US Tax Product Lead — Strategy, AI & Tax Tech

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 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