We help financial and professional services firms work smarter, faster, and with less risk. We’re looking for people who want more than just a role. This is an opportunity to build, influence, and lead.
Our platform, Practice Gateway, built on Microsoft Azure, transforms onboarding, KYC/AML, and tax workflows, enabling firms to modernise operations and improve client experience.
We are trusted by leading UK accountancy and insurance firms, and our work is driven by quality, innovation, and measurable outcomes.
We are particularly interested in individuals with experience in tax technology, tax workflow automation, or digital tax transformation, who can bring a strong understanding of how technology can improve compliance, efficiency, and client service.
This is a unique opportunity to play a defining role in shaping our product, our client experience, and our future growth.
The Opportunity
This is a leadership role at the centre of our growth.
You will take ownership of product delivery, client success, and roadmap strategy, working closely with senior leadership to ensure clients realise tangible value from our platform.
The role sits across technology, delivery, and stakeholder management, with a focus on scaling, automation, and continuous improvement, making it particularly well suited to candidates who have led or supported tax technology initiatives within professional services firms.
Requirements
Key Responsibilities
- Product & Roadmap Ownership
- Own and manage the end-to-end product roadmap
- Oversee priorities from initial concept through to delivery
- Align product development with client needs and business objectives
Client Success & Strategy
- Act as a strategic partner to senior stakeholders
- Build long-term client relationships focused on outcomes
- Improve processes using data, feedback, and insight
Automation & Innovation
- Identify opportunities to automate and optimise workflows
- Work closely with development and consultancy teams
- Contribute to architecture and technical decision-making
Team Leadership
- Lead and develop a team of consultants and specialists
- Conduct 1:1s, performance reviews, and team meetings
- Foster a culture of accountability, collaboration, and development
Delivery & Execution
- Translate business and regulatory requirements into clear technical outputs
- Ensure solutions are scalable, resilient, and aligned with growth
- Take ownership of delivery across product and custom development
About You
- We are specifically looking for candidates with a strong blend of accountancy and software experience, demonstrated through one of the following career paths:
- Accountancy: Trained as an accountant (ACA, ACCA, CIMA or equivalent) before moving into a software, product, or technology role OR
- Software (Accountancy or Financial): Built a career within the software/SaaS sector, working specifically with accountancy or financial services clients, with deep domain expertise in practice workflows, compliance, or tax
- Core Requirements
- Proven experience in product management within SaaS, professional services, or managed services
- Strong understanding of financial services or accountancy environments
- Ability to manage multiple priorities in a structured and organised way
- Strong stakeholder management and communication skills
- Demonstrated leadership capability with a focus on team development
Benefits
- 23 days annual leave plus your birthday off
- BUPA Cash Plan
- 50% flexible working
- Work from home allowance
- Two charity days per year
- Professional training and funded courses
- Three social events per year
- A leadership role within a growing and innovative business
- Opportunity to influence product, strategy, and delivery
- A collaborative and high-performing team environment
- Competitive salary and benefits package
Remote working with regular client and London office engagement (minimum once per month)
United States
Canada