Fieldguide

Lead/Principal Product Manager, Tax Agents

San Francisco, CA or Remote (USA). Posted 10 days ago

The role

You will build enterprise-grade AI agents to increase efficiency across the tax lifecycle. You will work with engineers and strategic customers to design and ship features for CPA firms and corporate tax departments.

What you will do

  • Build enterprise-grade AI agents for the tax lifecycle
  • Bring an AI-native mindset to solving industry challenges
  • Build interactively with tax practitioners
  • Understand customer needs to define and ship zero-to-one and one-to-n features
  • Shape the product roadmap with engineering and product design
  • Partner with customer success, sales, and marketing to gather feedback and drive adoption

Required qualifications

  • 8+ years of product management experience with deep emphasis on AI / agents
  • 3+ years of tax experience as a tax practitioner and/or building tax products for the CPA or corporate tax market
  • Exceptional written and verbal communication skills
  • Track record of cross-functional collaboration
  • Comfortable with ambiguity
  • Degree in a technical, accounting, or related field, or equivalent professional experience

Benefits

  • Competitive compensation packages with meaningful ownership
  • Flexible PTO
  • 401k
  • Wellness benefits, including a bundle of free therapy sessions
  • Technology & Work from Home reimbursement
  • Flexible work schedules

About the company

Fieldguide builds software for the people who enable trust between businesses by automating the work of advisory, audit, and tax practitioners. The company is headquartered in San Francisco, CA.