Lead/Principal Product Manager, Tax Agents

Fieldguide•San Francisco, CA

5d•$205,000 - $275,000

About The Position

As Lead PM for Tax Agents, you will play a central role in building the industry's leading agentic tax platform. You will work closely with engineers and strategic customers to design, ship, and continuously improve intelligent agents that transform how top CPA firms and corporate tax departments operate across provision, compliance, research, and review. The position is open to remote or in-person work arrangements.

Requirements

8+ years of product management experience, with a deep emphasis on AI or agents.
3+ years of tax experience as a tax practitioner and/or building tax products for the CPA or corporate tax market.
Exceptional written and verbal communication skills and a track record of cross-functional collaboration.
Comfort with the ambiguity involved in launching new products.
A degree in a technical, accounting, or related field, or equivalent professional experience.

Responsibilities

Build enterprise-grade AI agents that improve efficiency, quality, and practitioner experience throughout the tax lifecycle, from data gathering and workpaper preparation to compliance, provision, and review.
Use an AI-native approach to address long-standing industry challenges, building interactively with tax practitioners at large firms and corporate tax departments.
Understand customer needs, define and ship zero-to-one features, and enhance and scale one-to-n features.
Shape the product roadmap with engineering and product design, defining, shipping, and delivering impact with new features.
Partner with customer success, sales, and marketing to gather feedback, communicate product strategy, and drive adoption of new features.