Product Manager-Audit and Tax Systems

Novogradac & Company LLP; Austin (TX); On-site; USD 109,000 - 146,000; Full time

Benefits offered by this job

Remote options

Flexible hours

Dress for your day

401(k) profit-sharing

Job summary

Novogradac & Company LLP seeks a Product Manager for Audit & Tax Systems to own end‑to‑end lifecycle, roadmaps, and adoption. Lead platforms like Caseware and CCH Axcess, aligning with practice leaders on value, quality, and compliance across multiple U.S. offices.

Build system roadmaps, coordinate with engagement, workflow, and delivery teams, and influence security, contracts, and documentation retention. 109k–146k USD; remote/hybrid options available.

Qualifications

• Bachelor’s degree in Accounting, AIS, Finance, CS, or related field plus 5+ years in audit/tax or product roles.
• Experience translating practice needs into scalable system designs and workflows.
• CPA license or candidacy, or equivalent experience a plus.

Responsibilities

• Act as the product manager for audit and tax platforms (Caseware, CCH Axcess, etc.).
• Develop roadmaps, backlogs, and enhancement plans across the tech stack.
• Balance priorities across engagement teams, QC, and leadership.
• Plan lifecycle stages for upgrades and consolidation of tools.
• Partner with leaders to define outcomes and success criteria.
• Drive adoption strategy from rollout to reinforcement across the practice.
• Coordinate cross‑functional impacts and vendor engagements.
• Measure usage and value, identify rationalization opportunities.

Skills

Audit workflows

Quality-control

Stakeholder management

System design

Communication

Analytical thinking

Adoption strategy

Education

Bachelor’s degree in accounting or IS/CS

Tools

Caseware

CCH Axcess

Engagement/workflow tools

Jira

Wrike

Job description

It’s fun to work in a company where people truly BELIEVE in what they’re doing! We’re committed to bringing passion and customer focus to the business. Dare to bring your unique perspective? At Novogradac, we value individuals who bring unique perspectives and bold ideas. If you’re eager to contribute to an inclusive, innovative environment where your personal and professional growth is encouraged and supported, we invite you to explore this exciting opportunity with us.

Position Summary:

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.

The firm has one available position in either Austin, TX, Bellevue, WA, Long Beach, CA, Portland, OR, Dover, OH, Atlanta, GA, Cleveland, OH, or Fort Lauderdale, FL.

Your Contributions and Responsibilities

• Product & System Leadership: 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
• Business Partnership: Partner with audit and tax practice leaders and quality‑control owners to clarify intent, outcomes, and success criteria
• Support practice leaders in making informed trade‑off 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
• Change Management & Adoption: 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 company‑wide consistency over individual or partner‑specific configurations
• Delivery & Execution Coordination: 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
• Value & Optimization: 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

Your Background and Skills

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.

Minimum Qualifications

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.

Preferred Qualifications

• 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).

Why work with us?

Novogradac is committed to fostering a welcoming workplace where all employees feel valued and empowered to grow. We believe in offering a supportive, balanced work environment that encourages professional growth and work‑life integration.

• 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

The benefits of joining our team

• 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

Novogradac & Company LLP offers a progressive work environment, competitive pay and an excellent benefits package including medical, dental, vision, paid time off, life/disability insurance, commuter flex accounts and a 401(k).

Novogradac and Company LLP is an equal opportunity employer.

Novogradac’s culture is centered on education, acceptance, innovation and opportunity. We value diversity and respect the different perspectives that each of our employees bring to Novogradac no matter their age, race, religion, gender identity or sexual orientation. We are committed to creating an equitable and inclusive workplace for our entire workforce.

By submitting an application with us, you are providing Novogradac with personal information. More information on how we use your personal information may be found in our Privacy Notice at Collection.

Novogradac is a national certified public accounting and consulting firm headquartered in San Francisco. Founded in 1989, the allied group of Novogradac companies has grown to more than 900 employees and partners with more than 25 offices throughout the country. Novogradac is one of the nation’s top 40 certified public accounting and consulting firms and is a recognized leader in real estate and community development. Novogradac provides publicly and privately held national enterprises with a full spectrum of audit, tax, valuation, expert witness and litigation support, property compliance and general consulting services and works extensively in the affordable housing, community development, historic preservation and renewable energy fields.

Compensation: $109,000 - $146,000 depending on experience. More is possible if experience dictates.