Product Manager-Audit and Tax Systems

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.

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.

Location:

Austin, TX, Bellevue, WA, Long Beach, CA, Portland, OR, Dover, OH, Atlanta, GA, Cleveland, OH, or Fort Lauderdale, FL.

• 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

• 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 company wide 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

• 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…