About the RoleAs 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 FieldguideFieldguide 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
- Technology & Work from Home reimbursement
- Flexible work schedules
