Senior Product Manager
Caseware
Senior Product Manager
Caseware
Cloud-based audit and practice management platform
As Senior Product Manager, US Tax, you own the product strategy, roadmap, and success of Caseware's US tax solutions: the compliance and provision work US firms carry out, how it connects to the accounting and assurance work already running in Caseware, and where Caseware integrates with the wider US tax technology stack.
You'll be reporting into: Head of Solutions, US
A US CPA in good standing is a hard requirement. This role will require some travel.
Strategy and roadmap
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.
Build, buy, and partner
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.
Market and customers
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.
Quality and compliance
Treat compliance accuracy as a deliverable rather than an assumption.
Set the bar a tax solution must meet before it ships.
Go-to-market and commercial
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.
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.
What's in it for you:
Shape what’s next with AI: Help transform audit and accounting through AI-powered technology. Explore new ways to bring AI into our own workflows, rethink how work gets done, and turn ideas into meaningful improvements for our teams and customers.
Make an impact that matters: Contribute to solutions that help professionals navigate complexity, make informed decisions, and strengthen trust in financial information around the world.
Bring your voice. Expand your perspective: Collaborate with a diverse global team where your ideas are valued, knowledge is shared, and different perspectives lead to better outcomes.
Build a career that grows with you: Develop your skills, take on new challenges, and explore career opportunities as our business and technology evolve.
Thrive at work and beyond: Enjoy competitive compensation, comprehensive benefits, recognition programs, and performance bonuses, alongside flexible work options, remote opportunities, and generous time off.
We’re committed to building teams as diverse as our customers through equitable and inclusive hiring. We welcome candidates of all backgrounds. If you need accommodations or have questions at any stage of the application or interview process, contact our People Operations team at [email protected].
Background Check:
All successful candidates will undergo background screening, which may include identity verification, criminal record checks, and/or reference checks, as appropriate to the role and location and in accordance with applicable law.
Security and Fraud:
All employees are expected to apply security best practices and work within secure handling guidelines to perform assigned responsibilities when accessing data and business information.
Caseware takes the security of candidates seriously. All legitimate communication from us will come from email addresses ending in @caseware.com and our open positions are always listed on reputable job boards and on our website https://jobs.lever.co/caseware. We will NEVER ask for payment or financial information from you. If you receive an unsolicited job offer, proceed with extreme caution.
Caseware provides software solutions for audit, assurance, and practice management. Its flagship Caseware Cloud is a cloud platform where firms store files securely, manage engagements, and collaborate with clients, with data organized by consistent naming to streamline audits. It differentiates itself by focusing on audit-focused workflows and offering an integrated, subscription-based platform for engagement management, client advisory, and practice tasks. Its goal is to help accounting firms, government agencies, and corporate finance teams deliver deeper insights and conduct audits and advisory work more efficiently while maintaining ongoing client relationships.
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