Senior Product Manager — US Tax

Caseware is hiring a Senior Product Manager to own the strategy, roadmap, and success of its US tax solutions. The role covers product development and integrations, customer and market needs, compliance accuracy, and go-to-market support.

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, the forms, and firm workflow
• 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 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 rather than an assumption
• Set the bar a tax solution must meet before it ships
• Work with go-to-market teams on positioning, launch, enablement, and the success of the solutions you own in market
• Provide the product view into pricing and packaging for those solutions

Requirements:

• A US CPA in good standing is a hard requirement
• A US CPA in good standing, with a strong interest in technology
• 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, and the ability to read and interpret future guidance
• Familiarity with the US tax software market
• Experience delivering through teams you do not manage
• Able to define requirements from which engineering and content teams can build
• Experience prioritizing and planning across competing demands, and surfacing risk early rather than late
• Able to set out priorities and the evidence behind them to a senior audience
• A lifelong learner, self-motivated to stay current with professional standards and changes in the tax profession
• Results orientated — willing to roll up their sleeves and take initiative
• A self-starter who works effectively without daily supervision and communicates clearly with colleagues across regions