Director of Product — Safe Send (Gather & Deliver)
Job Description:
Accounting firms are reinventing how they prepare tax returns, and their clients, taxpayers expect a simple, secure, digital way to hand over documents and get a finished return. Firms expect everything in between to be faster, more automated, and connected to the tools they already run. Safe Send is where that happens: the taxpayer-facing perimeter and engine of Tax Workflow for accounting firm clients, the surface taxpayers touch, and, through its APIs, the engine firms build their own workflows on.
As Director of Product for Safe Send, you will own that surface and lead its evolution into an AI-driven, agentic gather-prepare-deliver experience on Thomson Reuters’ Co Counsel platform and open it up so firms and partners can build on it.
The opportunity:
Firms are consolidating fragmented point tools into one connected workflow and want a single partner to deliver it.
Taxpayers expect a modern, mobile, trustworthy way to share documents and receive their return.
Document data extraction is going AI-native; firms want agentic preparation and review and are adopting it now.
Firms increasingly want to build on open APIs so their own portals, data and reporting stay connected as the market converges.
Safe Send sits at the center of all four. This is a build-and-converge mandate — shaping a market-defining product, not maintaining a mature one.
Key Responsibilities:
Deliver Safe Send. Own the Safe Send portfolio end to end — Gather, Organizers, e-Sign, Delivery, Returns and Extensions — season over season, at the reliability and scale that tax-filing peaks demand.
Converge Safe Send and Tax Caddy. Bring the best of Safe Send and Tax Caddy together into one Gather & Deliver experience for every firm and taxpayer




Componentize the portfolio. Turn each part of Safe Send into reusable workflow components that can be recomposed across the gather – prepare – deliver flow and used across the broader Co Counsel platform, rather than locked inside a single app.
Enable expanded Safe Send access via APIs and orchestration. Expand the Protected Send API surface — open APIs, events and integrations — as a first-class capability, so firms and partners embed Safe Send in their own portals and workflows and keep their tools, data and reporting connected, with orchestration so AI agents and partner systems can coordinate gather and delivery programmatically.
Deliver agentic Gather & Deliver through Co Counsel. Bring agentic Gather — and AI-driven extraction, preparation and review — into the Safe Send experience on the Co Counsel platform, so more of the work shifts from staff to the platform while the firm stays in control.
What success looks like:
Firms experience one connected Gather & Deliver workflow, whatever ecosystem they run today.
The Safe Send API is something firms and partners actively build on, not a bespoke integration project.
Firms reach AI-driven, agentic preparation and review through Safe Send, season over season.
Taxpayers get a simpler, faster, more trustworthy experience — and firms see measurably less manual work.
Required Qualifications:
8+ years in product management,



including leading a product line at scale as a Director or senior PM.
Experience building and productizing platform, API or developer-facing products — not only features on top of them.
A track record of converging or migrating products without disrupting existing customers.
Fluency with AI-native products (data extraction, agents, orchestration) and comfort partnering with a platform team.
Strong systems thinking — able to see a portfolio as composable components rather than a monolith.
Experience in the tax & accounting workflow space strongly preferred
Strong stakeholder management and a proven record of building high-performing teams
Preferred Qualifications:
Background in tax & accounting, fintech, or document / data-processing workflows.
Experience partnering with large, demanding enterprise customers as design partners.
Comfort owning commercially consequential product decisions.
Advanced business or technical degree preferred
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This posting is for proactive recruitment purposes and may be used to fill current openings or future vacancies within our organization.
What’s in it For You?
Hybrid Work Model: We’ve adopted a flexible hybrid working environment 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 w

📌 Director of product — safesend (Toronto)
🏢 Thomson Reuters
📍 Toronto