Senior Product Manager

Job Title:

Senior Product Manager – Document Intelligence Platform

Location:

Coppell, TX 75019 – Remote (Central or Eastern Time Zones only)

Experience Level:

Mid-Senior

Experience Required:

7+ Years

Education Level:

Bachelor’s Degree

Job Function:

Information Technology

Industry:

Accounting / FinTech / Tax Software

Total Position:

1

Relocation Assistance:

Not available

Visa Sponsorship Eligibility:

Not available

Duration:

4–6 months with possible conversion to full-time

About the Role

We are hiring a Senior Product Manager to lead product strategy, 0→1 innovation, and execution for our professional desktop and emerging cloud-based tax solutions used by thousands of tax firms.

This role owns the product roadmap, annual tax season delivery, and long-term evolution of professional portals and document import platforms. You will focus on improving preparer productivity, ensuring compliance with federal and state tax law changes, and maintaining a high-performance, reliable experience during peak season.

We are looking for a strong product leader who understands complex software, values operational excellence, and can balance innovation with stability in a mission-critical environment. In addition, this role will identify and build new product capabilities from ideation through launch, helping shape the future of our cloud-based tax ecosystem.

Tasks

What You Will Do

Product Strategy and Roadmap

• Define and own the product vision and roadmap, including both platform evolution and new product innovation.

• Balance innovation with platform stability and reliability in a mission-critical environment.

• Identify opportunities to improve core workflows, customer value, and new product offerings.

• Evaluate opportunities using customer insights, data, and market analysis.

Annual Tax Season Delivery

• Lead planning and execution of annual tax law updates.

• Partner with compliance and tax content teams to implement federal and state changes accurately and on time.

• Prioritize features and enhancements within fixed regulatory deadlines.

• Ensure product readiness and performance during peak tax season.

Customer Experience and Execution

• Improve preparer workflows including return preparation, review, and electronic filing.

• Use customer insights and data to drive measurable improvements.

• Partner with engineering on performance, architecture, and technical priorities.

• Collaborate with support, sales, and go-to-market teams.

• Communicate priorities and tradeoffs clearly to stakeholders and leadership.

Innovation & New Product Development

• Identify and validate new product opportunities through customer discovery, data, and market trends.

• Lead initiatives from ideation → validation → MVP → launch → early scale.

• Rapidly test and iterate using experiments and customer feedback.

• Explore opportunities to apply AI, automation, and modern cloud capabilities.

Requirements

Ideal Candidate Profile (Must-Haves)

• Direct customer-facing product ownership

  – You have owned a commercial B2B SaaS product area, not just internal tools, platforms, or technical infrastructure. Client portals, document workflows, secure sharing, document collection/management, or workflow automation are ideal backgrounds.

• Document ingestion / extraction depth

  – You have personally led an initiative involving OCR, classification, extraction, AI/ML, or LLM-based document processing. You can explain document types, technology/model choices, confidence thresholds, human-in-the-loop review, exceptions, validation, accuracy, and measurable outcomes. You understand security, sensitive data, auditability, and compliance.

• End-to-end product ownership

  – You have personally owned problem definition → discovery → vision → roadmap → prioritization → requirements → launch → measurement → iteration. You can clearly distinguish your own contribution from the broader team’s.

• Fast execution and judgment

  – You have concrete examples of shipping with constrained engineering capacity, competing priorities, or tight deadlines. You make explicit tradeoffs rather than waiting for consensus.

• Strong customer/problem orientation

  – You start with the customer problem and evidence (interviews, behavioral data, support/sales feedback, experimentation) to validate opportunities.

• 0-to-1 / MVP experience

  – You have taken products or significant capabilities from concept to MVP/launch, can explain what you deliberately didn’t build and why, and can provide measurable post-launch results.

• Practical AI fluency

  – You use AI throughout the product lifecycle (research synthesis, requirements, prototyping, analysis, testing, launch communications, monitoring) rather than simply listing AI exposure.

• Cross-functional leadership

  – You are comfortable leading through engineering, design, data, AI/ML, security, operations, sales, support, and executives. You communicate clearly and concisely.

• Metrics-driven

  – You can quantify impact: adoption, processing time, revenue, retention, conversion, efficiency, support volume, accuracy, error rates, etc. You avoid vague phrases like “improved the experience” without evidence.

Requirements

• 6+ years of product management experience in software

• Experience building or scaling cloud-based / SaaS products

• Experience in tax, accounting, fintech, or compliance-driven products is a plus (not required)

• Proven ability to manage complex release cycles under tight deadlines

• Strong analytical and problem-solving skills

• Strong ability to balance innovation with operational excellence

• Excellent communication and cross-functional leadership skills

• High attention to detail and execution

• Demonstrated ability to prioritize effectively using structured frameworks, balancing customer value, business impact, effort, and regulatory constraints

Why This Opportunity

If you are passionate about building innovative, high-impact software for professional users and want to shape the future of document intelligence in the tax ecosystem, we would love to hear from you.