Product Manager, Tax Workpapers

Product Managers independently lead product areas of moderate complexity and are accountable for delivering customer and business value through well-defined product investments. They partner closely with Design, Engineering, User Research, and stakeholders to shape strategy, prioritize opportunities, execute product roadmaps, and measure outcomes. Product Managers II demonstrate growing expertise in customer discovery, data-informed decision-making, and cross‑functional leadership while influencing product direction and driving measurable results.

• Customer Discovery & Insight:
  Drive ongoing customer discovery activities in partnership with User Research to understand user workflows, needs, and pain points. Lead customer interviews, usability testing, and feedback collection efforts to validate opportunities and inform decisions. Synthesize customer, market, and business insights into prioritized product opportunities and recommendations.
• Agentic & AI‑Native Product Design:
  Contribute to the strategy, design, and delivery of AI‑powered and agentic product experiences. Partner with Designers and Engineers to translate AI capabilities into practical, trusted user experiences. Evaluate AI‑driven functionality through customer feedback, experimentation, and performance measurement.
• Product Strategy & Execution:
  Own product strategy, roadmap, and execution for a product area, workflow, or portfolio of related capabilities. Prioritize initiatives using customer value, business impact, and technical considerations. Create clear requirements, user stories, and acceptance criteria that enable efficient delivery. Lead product initiatives from discovery through launch and ongoing optimization. Contribute to business cases and support investment prioritization decisions.
• Data, Experimentation & Metrics:
  Define and track KPIs and success metrics for assigned product areas. Leverage analytics, experimentation, and customer insights to validate assumptions and improve outcomes. Communicate product performance trends and recommend actions based on data.
• Cross‑Functional Influence & Stakeholder Alignment:
  Partner effectively with Engineering, Design, Research, Content, and business stakeholders to deliver results. Facilitate alignment among stakeholders with competing priorities and perspectives. Communicate product plans, trade‑offs, progress, and outcomes to stakeholders at multiple levels. Build productive working relationships and contribute to a culture of collaboration and accountability.
• Go‑To‑Market Support:
  Partner with Go‑To‑Market teams to support launch planning, adoption efforts, and customer communication strategies. Collaborate with Sales and Customer Experience teams to gather market feedback and identify product opportunities. Support product positioning and value messaging through customer, market, and competitive insights.

• 5+ years working on technology‑powered products as a Product Manager, Product Designer, Engineer, Data Analyst, or User Researcher, or 5+ years as a subject matter expert and user of similar products.
• Bachelor’s degree in a technical field, or equivalent experience building and shipping digital products, or appropriate subject matter expertise relevant to the product.
• Demonstrated advanced knowledge of product discovery, product delivery, and agile product development practices.
• Experience owning product roadmaps and delivering measurable business and customer outcomes.
• Experience defining success metrics and applying data‑driven decision‑making techniques.
• Experience leading cross‑functional initiatives involving multiple stakeholders and competing priorities.
• Demonstrated ability to translate customer needs, business objectives, and…