Plante Moran

Product Manager - Tax Technology

Plante Moran$125K — $206K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business, Technology, Accounting, Information Systems, or related field; MBA or CPA is a plus.
  • 5+ years of product management experience with exposure to tax technology or related environments.
  • Proven ability to develop product strategies and manage the full product lifecycle.
  • Knowledge of tax workflows, compliance processes, and practitioner-facing tools is essential.
  • Strong customer discovery and user-centered design skills for identifying workflow challenges.
  • Experience with data-driven decision-making using analytics and customer feedback.
  • Excellent communication and stakeholder management skills.

Responsibilities

  • Define product vision and strategy aligned with Tax business goals.
  • Own and communicate the product roadmap and prioritize initiatives.
  • Lead customer discovery to identify pain points and opportunities.
  • Monitor market trends in tax technology and adjacent industries.
  • Partner with cross-functional teams to deliver scalable product solutions.
  • Create clarity on priorities and success measures across stakeholders.
  • Champion modern product management practices to enhance team effectiveness.

Benefits

  • Health, dental, and vision insurance.
  • Flexible Time Off and designated holidays.
  • 401(k) plan with flexible benefits options.
  • Pension plan available for eligible staff.
  • Discretionary bonus plan for eligible employees.
  • Reimbursement for business-related travel, lodging, and meals.
Full Job Description
We are seeking a strategic, outcome-driven Product Manager to shape the future of technology-enabled tax delivery by owning one or more products within the Tax product line. This role will define product vision and strategy, guide roadmap priorities, and partner across Tax, technology, data, UX, platform, and vendor teams to translate practitioner needs and customer insights into scalable solutions. The ideal candidate brings a strong combination of modern product management discipline and tax domain knowledge, with the ability to understand complex tax workflows, identify practitioner pain points, and shape product decisions that improve quality, efficiency, consistency, and user experience. This individual will help establish and mature product management practices as part of a broader operating model transformation. Your Role. • Define and champion a clear product vision and strategy aligned with Tax business goals, practitioner needs, quality objectives, and the evolving tax technology landscape. • Own and communicate the product roadmap, prioritizing initiatives based on customer impact, business value, strategic alignment, feasibility, and measurable outcomes. • Lead customer discovery with tax partners, tax professionals, operations teams, methodology stakeholders, and other subject matter specialists to identify pain points, unmet needs, and opportunities to improve tax delivery workflows. • Monitor market trends across tax technology, accounting software, AI, analytics, automation, workflow platforms, and adjacent industries. Use customer feedback, usage analytics, KPIs, experimentation, and business metrics to guide decisions, refine priorities, and measure value realization. • Partner with engineering, architecture, data, UX, platform, vendor, and business teams to deliver cohesive, scalable product solutions. • Create clarity across stakeholders and delivery teams regarding priorities, trade-offs, ownership, success measures, and outcome accountability. • Champion and help mature modern product management practices, including discovery, roadmap management, prioritization, experimentation, adoption planning, and value measurement. The Qualifications. • Bachelor's degree in Business, Technology, Accounting, Information Systems, or a related field; MBA, advanced degree, CPA, or equivalent designation is a plus. • 5+ years of product management experience, preferably paired with meaningful exposure to tax technology, tax operations, public accounting, professional services, or workflow-intensive software environments. • Demonstrated ability to develop product strategy, own roadmaps, manage the end-to-end product lifecycle, and translate business needs into scalable solutions. • Working knowledge of tax engagement workflows, compliance processes, tax provision, firm methodology, data dependencies, or practitioner-facing tax tools, with the judgment to know when to engage deeper subject matter expertise. • Strong customer discovery, research, and user-centered design capabilities, with an ability to identify workflow challenges and unmet needs. • Data-driven decision-making skills, including experience using analytics, customer feedback, KPIs, business cases, and experimentation to prioritize and measure outcomes. • Excellent executive communication and stakeholder management skills, with the ability to build trust, influence across levels, and align cross-functional teams. • Familiarity with agile, lean, and modern product operating models, including effective partnership with technology, data, UX, platform, business, and vendor teams. • Strategic thinking, change leadership, vendor and ecosystem awareness, and the ability to lead through influence in complex, cross-functional environments. #LI-ED1 Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day. We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time. The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent. The compensation range for this role in CO, IL, OH, and MA is: $125,000.00 - $206,000.00. This application window is a good-faith estimate of the time that this posting will remain open. This deadline will be promptly updated if the deadline is extended.

About Plante Moran

Plante Moran is a professional services firm that provides audit, tax, consulting, and wealth management services to businesses, individuals, and nonprofits. The firm was founded in 1924 and is headquartered in Southfield, Michigan. Plante Moran has over 3,000 professionals working in more than 20 offices throughout the United States and internationally. The firm is known for its commitment to client service and has been recognized for its quality of work and workplace culture. Plante Moran is also committed to sustainability and has implemented a number of initiatives to reduce its environmental impact.
Learn more about Plante Moran
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3,000 employees
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