception handling, and reporting.
Partner closely with risk, compliance, and audit teams to ensure robust model governance, explainability, and regulatory defensibility.
Drive client workshops, discovery sessions, and design thinking activities to align AI capabilities with operational needs and pain points.
Own business acceptance criteria, UAT strategy, and overall readiness for deployment and go live.
Track value realization, including cost reduction, cycle time improvements, error minimization, and audit readiness.
Serve as the primary liaison between business stakeholders and the technical delivery team.
Define, prioritize, and manage product backlog items and user stories within JIRA.
Translate business requirements into clear, actionable functional specifications.
Manage project scope and ensure alignment with broader business objectives and strategic priorities.
Lead discovery workshops and requirements gathering sessions for high value intents.
Drive decision making, resolve blockers, and ensure momentum across cross functional teams.
Ensure delivered solutions meet business needs, quality expectations, and operational performance standards.
Coordinate with third party partners to align on integration requirements and ensure seamless interoperability.

Requirements

10+ years in tax operations, financial services operations, or regulatory technology, preferably in wealth management or portfolio management
Strong understanding of tax workflows
Strong understanding of optimization processes and related engines
Experience with agile methodologies and product ownership using JIRA and Confluence
Ability to engage confidently with clients, auditors, regulators, and senior stakeholders
Background in portfolio management or trading operations preferred
Experience delivering AI / automation / analytics platforms in regulated environments.
Understanding of AWS-based solution architecture
Technologies JIRA, Confluence for project management and documentation
Microsoft Office Suite for business documentation
Understanding of AWS services relevant to the project
Knowledge of LLM platforms and capabilities

Benefits

Flexible work
Healthcare including dental, vision, mental health, and well-being programs
Financial well-being programs such as 401(k) and Employee Share Ownership Plan
Paid time off and paid holidays
Paid parental leave
Family building benefits like adoption assistance, surrogacy, and cryopreservation
Social well-being benefits like subsidized back-up child/elder care and tutoring
Mentoring, coaching and learning programs
Employee Resource Groups
Disaster Relief

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills

AIautomationtax workflowsoptimization processesproduct ownershipdata ingestionclassificationcalculationvalidationreporting

Soft skills

client engagementstakeholder managementdecision makingproblem solvingcross functional collaborationcommunicationleadershipworkshop facilitationrequirements gatheringproject scope management