Position Summary:

The Product Manager, Audit & Tax Systems is accountable for the end-to-end lifecycle and value realization of the company's audit and tax practice systems. This role translates the intent of practice leaders into a clear system vision, roadmap, and delivery plan, ensuring that engagement, workflow, document, and review platforms are well-designed, effectively adopted, and continuously improved. The Product Manager prioritizes investments based on practice value, quality, and compliance, and drives adoption, outcomes, and long-term system health across the audit and tax service lines.

The firm has one available position in either Austin, TX, Bellevue, WA, Long Beach, CA, Portland, OR, Dover, OH, Atlanta, GA, Cleveland, OH, or Fort Lauderdale, FL.

Your Contributions and Responsibilities

Product & System Leadership

• Act as the product manager for assigned audit and tax platforms (e.g., Caseware, CCH Axcess, engagement and workflow tools, document automation, and e-file/delivery solutions)
• Develop and maintain system roadmaps, backlogs, and enhancement plans across the audit and tax technology stack
• Balance competing priorities, dependencies, and constraints across engagement teams, quality control, and firm leadership
• Plan system lifecycle stages including upgrades, optimization, consolidation, and eventual replacement of legacy or overlapping tools

Business Partnership

• Partner with audit and tax practice leaders and quality-control owners to clarify intent, outcomes, and success criteria
• Support practice leaders in making informed tradeoff and investment decisions on software, workflow, and standardization
• Coordinate cross-functional impacts across engagement management, document delivery, and client-facing processes to ensure practice cohesion
• Provide functional direction and coordination to process-improvement resources supporting audit and quality-control work, aligning their initiatives to system roadmaps and standards.
• Partner with Finance on practice value cases and ROI, and with Legal & Risk on security, contracting, compliance, and documentation-retention requirements for audit and tax systems.

Change Management & Adoption

• Own the adoption strategy for system changes, from rollout through reinforcement, driving proactive, consistent, and standards-aligned adoption across the practice
• Partner with appropriate cross-functional teams to support training, communication, and standardized use
• Define and monitor adoption metrics; adjust approach as needed to drive consistent, firm-wide utilization
• Ensure systems are aligned to how the practice should operate under professional standards, promoting companywide consistency over individual or partner-specific configurations

Delivery & Execution Coordination

• Work with project managers to execute initiatives aligned to the product roadmap
• Partner with IT on technical feasibility, security, architecture, and integrations (e.g., data flow between engagement, workflow, and delivery systems)
• Coordinate vendor engagement-including demos, evaluations, and contract terms-from a business and product perspective

Value & Optimization

• Measure system utilization, effectiveness, and realized practice value across the audit and tax service lines
• Identify opportunities to reduce manual work, eliminate redundant point solutions, and improve review and delivery efficiency
• Recommend system rationalization, consolidation, or retirement where the practice has accumulated overlapping or partner-specific tools

Your Background and Skills

• Strong understanding of audit and/or tax engagement workflows, quality-control processes, and professional standards
• Ability to work independently and to lead without authority and navigate complex stakeholder environments across partners, managers, and staff
• Experience translating practice needs into scalable system designs and standardized workflows
• Ability to operate at both strategic and operational levels
• Familiarity with a broad range of audit and tax technologies, integrations, and system architectures
• Knowledge of business process modeling and improvement techniques
• Demonstrated ability to work efficiently in areas of uncertainty, using analytical skills to clarify ambiguities and resolve complex practice challenges
• Excellent communication and interpersonal skills
• Strong attention to detail and organizational skills

Minimum Qualifications

Bachelor's degree in Accounting, Accounting Information Systems, Information Systems Management, Finance, Computer Science, or a related field, plus at least 5 years of experience in an audit or tax practice and/or product management, business analysis, systems enablement, or application ownership.

Preferred Qualifications

Hands-on experience with audit and/or tax platforms (e.g., Caseware, CCH Axcess, ProSystem fx, and engagement/document automation). Prior experience in public accounting or supporting an audit or tax practice. CPA license or CPA candidacy, or equivalent experience supporting engagement and quality-control processes. Experience working with project management platforms (e.g., Jira, Wrike) and information security audit frameworks (e.g., SOC 2, ISO 27001). Certification in Business Analysis (e.g., CBAP, CCBA).

We are proud to offer:

• Increased number of paid holidays per year
• Competitive salaries with continuous review of market conditions
• Flexible working hours and work arrangements
• Remote and hybrid opportunities
• Inclusive workplace, providing strong professional growth and development opportunities

The benefits of joining our team

• Strong growth opportunities
• Competitive benefits package
• 401(k) package with firm profit-sharing
• Strong emphasis on quality work-life integration
• Dress for your day policy
• Resources of a national firm
• Opportunities to engage with our active Employee Resource Groups (ERGs), affinity groups, and advance your career within a supportive, inclusive environment
• Compensation: $97,000 - $130,000 depending on experience. More is possible if experience dictates.

Don't meet every single qualification?

After reviewing this job posting, are you hesitating to apply because you don't meet all the listed requirements? At Novogradac, we are dedicated to building a workplace supported by unique perspectives and experiences, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply.

You may still be the right candidate for this or one of our other roles.

Ready to learn more?

To be considered for this position, interested candidates MUST apply via our company website: https://www.novoco.com/careers.