Senior PM

Summary

CoCounsel for Tax & Accounting is the market-leading AI assistant for CPA firms — automating complex tax workflows and freeing accountants to do the strategic work that actually matters. We were born from a startup acquisition and still operate like one: small team, high ownership, fast cycles — but with Thomson Reuters' content library, integrations, and distribution behind us. This is a rare combination, and we're building at a pace that matches it.

About the Role

We need a Senior PM to own the core product experience — the foundational layer that every CoCounsel user touches. Think: the conversation UX, workspaces, notifications, knowledge base, client and project structures, research experiences (citations, charts, primary law, validation), and the connective tissue that unifies our product across surfaces. This is not a feature factory role. You'll be the person who makes CoCounsel feel like one coherent, well-crafted product rather than a collection of capabilities.

This role exists because we're at an inflection point. The product works. Customers are using it. Now the question is how to make it feel inevitable — the thing accountants can't imagine working without. That requires someone with sharp UX instincts, comfort in ambiguity, and the judgment to make the right tradeoffs between speed and craft. You'll work directly with engineering, design, and our AI team, and you'll regularly be in front of customers and GTM partners, shaping how CoCounsel shows up in the market.

What You'll Do

• Own the end-to-end strategy and roadmap for CoCounsel's core user experience — the shared surfaces and interaction patterns that define how the product feels
• Define and ship features across workspaces, knowledge base, conversation UX, and cross-product research experiences like citations, validation, and exports
• Drive the vision for a unified CoCounsel experience across product lines, making architectural and UX decisions that compound over time
• Be the product voice in customer demos, sales conversations, and support escalations — translating user pain into product direction with speed and clarity
• Build shared context with GTM, CS, and engineering so that priorities are legible and tradeoffs are understood, not just communicated
• Champion accessibility and quality as first-class product concerns, not afterthoughts

About You

• You've shipped core platform or product infrastructure at a B2B SaaS company where design quality and engineering culture were taken seriously — 5+ years in product management
• You have strong UX product sense. You notice when something feels off, and you can articulate why and what to do about it
• You're genuinely fluent in AI — not just monitoring the space but using LLMs, coding tools, and agents in your daily work, with informed opinions on where generative AI is headed
• You're data-literate and default to evidence, but you don't hide behind dashboards when a decision needs conviction
• You've operated in environments where scope is ambiguous, ownership overlaps exist, and the right answer is often "it depends" — and you thrived
• You can hold your own in a customer demo, a design review, and a technical architecture discussion in the same afternoon
• You're a systems thinker who sees how a notification model, a project taxonomy, and a citation format all connect to the same underlying product thesis

Nice to Have

• Experience in tax, accounting, or professional services software, or any domain where you've developed deep empathy for expert users in complex workflows
• You've built or contributed to a design system or shared component library from the product side, and/or have experience with accessibility standards (WCAG) as a product discipline.

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.

Compensation

Eligible office location(s) for this role include one or more of the following: New York City, San Francisco, Los Angeles, and/or Irvine, CA; McLean, VA; Washington, DC. The base compensation range for the role in any of those locations is $137,900 USD - $256,100 USD.

For any eligible US locations, unless otherwise noted, the base compensation range for this role is $119,700 USD - $222,300 USD.

For Ontario, Canada, the base compensation range for this role is $126,000 CAD - $176,000 CAD.

Base pay is positioned within the range based on several factors including an individual’s knowledge, skills and experience with consideration given to internal equity. Base pay is one part of a comprehensive Total Reward program which also includes flexible and supportive benefits and other wellbeing programs. This role may also be eligible for an Annual Bonus based on a combination of enterprise and individual performance.