3+ years of product management experience, preferably in B2B SaaS or fintech
CPA license or equivalent U.S. tax background with hands-on experience
Proven track record of shipping products from concept to launch
Strong product judgment with the ability to prioritize effectively
Comfortable collaborating with engineers on technical trade-offs
Excellent written communication skills for specs and stakeholder updates
Analytical and detail-oriented, thriving in fast-paced environments
Responsibilities
Own the product roadmap from discovery to launch and iteration
Engage with customers to identify high-impact problems in tax preparation
Write clear PRDs and user stories to translate complex tax rules into actionable requirements
Collaborate with engineering and design to balance scope, timing, and quality
Set success metrics for features and track adoption and accuracy
Plan product launches with go-to-market strategies and customer support
Ensure product compliance with tax law changes and filing deadlines
Act as the tax subject-matter expert for the product team
Benefits
Platinum, 100% employer-paid medical, dental, and vision insurance
Health Savings Account (HSA) and Flexible Spending Account (FSA)
Additional health programs like One Medical and Talkspace
401K and Roth 401K with employer-sponsored investment options
Parental leave
Unlimited PTO
Relocation support to Austin, NYC, or SF
Full Job Description
The Role
We're hiring a Product Manager to own key parts of our tax product. You'll decide what we build and why, and work with engineering and design to ship software that tax professionals rely on every filing season. A CPA background and hands-on U.S. tax experience are what set you apart: you'll understand our users' workflows, judgment calls and pain points firsthand, and turn that into a clear product strategy.
What You Will Do
Own the roadmap for one or more product areas from discovery through launch and iteration.
Talk regularly with customers to find the highest-impact problems in tax preparation and review.
Write clear PRDs and user stories that turn complex tax rules into scoped, buildable requirements, with clear acceptance criteria.
Partner with engineering and design to make trade-offs on scope, timing and quality, and keep the work moving to launch.
Set success metrics for your features, track adoption and accuracy, and use data and feedback to decide what comes next.
Plan launches with go-to-market, support and customer success, including enablement and release communication.
Make sure the product keeps pace with tax law changes, IRS updates and filing-season deadlines.
Act as the tax subject-matter expert across the product team when needed.
Who You Are
You're a product manager who started your career in tax. You've lived through filing season, so you know where the work slows down, where errors happen and what tax professionals need from their software. You care about building things people use, you're comfortable making calls with incomplete information, and you can move easily between a conversation about partnership allocations and a debate with engineers about scope. Most of all, you want to use what you know about tax to change how the work gets done. What you bring:
3+ years of product management experience, ideally on B2B SaaS or fintech products
A CPA license or equivalent U.S. tax background, with hands-on preparation or review experience across Forms 1040, 1120-S, 1065 and/or 1041
A track record of shipping products from idea to launch and measuring the results
Strong product judgment: you can prioritize, say no, and explain why
Comfort working closely with engineers and talking about technical trade-offs
Excellent written communication, especially specs, decision docs and stakeholder updates
Analytical, detail-oriented and comfortable with ambiguity in a fast-moving environment
Preferred
Experience building or advising on tax or accounting software
Experience at a CPA firm serving business returns (partnerships, S corps, trusts)
Familiarity with AI/ML-powered products
What we offer:
Competitive salary and equity based compensation
Best-in-Class health benefits
Platinum, 100% Employer-paid medical, dental and vision insurance
Health Savings Account (HSA) and Flexible Spending Account (FSA)
Additional Health programs (e.g., One Medical, Talkspace, Kindbody)
401K, Roth 401k and other employer sponsored investment benefits
Parental Leave
Unlimited PTO
Relocation support to Austin, NYC or SF (as needed)
