8+ years of product management experience focused on AI and intelligent agents.
3+ years of tax experience, either as a practitioner or in developing tax products.
Strong written and verbal communication skills with proven cross-functional collaboration.
Ability to navigate ambiguity in product launches.
Degree in a technical, accounting, or related field, or equivalent professional experience.
Responsibilities
Build enterprise-grade AI agents to enhance efficiency and quality in the tax lifecycle.
Apply an AI-native mindset to address industry challenges alongside top tax practitioners.
Define and ship new features based on customer needs, enhancing existing functionalities.
Shape the product roadmap in collaboration with engineering and design teams.
Partner with customer success, sales, and marketing to gather feedback and drive feature adoption.
Benefits
Competitive compensation packages with meaningful ownership.
Flexible PTO to support work-life balance.
401k plan for retirement savings.
Wellness benefits, including free therapy sessions.
Technology and work-from-home reimbursement.
Flexible work schedules to accommodate personal needs.
Full Job Description
About the Role
As Lead PM for Tax Agents, you will play a central role in building the industry's leading agentic tax platform. You'll work hand-in-hand with our engineers and our most strategic customers to design, ship, and continuously improve intelligent agents that transform how top CPA firms and corporate tax departments operate - from provision and compliance to research and review.
What You'll Do
Build enterprise-grade AI agents that increase efficiency, quality, and practitioner experience across each stage of the tax lifecycle, from data gathering and workpaper prep to compliance, provision, and review.
Bring a fresh, AI-native mindset to solving long-standing industry challenges, while building interactively with tax practitioners at the world's largest firms and corporate tax departments.
Be extremely customer centric. Understand customer needs, then define and ship zero-to-one features, and enhance and scale one-to-n features.
Shape the product roadmap: work with engineering and product design to quickly define, ship, and deliver impact with new features.
Partner with cross-functional teams including customer success, sales, and marketing to gather feedback, communicate product strategy, and drive adoption of new features.
We are open to either remote or in-person work arrangements.
Who You Are
8+ years of product management experience with deep emphasis on AI / agents.
3+ years of tax experience - as a tax practitioner and/or building tax products for the CPA or corporate tax market.
Exceptional written and verbal communication skills with a track record of cross-functional collaboration.
Comfortable with ambiguity which comes with launching new products.
Degree in a technical, accounting, or related field, or equivalent professional experience.
More about Fieldguide
Fieldguide is a values-based company. Our values are:
Fearless - Inspire & break down seemingly impossible walls.
Fast - Launch fast with excellence, iterate to perfection.
Lovable - Deliver happiness & 11 star experiences.
Owners - Execute & run the business with ownership.
Win-win - Create mutual value & earn trust for life.
Inclusive - Scale the best ideas with inclusive teams.
Some of our benefits include
Competitive compensation packages with meaningful ownership
Flexible PTO
401k
Wellness benefits, including a bundle of free therapy sessions
