Product Manager

About Instead

Instead is a tax platform designed to help taxpayers and tax professionals collaborate to save money on taxes. As the first company in decades to receive IRS approvals to E-file 1040, 1041, 1120, 1120S, and 1065 — we're re-inventing a complex category. Founded in 2023, Instead combines LLMs with tax law to make tax management a continuous, proactive process rather than a dreaded annual deadline.

Instead's investors include Sarah Guo from Conviction (conviction.com), IRIS (irisglobal.com) the largest tax software provider in the UK and many of our partners and customers who believe in our mission and vision. The Instead team comprises talented leaders from leading tax, financial services and fintech companies — Gusto, Intuit, Zenefits, Thomson Reuters, Wolters Kluwer — as well as top tax & accounting firms such as PwC, BDO, RSM, and KPMG.

Instead was a 2024 Innovation Award Finalist in CPA Practice Advisor. Instead's CEO, Andrew Argue, is a CPA and has been named Top 100 Most Influential People in the Accounting Profession twice - Ones To Watch and CPA Practice Advisors 20 under 40.

About the role

We're seeking an experienced Product Manager to facilitate and manage projects from start to finish for our Instead product teams. Instead is our innovative tax technology platform with over 100+ tax strategies that helps clients identify and implement tax savings opportunities, guiding users through eligibility determination, savings calculations, and step-by-step implementation processes. You'll work closely with engineers, designers, and other product stakeholders to drive key features and improvements, coordinating seamlessly between our US product teams and India-based designers and engineers while engaging directly with customers to understand their needs and translate them into actionable product requirements.

What you'll do

• Build and facilitate product requirements documents with key stakeholders involved in product decisions
• Run daily standups with the India team and join US standups to coordinate between global teams
• Manage sprint planning and retrospectives with India team while coordinating alongside US teams
• Review quality assurance processes, test features before launch, and monitor live production performance
• Review customer requests and bugs, prioritizing them based on impact and business value
• Track product timelines and ensure teams stay on track with committed deliverables
• Identify and escalate issues blocking teams or personnel who need additional help, training, or project reassignment
• Meet with customers to understand key needs and gather feedback alongside the support team

What you'll need

• Background in product management with hands-on experience in a product manager role
• Experience working at a company in a product management capacity
• Proven track record of working collaboratively with engineers and designers
• Strong project management and facilitation skills
• Excellent communication skills for coordinating across global teams
• Ability to prioritize competing demands and manage multiple projects simultaneously

Nice to have

• Experience working in a startup environment
• Experience with agile methodologies and sprint management tools
• Background in SaaS or technology products
• Experience coordinating between distributed global teams

Why join us

• Ability to work with cutting edge AI in all stages of the software development lifecycle
• Work on a cutting-edge tax tech platform that's transforming the industry
• Be part of a collaborative, mission-driven team
• Competitive compensation and benefits

Equal Opportunity Employer - M/F/D/V

As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law.

We trust our team with sensitive information, so all candidates who receive and accept employment offers must complete a background check before joining us.