Senior Tax Product Specialist

Senior Tax Product Specialist

The Senior Tax Product Specialist is an individual contributor role at the heart of the ONESOURCE Tax Provision product team. This position exists to bring deep, practitioner-level tax accounting expertise directly into the product development process ensuring that ONESOURCE reflects how corporate tax professionals actually work and what they truly need.

You will work closely with internal product, engineering, and data science teams as well as external customers and partners to develop, test, and validate product content, functionality, and AI-powered capabilities for the tax provision domain. Your accounting and tax background is not incidental to this role it is the foundation. You will be the voice of the tax practitioner inside the product organization, applying real-world best practices to shape features that are accurate, intuitive, and trusted by the professionals who depend on them.

This role also carries a specific mandate to advance AI initiatives within ONESOURCE Tax Provision. You will develop, test, and validate the application of generative AI and intelligent automation to corporate tax workflows providing strategic feedback to engineering and data science teams and helping define what responsible, high-quality AI looks like in a regulated tax environment.

About the Role:

Product Roadmap Delivery & AI

• Develop and validate segment-specific product content and functionality for ONESOURCE Tax Provision, drawing on firsthand expertise in corporate tax provision processes and best practices.
• Apply deep knowledge of ASC 740, IFRS, deferred tax computations, rate reconciliation, and financial close workflows to assess product capabilities and identify meaningful improvement opportunities.
• Develop, test, and validate the application of generative AI and intelligent automation to tax provision workflows including document understanding, automated reconciliation, anomaly detection, and AI-assisted review.
• Provide strategic feedback to engineers and data scientists on AI feature performance, accuracy, and real-world applicability, utilizing independent judgment grounded in tax practitioner experience.
• Lead the development of advanced use cases for tax professionals utilizing ONESOURCE and Thomson Reuters' suite of AI-powered products, demonstrating thought leadership in the application of AI to corporate tax practice.
• Partner with product managers to contribute domain expertise to roadmap prioritization, requirement definition, and feature validation ensuring that what gets built reflects how tax provision work is actually done.
• Draft guidance materials, use case documentation, and adoption resources that help tax professionals understand and effectively use new product capabilities.

Customer & Stakeholder Engagement

• Engage directly with enterprise customers including corporate tax directors, controllers, and Big Four advisors as a credible domain expert who understands their workflows, pressures, and standards.
• Represent ONESOURCE Tax Provision in customer advisory boards, enterprise client engagements, and industry events, providing expert perspective on product direction and tax provision best practices.
• Translate practitioner insights from customer interactions into clear, actionable input for the product team serving as the ongoing bridge between real-world tax practice and product development.
• Partner with Customer Success, Sales, and Support teams to support product adoption, resolve complex tax-related questions, and contribute to customer satisfaction and retention.
• Collaborate cross-functionally with UX/design, engineering, compliance, and go-to-market teams, acting as the authoritative internal voice of the corporate tax professional throughout the product lifecycle.
• Coordinate with other Thomson Reuters divisions and teams on select initiatives where tax provision expertise and cross-product alignment are needed

About You:

Education

• A bachelor''s degree in Accounting, Finance, Taxation, or a related field is required.
• CPA or CMA designation is required, or actively in progress.
• An advanced degree (MST, MBA, or equivalent) is a strong plus.

Tax & Accounting Domain Expertise

• Minimum 57 years of professional experience in corporate tax, public accounting, or a tax technology environment with hands-on responsibility for income tax provision.
• Deep, working knowledge of ASC 740 / income tax provision processes is required; this is the core domain of the role.
• Experience with deferred tax computations, effective tax rate analysis, rate reconciliation, and uncertain tax positions.
• Familiarity with IFRS (IAS 12) tax provision standards is preferred.
• Demonstrated ability to apply tax accounting best practices to assess software functionality, identify gaps, and articulate what a high-quality tax provision tool should do.
• Prior use of enterprise tax provision software such as ONESOURCE, Corptax, Longview, or CCH Tagetik is strongly preferred; direct experience with ONESOURCE Tax Provision is a significant plus.

AI & Technology Fluency

• Proven experience working with or evaluating generative AI tools in a professional context, with the ability to assess accuracy, reliability, and fitness for use in high-stakes tax workflows.
• Comfortable collaborating with engineering and data science teams to test AI-powered features and provide practitioner-grounded feedback no coding required, but technical fluency is expected.
• Awareness of responsible AI principles, including auditability, explainability, and appropriate use of AI in regulated accounting and tax environments.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint) and Google Workspace; experience with enterprise tax research tools (e.g., Checkpoint, ONESOURCE, Bloomberg Tax) is a plus.

Communication & Collaboration

• Strong written and verbal communication skills, with the ability to translate complex tax concepts into clear product guidance, customer-facing materials, and cross-functional requirements.
• Experience drafting guidance documents, use case materials, or training content for professional audiences.
• Proven ability to work effectively across internal teams product, engineering, sales, and customer success in a fast-paced, collaborative environment.

Preferred Qualifications

• Prior experience in a product specialist, solutions consultant, or subject matter expert role within a tax or financial technology company.
• Experience at a Big Four or large regional accounting firm, or within the tax function of a large multinational corporation.
• Hands-on experience testing, validating, or providing feedback on AI-powered features in enterprise software.
• Familiarity with ERP platforms relevant to tax data (SAP, Oracle, Workday, NetSuite).
• Experience presenting to or engaging with enterprise customers in an advisory, SME, or thought leadership capacity.
• Active involvement in tax professional organizations, continuing education, or industry publications related to corporate tax accounting.

What's in it For You?

• Hybrid Work Model: We've adopted a flexible hybrid working environment (2-3 days a week in the office depending on the role) for our office-based roles while delivering a seamless experience that is digitally and physically connected.
• Flexibility & Work-Life Balance: Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our flexible work arrangements, including work from anywhere for up to 8 weeks per year, empowering employees to achieve a better work-life balance.
• Career Development and Growth: By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow's challenges and deliver real-world solutions. Our Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI-enabled future.
• Industry Competitive Benefits: We offer comprehensive benefit plans to include flexible vacation, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.
• Culture: Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more. We live by our values: Obsess over our Customers, Compete to Win, Challenge (Y)our Thinking, Act Fast / Learn Fast, and Stronger Together.
• Social Impact: Make an impact in your community with our Social Impact Institute. We offer employees two paid volunteer days off annually and opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives.
• Making a Real-World Impact: ?We are one of the few companies globally that helps its customers pursue justice, truth, and transparency. Together, with the professionals and institutions we serve, we help uphold the rule of law, turn the wheels of commerce, catch bad actors, report the facts, and provide trusted, unbiased information to people all over the world.

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