LeadPrincipal Product Manager, Tax Agents

About Us

Fieldguide is establishing a new state of trust for global commerce and capital markets through automating and streamlining the work of advisory audit and tax practitioners at the worlds largest CPA firms. Put simply we build software for the people who enable trust between businesses.

Were headquartered in San Francisco CA and backed by top investors including Growth Equity at Goldman Sachs Alternatives Bessemer Venture Partners 8VC Floodgate Y Combinator DNX Ventures Global Founders Capital Justin Kan Elad Gil and more.

We value diversity in backgrounds and in experiences. We need people from all backgrounds and walks of life to help build the future of audit and advisory. Fieldguides team is inclusive driven humble and supportive. We are deliberate and self-reflective about the kind of team and culture that we are building seeking teammates that are not only strong in their own aptitudes but care deeply about supporting each others growth.

As a growth stage startup employee youll have the opportunity to build out the future of business trust. We make audit practitioners lives easier by eliminating up to 50% of their work and giving them better work-life balance. If you share our values and enthusiasm for building a great culture and product you will find a home at Fieldguide.

About the Role

As Lead PM for Tax Agents you will play a central role in building the industrys leading agentic tax platform. Youll work hand-in-hand with our engineers and our most strategic customers to design ship and continuously improve intelligent agents that transform how top CPA firms and corporate tax departments operate from provision and compliance to research and review.

What Youll Do

• Build enterprise-grade AI agents that increase efficiency quality and practitioner experience across each stage of the tax lifecycle from data gathering and workpaper prep to compliance provision and review.

• Bring a fresh AI-native mindset to solving long-standing industry challenges while building interactively with tax practitioners at the worlds largest firms and corporate tax departments.

• Be extremely customer centric. Understand customer needs then define and ship zero-to-one features and enhance and scale one-to-n features.

• Shape the product roadmap: work with engineering and product design to quickly define ship and deliver impact with new features.

• Partner with cross-functional teams including customer success sales and marketing to gather feedback communicate product strategy and drive adoption of new features.

• We are open to either remote or in-person work arrangements.

Who You Are

• 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 with a track record of cross-functional collaboration.

• Comfortable with ambiguity which comes with launching new products.

• Degree in a technical accounting or related field or equivalent professional experience.

More about Fieldguide

Fieldguide is a values-based company. Our values are:

• Fearless - Inspire & break down seemingly impossible walls.

• Fast - Launch fast with excellence iterate to perfection.

• Lovable - Deliver happiness & 11 star experiences.

• Owners - Execute & run the business with ownership.

• Win-win - Create mutual value & earn trust for life.

• Inclusive - Scale the best ideas with inclusive teams.

Some of our benefits include

• 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

Required Experience:

Staff IC