Tax Compliance Workpapers Product Owner

About HubSync
HubSync is a leader in tax and accounting automation and client experience software, empowering accounting firms and tax professionals to transform how they work and serve their clients. Our AI-powered platform consolidates every client touchpoint into a single, seamless interface: automating workflows, streamlining communication, and giving professionals the tools they need to focus on what matters most. Trusted by top CPA firms across North America, HubSync serves as mission control for tax professionals, offering a comprehensive suite of tools including a tax return workpaper platform, client portal, and engagement letter wizard.
Our commitment to innovation and client success has been recognized with numerous accolades. For two consecutive years, HubSync has been named to Deloitte's Technology Fast 500™, reflecting our hypergrowth and 550% revenue increase from 2020 to 2023. We are also a recipient of the 2025 Boomer Leadership Visionary Award, the 2023 Gold Globee Award for our Engagement Letter Wizard, and have been honored four times with the CPA Practice Advisor Technology Innovation Award.
About the Role
We are seeking a hands-on Product Owner to lead the development of our web-based tax workpapers platform. You will serve as the primary bridge between our tax workpaper stakeholders and a dedicated Agile development team.
This role combines strategic product ownership with day-to-day execution: you will own the product vision and roadmap while also managing the backlog, leading sprints, and ensuring our software accurately reflects complex tax regulations. The ideal candidate is a former tax professional who has pivoted into product management; someone who understands the nuance of tax compliance work papers.
Key Responsibilities

• Support the product vision and strategy for our tax workpaper solutions, with a focus on corporate and partnership tax forms and related schedules.
• Act as the dedicated Product Owner for a development team: supporting daily stand-ups, sprint planning, backlog refinement, and sprint reviews.
• Translate high-level tax requirements into detailed user stories, acceptance criteria, and technical tasks that developers can execute.
• Ensure the web-based workpapers accurately calculate and flow data according to tax regulations; serve as the final authority on whether a feature meets compliance standards before release.
• Collaborate with cross-functional teams including developers, designers, and quality assurance to deliver high-quality tax workpaper products.
• Work directly with internal subject matter experts (CPAs) to interpret new tax laws and convert them into software logic.
• Conduct market research to identify trends, competitor offerings, and opportunities for innovation in the corporate tax workpaper space.
• Analyze user feedback and usage data to inform product decisions and improvements.
• Participate in user acceptance testing (UAT) to verify that tax calculations, M-adjustments, and data imports function as a tax professional would expect.
• Stay current with changes in tax laws, regulations, and IRS requirements related tax filings and tax compliance workpapers.
• Conduct product demos and trainings.

• Direct hands-on experience preparing or reviewing tax compliance workpapers. You must understand the lifecycles of corporate and partnership returns, including book-to-tax adjustments (Schedule M-1/M-3) and trial balance data.
• Proven experience acting as a Product Owner or Product Manager in an Agile/Scrum environment, including managing backlogs and writing user stories.
• Deep understanding of tax laws, regulations, and IRS requirements related to tax compliance.
• Technical aptitude: comfort working with web-based software, managing ticket tracking systems (Jira, Azure DevOps), and communicating with engineering teams.
• Strong analytical and problem-solving skills, with the ability to translate complex tax concepts into user-friendly software features.
• Excellent communication and interpersonal skills: ability to explain complex tax concepts to non-tax developers and technical constraints to tax professionals.

• Previous experience in tax product management at a software company or within the technology division of a CPA firm.
• Active or inactive CPA license.
• Specific experience with tax workpaper solutions or building custom Excel-based tax models.
• Bachelor's degree in Business, Computer Science, Accounting, or a related field; Master's degree a plus.
• Familiarity with CCH and Thomson Reuters tax software.

Our Culture
At HubSync, we foster a culture of innovation, collaboration, and continuous improvement. We are a fast-paced, high-growth company where you will have the opportunity to make a real impact. We value our employees and believe in creating a supportive and inclusive work environment where everyone can thrive. We are a team of passionate and talented individuals dedicated to modernizing the accounting industry.
Equal Opportunity Employer
HubSync is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic.