Product Manager: Audit & Tax Systems & Workflows

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

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.