Product Owner - Workflow

HubSync Co.; Franklin (TN); On-site; USD 130,000 - 170,000; Full time

Job summary

HubSync is seeking a hands-on Product Owner to lead Workflow, our engagement management platform for tax compliance. You will own the product vision and backlog, drive sprints, and ensure the system models how engagements run across Tax, CAS, and A&A.

You will manage OneSource integration, plan migration to AI data extraction, and work with leadership to align with service line needs, delivering repeatable software workflows for complex engagements.

Qualifications

• Hands-on experience with software for an accounting firm.
• Strong process orientation; break down multi-step professional services into software workflows.
• Experience with complex third-party integrations (e.g., OneSource) and migration to AI data extraction.

Responsibilities

• Own the product vision and roadmap for the Workflow module across Tax, CAS, and A&A service lines.
• Manage the complex initial due date integration with OneSource and ensure successful delivery.
• Define the strategy to transition from legacy integrations to AI screen-scraping technologies.
• Translate complex accounting procedures into streamlined software workflows.
• Prioritize a capability-based backlog aligned with diverse service line requirements.
• Collaborate with product leadership to complement Tax/CAS with Audit/A&A process knowledge.
• Lead agile sprints with clear scope and business context.

Skills

Accounting software

A&A expertise

Agile PM

Stakeholder mgmt

Tools

Jira

Job description

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. Built by tax veterans, 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.

About the Role

We are seeking a hands‑on Product Owner to lead HubSync Workflow, our engagement management platform for tax compliance. Workflow consolidates returns, extensions, quality control review, assembly, and e‑file transmission into a single, role‑aware queue, replacing spreadsheets, email threads, and legacy practice management tools firms rely on today. It is also becoming the orchestration layer of the HubSync platform: the system that knows where every engagement stands and drives the next step across every other module. You will own the product vision and roadmap while also managing the backlog, leading sprints, and ensuring the platform accurately models the way tax engagements actually run. This is a build‑and‑strengthen role live with anchor firms and delivering actively, with meaningful groundwork still to lay.

Responsibilities

• Own the product vision and roadmap for the Workflow module across Tax, CAS, and A&A service lines.

• Manage the complex, initial due date integration with OneSource, handling partner escalations and ensuring successful delivery.

• Define the product strategy and requirements for transitioning from legacy integrations to AI screen‑scraping technologies.

• Translate complex accounting procedures (specifically within Audit/A&A) into streamlined, repeatable software workflows.

• Manage and prioritize a capability‑based product backlog to ensure alignment with diverse service line requirements.

• Collaborate closely with product leadership to complement existing Tax/CAS expertise with robust Audit/A&A process knowledge.

• Lead agile sprints, ensuring scope is locked, requirements are clear, and the development team understands the business context.

About You

• You have hands‑on experience working within or building software for an accounting firm, with a strong preference for candidates with Audit & Assurance (A&A) expertise.

• You are highly process‑oriented and excel at breaking down complex, multi‑step professional services into clear software workflows.

• You are comfortable managing complex initial third‑party integrations (like OneSource) and can strategically plan the migration to modern alternatives (like AI data extraction).

• You understand the distinct needs and cadences of Tax, CAS, and A&A engagements.

• You possess strong stakeholder management skills and can navigate technical escalations with enterprise partners.

• You have a proven track record of managing standard agile product management tooling (e.g., Jira) and maintaining strict sprint discipline.

Equal Employment Opportunity

At HubSync, we believe in fostering an environment where a diversity of perspectives can thrive. We proactively work to design hiring processes that promote equity and inclusion while mitigating bias. We celebrate diversity and are committed to building a team that reflects the communities we serve. We welcome and encourage qualified applicants from all backgrounds who are excited to contribute to our mission.