Define and lead the vision and strategy for U.S. Professional Tax content, focusing on forms, calculations, and regulatory compliance.
Ensure tax content is accurate, scalable, and aligned to the needs of Tax & Accounting firms.
Partner closely with engineering, tax analysts, and go‑to‑market teams to translate regulatory requirements and customer insights into clear product direction and prioritized execution.
Deliver a high‑quality, intuitive tax preparation experience across all customer segments.
Proactively communicate in‑season releases, enhancements, and roadmap changes to internal stakeholders and external customers.
Monitor and explore emerging technology trends, including AI and automation, to inform future product capabilities.
Requirements
Bachelor’s degree in a related field or equivalent practical experience.
Strong understanding of U.S. tax compliance concepts, including forms, calculations, and regulatory change management.
Demonstrated experience owning product strategy, roadmaps, and backlogs for content‑heavy or rules‑based products.
Proven ability to translate regulatory, market, and customer requirements into clear product priorities and executable plans.
Excellent written and verbal communication skills, with the ability to clearly communicate product direction, trade‑offs, and roadmap changes to both technical and non‑technical audiences.
Strong analytical and prioritization skills, with a track record of balancing accuracy, efficiency, and delivery timelines.
5+ years of product management experience delivering complex, B2B software solutions in a regulated or compliance‑driven domain (preferred).
Experience partnering cross‑functionally with Engineering, UX, Tax/Legal, and Go‑to‑Market teams in an agile environment (preferred).
Experience supporting professional Tax & Accounting customers or products used during time‑sensitive, high‑stakes workflows (e.g., tax season) (preferred).
Familiarity with IRS and state taxing authority processes, including regulatory interpretation and implementation (preferred).