Product Manager- Tax Reporting
About The Position
FITS Consulting is expanding, and we’re looking for a standout Product Manager to help shape the future of tax reporting within a rapidly evolving regulatory landscape. This isn’t a maintenance role — it’s an opportunity to take ownership of a high-impact product area at the intersection of financial technology, compliance, and client experience. In this role, you’ll be the strategic voice behind our tax reporting solutions, driving product vision, influencing roadmap decisions, and partnering directly with engineering, clients, and business leaders. You’ll play a critical role in navigating complex IRS and global reporting requirements while delivering scalable, forward-thinking solutions that power our clients’ success. If you thrive in environments where regulation meets innovation, where your expertise directly impacts product direction, and where you can take full ownership from concept through delivery- this is your seat at the table. Join FITS Consulting — where your experience drives transformation.
Requirements
- 6–8+ years of experience in tax reporting, cost basis, or financial services technology.
- Strong knowledge of IRS reporting, withholding, and related compliance requirements.
- Experience supporting broker-dealers, custodians, or wealth management platforms.
- Familiarity with securities taxation (mutual funds, equities, fixed income, corporate actions).
- Working knowledge of FATCA and global reporting considerations.
- Understanding of agile product development and lifecycle management.
- Strong analytical, communication, and stakeholder management skills.
- Proficiency with tools such as Excel, Jira, Confluence, and Visio.
Responsibilities
- Track and interpret U.S. and global tax regulations, translating changes into product impact and enhancements.
- Shape product direction and contribute to the tax reporting roadmap, ensuring compliance and continuous improvement.
- Analyze complex business and regulatory needs to define solutions (requirements, workflows, gap analysis).
- Act as a subject matter expert across cost basis and tax reporting (e.g., 1099, 1042-S, and related reporting areas).
- Partner with engineering teams in an agile environment to deliver high-quality product features.
- Lead business testing efforts and support QA through successful product releases.
- Coordinate cross-functional teams during tax season to ensure accurate and timely filings.
- Support clients and internal teams with tax reporting questions, changes, and issue resolution.
- Collaborate with sales, marketing, and project teams on product enhancements and delivery timelines.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
Number of Employees
11-50 employees
