Senior Product Manager — US Tax

Caseware • Atlanta, GA

1d

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 US tax compliance and provision workflows, how they connect with Caseware’s accounting and assurance products, and integrations with the broader US tax technology ecosystem. It reports to the Head of Solutions, US, and requires some travel.

The role defines and prioritizes product opportunities, requirements, scope, sequencing, and success measures, then works through delivery teams to bring roadmap items to market. It also assesses whether to build tax capabilities or partner with or integrate existing providers, and owns requirements for third-party tax integrations.

The product manager serves as an internal expert on US tax practice and software, interprets tax guidance and legislative changes, and ensures compliance requirements are reflected in the roadmap and product quality standards. The role also guides agentic AI strategy and the use of AI tools in product development, reports product performance and roadmap status to senior leadership, and collaborates with go-to-market teams on positioning, launches, enablement, pricing, packaging, and commercial success.

Requirements

• US CPA in good standing.
• Seven or more years in US tax practice, or combined US tax practice and product management experience.
• Deep knowledge of US federal and multi-state compliance across pass-throughs, corporates, and individuals, and ability to read and interpret future guidance.
• Familiarity with the US tax software market.
• Experience delivering through teams the role 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 communicate priorities and supporting evidence to a senior audience.
• Self-motivated commitment to staying current with professional standards and changes in the tax profession.
• Results-oriented, proactive, and willing to take initiative.
• Able to work effectively without daily supervision and communicate clearly with colleagues across regions.
• Strong interest in technology.

Responsibilities

• Own the product strategy for Caseware’s US tax solutions and align it with the overall product and company vision.
• Determine what should be built for the US tax market, for whom, and which opportunities it addresses.
• Own the roadmap, including sequencing and the conditions needed for roadmap items to ship successfully.
• Define requirements, scope, and success measures before work begins.
• Work through delivery teams to deliver roadmap items.
• Set direction for where agentic AI should fit into customer workflows and use AI tooling for specifications, prototyping, testing, and releases.
• Identify delivery risks against the roadmap and raise them early.
• Report roadmap status and product performance to senior leadership.
• Assess where to build tax capabilities and where to integrate with an existing provider; develop product cases covering opportunity and investment.
• Own product requirements for third-party tax integrations.
• Serve as an internal expert on US tax practice, including federal and multi-state compliance, forms, and firm workflows.
• Interpret IRS and state guidance and legislative changes with compliance impact, and get them onto the roadmap before they take effect.
• Maintain knowledge of the US tax software landscape and the products firms already use.
• Engage with firms of different sizes and shape the roadmap based on customer needs and value impact.
• Represent the product with firm advisory groups and industry bodies.
• Treat compliance accuracy as a deliverable and set the standards a tax solution must meet before release.
• Work with go-to-market teams on positioning, launches, 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, performance bonuses, and 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