Product Manager-Audit and Tax Systems

Novogradac & Company LLP • Cleveland, OH

21h • $97,000 - $130,000 • Hybrid

About The Position

The Product Manager, Audit & Tax Systems is accountable for the end-to-end lifecycle and value realization of the company’s audit and tax practice systems. This role translates the intent of practice leaders into a clear system vision, roadmap, and delivery plan, ensuring that engagement, workflow, document, and review platforms are well-designed, effectively adopted, and continuously improved. The Product Manager prioritizes investments based on practice value, quality, and compliance, and drives adoption, outcomes, and long-term system health across the audit and tax service lines.

Requirements

• Strong understanding of audit and/or tax engagement workflows, quality-control processes, and professional standards
• Ability to work independently and to lead without authority and navigate complex stakeholder environments across partners, managers, and staff
• Experience translating practice needs into scalable system designs and standardized workflows
• Ability to operate at both strategic and operational levels
• Familiarity with a broad range of audit and tax technologies, integrations, and system architectures
• Knowledge of business process modeling and improvement techniques
• Demonstrated ability to work efficiently in areas of uncertainty, using analytical skills to clarify ambiguities and resolve complex practice challenges
• Excellent communication and interpersonal skills
• Strong attention to detail and organizational skills
• Bachelor’s degree in Accounting, Accounting Information Systems, Information Systems Management, Finance, Computer Science, or a related field, plus at least 5 years of experience in an audit or tax practice and/or product management, business analysis, systems enablement, or application ownership.

Nice To Haves

• Hands-on experience with audit and/or tax platforms (e.g., Caseware, CCH Axcess, ProSystem fx, and engagement/document automation).
• Prior experience in public accounting or supporting an audit or tax practice.
• CPA license or CPA candidacy, or equivalent experience supporting engagement and quality-control processes.
• Experience working with project management platforms (e.g., Jira, Wrike) and information security audit frameworks (e.g., SOC 2, ISO 27001).
• Certification in Business Analysis (e.g., CBAP, CCBA).

Responsibilities

• Act as the product manager for assigned audit and tax platforms (e.g., Caseware, CCH Axcess, engagement and workflow tools, document automation, and e-file/delivery solutions)
• Develop and maintain system roadmaps, backlogs, and enhancement plans across the audit and tax technology stack
• Balance competing priorities, dependencies, and constraints across engagement teams, quality control, and firm leadership
• Plan system lifecycle stages including upgrades, optimization, consolidation, and eventual replacement of legacy or overlapping tools
• Partner with audit and tax practice leaders and quality-control owners to clarify intent, outcomes, and success criteria
• Support practice leaders in making informed tradeoff and investment decisions on software, workflow, and standardization
• Coordinate cross-functional impacts across engagement management, document delivery, and client-facing processes to ensure practice cohesion
• Provide functional direction and coordination to process-improvement resources supporting audit and quality-control work, aligning their initiatives to system roadmaps and standards.
• Partner with Finance on practice value cases and ROI, and with Legal & Risk on security, contracting, compliance, and documentation-retention requirements for audit and tax systems.
• Own the adoption strategy for system changes, from rollout through reinforcement, driving proactive, consistent, and standards-aligned adoption across the practice
• Partner with appropriate cross-functional teams to support training, communication, and standardized use
• Define and monitor adoption metrics; adjust approach as needed to drive consistent, firm-wide utilization
• Ensure systems are aligned to how the practice should operate under professional standards, promoting companywide consistency over individual or partner-specific configurations
• Work with project managers to execute initiatives aligned to the product roadmap
• Partner with IT on technical feasibility, security, architecture, and integrations (e.g., data flow between engagement, workflow, and delivery systems)
• Coordinate vendor engagement—including demos, evaluations, and contract terms—from a business and product perspective
• Measure system utilization, effectiveness, and realized practice value across the audit and tax service lines
• Identify opportunities to reduce manual work, eliminate redundant point solutions, and improve review and delivery efficiency
• Recommend system rationalization, consolidation, or retirement where the practice has accumulated overlapping or partner-specific tools

Benefits

• Increased number of paid holidays per year
• Competitive salaries with continuous review of market conditions
• Flexible working hours and work arrangements
• Remote and hybrid opportunities
• Inclusive workplace, providing strong professional growth and development opportunities
• Strong growth opportunities
• Competitive benefits package
• 401(k) package with firm profit-sharing
• Strong emphasis on quality work-life integration
• Dress for your day policy
• Resources of a national firm
• Opportunities to engage with our active Employee Resource Groups (ERGs), affinity groups, and advance your career within a supportive, inclusive environment
• medical
• dental
• vision
• paid time off
• life/disability insurance
• commuter flex accounts
• 401(k)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level