Senior Product Manager — US Tax

Caseware • Atlanta, GA

17h

About The Position

The Senior Product Manager, US Tax owns the product strategy, roadmap, and success of Caseware's US tax solutions. The role covers tax compliance and provision work performed by US firms, connections with Caseware's accounting and assurance products, and integrations with the broader US tax technology stack. The position reports to the Head of Solutions, US. A US CPA in good standing is a hard requirement, and some travel is required.

The role defines the US tax product strategy and roadmap, including product requirements, scope, sequencing, and success measures. It works through delivery teams to build roadmap items, identifies and escalates delivery risks, reports roadmap status and performance to senior leadership, and advances the use of agentic AI in both customer workflows and product development.

The Senior Product Manager evaluates whether Caseware should build tax capabilities or integrate with existing providers, develops the business case for those recommendations, and owns requirements for third-party tax integrations. The role serves as an internal expert on US tax practice, monitors IRS and state guidance and legislative changes, engages with firms and industry groups, and sets standards for compliance accuracy before release. It also works with go-to-market teams on positioning, launches, enablement, product performance, pricing, and packaging.

Requirements

• US CPA in good standing.
• Seven or more years of experience in US tax practice, or combined US tax practice and product management experience.
• Deep knowledge of US federal and multi-state compliance across pass-through entities, corporations, and individuals.
• Ability to read and interpret future guidance.
• Familiarity with the US tax software market.
• Experience delivering through teams the candidate does not manage.
• Ability to define requirements that engineering and content teams can build from.
• Experience prioritizing and planning across competing demands and surfacing risks early.
• Ability to present priorities and supporting evidence to senior audiences.
• Strong interest in technology and motivation to stay current with professional standards and changes in the tax profession.
• Self-motivated, results-oriented, willing to take initiative, and able to work effectively without daily supervision.
• Clear communication with colleagues across regions.
• Some travel is required.

Responsibilities

• Own the product strategy for Caseware's US tax solutions and align it with the overall product and company vision.
• Define what should be built for the US tax market, for whom, and the opportunity it addresses.
• Own the roadmap, including prioritization, sequencing, and the requirements for successful delivery.
• Define requirements, scope, and success measures before work begins, and work through delivery teams to build roadmap items.
• Set direction for agentic AI in customer workflows and use AI tooling in specifications, prototyping, testing, and releases.
• Identify and escalate delivery risks early, and report roadmap status and product performance to senior leadership.
• Evaluate whether to build tax capabilities or integrate with existing providers, and develop product cases including opportunities and required investment.
• Own product requirements for third-party tax integrations.
• Serve as an internal expert on US tax practice, including federal and multi-state compliance, tax forms, and firm workflows.
• Interpret IRS and state guidance and legislative changes with compliance impacts, and bring them onto the roadmap before they become effective.
• Maintain knowledge of the US tax software landscape and the products firms use.
• Engage with firms of different sizes to shape the roadmap around customer needs and value.
• Represent the product with firm advisory groups and industry bodies.
• Set compliance accuracy standards and define what a tax solution must meet before it ships.
• Work with go-to-market teams on positioning, launch, enablement, and in-market success.
• Provide the product perspective on pricing and packaging.

Benefits

• Flexible work options and remote opportunities.
• Generous time-off policies.
• Competitive salary and comprehensive benefits.
• Recognition programs and performance bonuses.
• Opportunities for career growth.
• Opportunities to work on international projects and collaborate with a diverse, global team.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed