Lead/Principal Product Manager, Tax Agents

Role overview Lead product development for AI agents that support tax work at accounting firms and corporate tax departments. You’ll work closely with practitioners, engineering, design, and business teams to shape an AI-enabled product roadmap and deliver improvements across tax preparation, compliance, provision, research, and review.

Responsibilities - Define and improve AI agent capabilities across the tax lifecycle, from data gathering and workpaper preparation through compliance, provision, and review. - Work directly with tax practitioners to understand persistent workflow challenges and explore AI-native solutions. - Identify customer needs and deliver new product features, then improve and scale features already in use. - Partner with engineering and product design to prioritize, define, and ship roadmap work. - Collaborate with customer success, sales, and marketing to share product direction, gather feedback, and encourage feature adoption.

Requirements - At least eight years of product management experience, with substantial focus on AI or agents. - At least three years of tax experience, either as a practitioner or through building products for accounting firms or corporate tax teams. - Strong written and verbal communication and a record of effective cross-functional collaboration. - Comfort working through ambiguity while launching new products. - A degree in a technical, accounting, or related field, or equivalent professional experience.

Benefits and work setup Remote or in-person arrangements are available, with flexible schedules. Listed benefits include meaningful ownership, flexible paid time off, a retirement plan, wellness support including therapy sessions, and technology and work-from-home reimbursement.