Manager, Product Management – Tax Technology

Responsibilities

• Craft and communicate a vision for a portfolio of Tax products and services, with clear articulation of how individual products come together to deliver a seamless experience for clients, firm professionals, and partners
• Enable the product portfolio to operate as a cohesive experience, so clients and users do not encounter internal organizational boundaries, handoffs, or underlying process complexity
• Partner with the Innovation and the Product engineering team on prototyping and MVP development, providing subject matter expertise and ensuring solutions meet Tax practice requirements
• Collaborate and drive change management and adoption of new products and oversee the allocation of product investments to ensure optimal resource distribution and ROI
• Build products strategic roadmap, clearly mapped to business outcomes, value creation, and regulatory priorities
• Continuously assess the performance, cost, and value of products and features across the portfolio, identifying where cost exceeds value and defining clear recommendations and next steps
• Model adaptability by continuously evolving the product portfolio in response to industry trends, regulatory change, emerging solutions, new insights, and shifting client and business needs
• Ensure product teams consistently apply design thinking, systems thinking, and agile best practices throughout the full product lifecycle
• Define and monitor product-level KPIs, using data and insights to coach teams to adjust, refine, or pivot products as performance dictates
• Partner proactively with Technology counterparts to define and evolve end-state architecture that enables the product portfolio and ensures solutions are secure, resilient, performant, and scalable
• Nurture, develop, and coach team by setting clear expectations, identifying growth opportunities, and driving measurable development and performance outcomes

• Bachelor’s or master’s degree in management information systems, Finance, MBA or a related field required.
• 7 + years’ experience preferred with 5+ years of experience in product management or product development, with significant exposure to tax services in a professional services environment
• Demonstrated product experience using different software development methodologies, like Agile and Scaled Agile with one or more certifications (e.g. CSPO, Scaled Agile, Product School)
• Demonstrated experience in defining and implementing service delivery performance metrics and KPIs
• Proven ability to communicate effectively with business stakeholders and senior executive audiences
• Advanced communication and presentation skills to clearly and concisely communicate at all levels of the organization
• Ability to manage multiple projects and communications simultaneously.
• Excellent attention to detail; capable of multitasking and adapting to shifting needs and priorities.
• Quick learner, adept at understanding new and complex procedures.
• Strong organizational skills and project management experience.