Lead/Principal Product Manager (Tax Agents)

• 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

• 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

Benefits

• Health

• Dental

• PTO- Degree in a technical, accounting, or related field, or equivalent professional experience

• Exceptional written and verbal communication skills with a track record of cross-functional collaboration

• 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

• Comfortable with ambiguity which comes with launching new products