Product Manager-Audit and Tax Systems

Novogradac; Cleveland (OH); Hybrid; USD 97,000 - 130,000; Full time

Benefits offered by this job

Remote and hybrid opportunities

Competitive salaries

Paid holidays

Job summary

Novogradac seeks a Product Manager for Audit & Tax Systems to own end-to-end lifecycle and value realization of our audit and tax platforms. You translate practice needs into a clear system vision, roadmap, and delivery plan, ensuring engagement and document workflows are well-designed and adopted.

You will prioritize investments, drive adoption, and collaborate with cross-functional teams to optimize system health across audit and tax service lines.

Qualifications

• Bachelor’s degree in Accounting, Accounting Information Systems, Information Systems Management, Finance, Computer Science, or 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.
• Hands-on experience with audit and/or tax platforms (e.g., Caseware, CCH Axcess, ProSystem fx, and engagement/document automation).
• 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.

Skills

Audit/Tax workflows

Stakeholder management

Translate needs into system designs

Analytical skills

Communication skills

Education

Bachelor’s degree in Accounting/IS/CS

Tools

Caseware

CCH Axcess

ProSystem fx

Jira

Wrike

Job description

Your Contributions And Responsibilities

Product & System Leadership

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 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.

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 companywide 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.

We Are Proud To Offer

• 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
• Compensation: $97,000 - $130,000 depending on experience. More is possible if experience dictates.

Don't meet every single qualification?

After reviewing this job posting, are you hesitating to apply because you don’t meet all the listed requirements? At Novogradac, we are dedicated to building a workplace supported by unique perspectives and experiences, so if you’re excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply.

You may still be the right candidate for this or one of our other roles.

Get to know us better!

We’re Novogradac, 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.

Commitment to Inclusion

Novogradac is committed to ensuring a fair and inclusive recruitment process, making reasonable accommodations to individuals with disabilities or special needs throughout the application process. We encourage applicants from all backgrounds, identities, and experiences to apply, as we believe that unique perspectives strengthen our ability to achieve excellence.

At Novogradac, we offer a variety of Employee Resource Groups and Affinity Groups to provide all employees with opportunities to connect, collaborate, and support one another in the workplace.

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.