Senior Product Manager

Job Title: Senior Product Manager Document Intelligence Platform
Location: Coppell TX 75019 Remote (Central or Eastern Time Zones only)
Experience Level: Mid-Senior
Experience Required: 7 Years
Education Level: Bachelors Degree
Job Function: Information Technology
Industry: Accounting / FinTech / Tax Software
Total Position: 1
Relocation Assistance: Not available
Visa Sponsorship Eligibility: Not available
Duration: 46 months with possible conversion to full-time

About the Role

We are hiring a Senior Product Manager to lead product strategy 01 innovation and execution for our professional desktop and emerging cloud-based tax solutions used by thousands of tax firms.

This role owns the product roadmap annual tax season delivery and long-term evolution of professional portals and document import platforms. You will focus on improving preparer productivity ensuring compliance with federal and state tax law changes and maintaining a high-performance reliable experience during peak season.

We are looking for a strong product leader who understands complex software values operational excellence and can balance innovation with stability in a mission-critical addition this role will identify and build new product capabilities from ideation through launch helping shape the future of our cloud-based tax ecosystem.

What You Will Do

Product Strategy and Roadmap

• Define and own the product vision and roadmap including both platform evolution and new product innovation.
• Balance innovation with platform stability and reliability in a mission-critical environment.
• Identify opportunities to improve core workflows customer value and new product offerings.
• Evaluate opportunities using customer insights data and market analysis.

Annual Tax Season Delivery

• Lead planning and execution of annual tax law updates.
• Partner with compliance and tax content teams to implement federal and state changes accurately and on time.
• Prioritize features and enhancements within fixed regulatory deadlines.
• Ensure product readiness and performance during peak tax season.

Customer Experience and Execution

• Improve preparer workflows including return preparation review and electronic filing.
• Use customer insights and data to drive measurable improvements.
• Partner with engineering on performance architecture and technical priorities.
• Collaborate with support sales and go-to-market teams.
• Communicate priorities and tradeoffs clearly to stakeholders and leadership.

Innovation & New Product Development

• Identify and validate new product opportunities through customer discovery data and market trends.
• Lead initiatives from ideation validation MVP launch early scale.
• Rapidly test and iterate using experiments and customer feedback.
• Explore opportunities to apply AI automation and modern cloud capabilities.

Ideal Candidate Profile (Must-Haves)

• Direct customer-facing product ownership You have owned a commercial B2B SaaS product area not just internal tools platforms or technical infrastructure. Client portals document workflows secure sharing document collection/management or workflow automation are ideal backgrounds.
• Document ingestion / extraction depth You have personally led an initiative involving OCR classification extraction AI/ML or LLM-based document processing. You can explain document types technology/model choices confidence thresholds human-in-the-loop review exceptions validation accuracy and measurable outcomes. You understand security sensitive data auditability and compliance.
• End-to-end product ownership You have personally owned problem definition discovery vision roadmap prioritization requirements launch measurement iteration. You can clearly distinguish your own contribution from the broader teams.
• Fast execution and judgment You have concrete examples of shipping with constrained engineering capacity competing priorities or tight deadlines. You make explicit tradeoffs rather than waiting for consensus.
• Strong customer/problem orientation You start with the customer problem and evidence (interviews behavioral data support/sales feedback experimentation) to validate opportunities.
• 0-to-1 / MVP experience You have taken products or significant capabilities from concept to MVP/launch can explain what you deliberately didnt build and why and can provide measurable post-launch results.
• Practical AI fluency You use AI throughout the product lifecycle (research synthesis requirements prototyping analysis testing launch communications monitoring) rather than simply listing AI exposure.
• Cross-functional leadership You are comfortable leading through engineering design data AI/ML security operations sales support and executives. You communicate clearly and concisely.
• Metrics-driven You can quantify impact: adoption processing time revenue retention conversion efficiency support volume accuracy error rates etc. You avoid vague phrases like improved the experience without evidence.

Requirements

• 6 years of product management experience in software
• Experience building or scaling cloud-based / SaaS products
• Experience in tax accounting fintech or compliance-driven products is a plus (not required)
• Proven ability to manage complex release cycles under tight deadlines
• Strong analytical and problem-solving skills
• Strong ability to balance innovation with operational excellence
• Excellent communication and cross-functional leadership skills
• High attention to detail and execution
• Demonstrated ability to prioritize effectively using structured frameworks balancing customer value business impact effort and regulatory constraints

Why This Opportunity
If you are passionate about building innovative high-impact software for professional users and want to shape the future of document intelligence in the tax ecosystem we would love to hear from you.