Senior Product Manager — US Tax

Caseware International; Atlanta (GA); On-site; USD 140,000 - 190,000; Full time

Job summary

Caseware is seeking a Senior Product Manager, US Tax, to own the product strategy, roadmap, and success of Caseware's US tax solutions. You will drive alignment with the overall product vision and collaborate with delivery teams to ship enhancements for federal and state compliance, corporate and individual tax workflows, and integration with tax tech providers.

You will interact with senior leadership, advise on go-to-market and pricing, and shape the internal expert view on US tax practice and

Qualifications

• US CPA in good standing is a hard requirement.
• 7+ 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.
• Familiarity with the US tax software market.
• Experience delivering through teams you do not manage.
• Able to define requirements for engineering and content teams.
• Strong prioritization and risk management.
• Self-starter with clear communication across regions.

Responsibilities

• Own the product strategy for Caseware's US tax solutions and keep it aligned 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: what goes on it, in what sequence, and what each item needs to ship successfully.
• Define the requirements, scope, and success measures for each item before work starts.
• Work through the delivery teams to get roadmap items built.
• Lean forward on agentic AI in the product suite. Set the go-forward direction for where agents sit in customer workflows
• Use AI tooling in how the team builds: specs, prototyping, testing and release
• Identify delivery risk against the roadmap and raise it early.
• Report roadmap status and product performance to senior leadership.
• Assess where Caseware builds tax capability and where it integrates with an existing provider.
• Produce the product case behind each recommendation, including the opportunity and the investment required.
• Own the product requirements for third-party tax integrations.
• Be the internal expert on US tax practice: federal and multi-state compliance across pass-throughs, corporates, and individuals.
• Interpret IRS and state guidance, and legislative change with a compliance impact, and get it onto the roadmap before it is effective.
• Know the US tax software landscape and what firms already run.
• Spend time with firms of every size and shape roadmap based upon customer need and highest value impact
• Represent the product with firm advisory groups and industry bodies.
• Treat compliance accuracy as a deliverable and set the bar before ships.
• Work with go-to-market teams on positioning, launch, enablement, and success of the solutions.

Skills

US tax expertise

Product management

Cross-functional leadership

Communication

Travel readiness

Tools

AI tooling

Job description

Caseware is one of Canada's original Fintech companies, having led the global audit and accounting software industry for over 30 years, with more than 500,000 users across 130 countries and available in 16 different languages. While you might not have heard of us (yet) over 36,000 accounting and audit professionals list Caseware as a skill on their LinkedIn profiles!

As Senior Product Manager, US Tax, you own the product strategy, roadmap, and success of Caseware's US tax solutions: the compliance and provision work US firms carry out, how it connects to the accounting and assurance work already running in Caseware, and where Caseware integrates with the wider US tax technology stack.

You’ll be reporting into: Head of Solutions, US

A US CPA in good standing is a hard requirement. This role will require some travel.

What you will be doing:

Strategy and roadmap

• Own the product strategy for Caseware's US tax solutions and keep it aligned 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: what goes on it, in what sequence, and what each item needs to ship successfully.

• Define the requirements, scope, and success measures for each item before work starts.

• Work through the delivery teams to get roadmap items built.

• Lean forward on agentic AI in the product suite. Set the go-forward direction for where agents sit in customer workflows

• Use AI tooling in how the team builds: specs, prototyping, testing and release

• Identify delivery risk against the roadmap and raise it early.

• Report roadmap status and product performance to senior leadership.

Build, buy, and partner

• Assess where Caseware builds tax capability and where it integrates with an existing provider.

• Produce the product case behind each recommendation, including the opportunity and the investment required.

• Own the product requirements for third-party tax integrations.

Market and customers

• Be the internal expert on US tax practice: federal and multi-state compliance, the forms, and firm workflow.

• Interpret IRS and state guidance, and legislative change with a compliance impact, and get it onto the roadmap before it is effective.

• Know the US tax software landscape and what firms already run.

• Spend time with firms of every size and and shape roadmap based upon customer need and highest value impact

• Represent the product with firm advisory groups and industry bodies.

Quality and compliance

• Treat compliance accuracy as a deliverable rather than an assumption.

• Set the bar a tax solution must meet before it ships.

Go‑to‑market and commercial

• Work with go-to-market teams on positioning, launch, enablement, and the success of the solutions you own in market.

• Provide the product view into pricing and packaging for those solutions.

What you will bring:

• A US CPA in good standing, with a strong interest in technology.

• 7+ 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 the ability to read and interpret future guidance.

• Familiarity with the US tax software market.

• Experience delivering through teams you do not manage.

• Able to define requirements from which engineering and content teams can build.

• Experience prioritizing and planning across competing demands, and surfacing risk early rather than late.

• Able to set out priorities and the evidence behind them to a senior audience.

• A lifelong learner, self-motivated to stay current with professional standards and changes in the tax profession.

• Results orientated — willing to roll up their sleeves and take initiative.

• A self-starter who works effectively without daily supervision and communicates clearly with colleagues across regions.

What's in it for you:

Innovation is at our core. We work with cutting-edge technology in accounting and financial reporting, constantly pushing the boundaries to create impactful software solutions.

We are committed to a collaborative culture, where your ideas are valued, and knowledge sharing is encouraged within a supportive, inclusive team.

Work-life balance is important to us. We offer flexible work options, remote opportunities, and generous time-off policies to ensure a healthy work-life balance.

We offer competitive compensation, including a competitive salary and comprehensive benefits

We are driven by impactful work. Your contributions directly affect how our clients manage financial processes and drive their success.

Recognition and rewards matter to us. We celebrate hard work through recognition programs, performance bonuses, and opportunities for career growth.

We embrace global opportunities. Work on international projects and collaborate with a diverse, global team.

About Caseware:

Caseware's cutting-edge software products are meticulously designed for accounting firms, corporations, and governments. Our teams are continually collaborating, innovating, and building upon our existing suite of products. With a customer-focused mindset, we are building technology that is shaping what the future of audits, financial reporting, and financial data analytics will look like.

With a recent strategic investment from Hg Capital in 2020, Caseware is now in its next major growth phase as we double down on the people and products that have made Caseware so successful to date.

One of Caseware's core values is Many Voices, One Team and with that in mind, we're dedicated to building teams as diverse as our customers in an equitable and inclusive way. We welcome and encourage candidates of all backgrounds to apply. Should you require accommodations or have any questions at any point during the application or interview process, please e‑mail our People Operations team at [e-mail].

Background Check:

Any candidates successful in obtaining an offer for a position will need to successfully complete a background check through Certn.co which typically includes an Identity Verification and Criminal Record Check. Executives and Senior Managers will undergo a Soft Credit Check as well. Candidates residingin the Netherlands and Germany are excluded from undergoing background checks via Certn.co

Security and Fraud:

Caseware takes the security of candidates seriously. All legitimate communication from us will come from email addresses ending in @caseware.com and our open positions are always listed on reputable job boards and on our website https://jobs.lever.co/caseware. We will NEVER ask for payment or financial information from you. If you receive an unsolicited job offer, proceed with extreme caution.