Senior Solutions Manager, Tax & Audit AI FDE

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 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.