Tax Compliance Workpapers Product Owner

HubSync

14d

About The Position

We’re hiring a Product Owner to lead the Workpapers product area — owning roadmap, delivery, and customer outcomes for workpaper creation, management, and integrations.

Requirements

5+ years product ownership or product management experience focused on document/workpaper, audit, or accounting workflows.
Strong hands-on experience with workpapers: creation, templates, roll-forwards, evidentiary linking, sign-offs, version control, and retention.
Deep understanding of accounting/audit workflows, standards (e.g., working paper practices), and compliance considerations.
Technical literacy: experience defining APIs, data models, integrations, and working with engineering teams on design/implementation.
Proven experience writing clear user stories, acceptance criteria, and measurable success metrics.
Experience with RBAC, secure document sharing patterns, and audit logging requirements.
Excellent stakeholder management — ability to balance customer needs, compliance, and engineering constraints.
Strong analytical skills and experience using product telemetry/analytics (e.g., Looker, Mixpanel, Snowflake) to drive decisions.

Nice To Haves

Prior experience in SaaS products for accounting/audit, practice management, or content collaboration (e.g., CCH, Workiva, Thomson Reuters, Caseware).
Familiarity with integrations to ERPs (NetSuite, QuickBooks), document stores (Google Drive, OneDrive), and background sync systems.
Knowledge of data privacy/compliance requirements relevant to financial documents (SOC2, ISO, audit evidence preservation).
Hands-on with modern product delivery tools (Jira, Confluence, Figma) and CI/CD awareness.
Experience managing or delivering real-time sync or background job pipelines (message queues, webhooks).

Responsibilities

Own the product backlog and roadmap for Workpapers within HubSync; define priorities based on customer needs, compliance, and business impact.
Translate customer problems and regulatory/standards requirements into clear user stories, acceptance criteria, and prioritized features.
Work closely with engineering, QA, design, and data teams to deliver iterative releases; accept stories and ensure quality.
Drive integrations between HubSync Workpapers and external systems (document stores, ERPs, tax tools, cloud drives, RMMs), including APIs and data mapping.
Define metadata, versioning, retention, and audit/logging requirements for workpapers to meet compliance and eDiscovery needs.
Own UX/UX flows for workpaper authoring, review, approvals, signatures, and collaborative commenting.
Specify role-based permissions, access controls, encryption-at-rest/in-transit, and secure sharing patterns for sensitive financial documents.
Monitor product telemetry and KPIs (usage, time-to-completion, error rates, retention, sync success) and iterate to improve reliability and adoption.
Interface with sales, customer success, and compliance/legal to gather feedback, prioritize fixes, and support enterprise contracts/assessments.
Run customer pilots, beta programs, and post-release retrospectives; produce customer-facing release notes and internal enablement materials.