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Plante Moran

Audit, tax, consulting, wealth management

Product Manager - Tax Technology

Product ManagementUpdated on Oct 31
Full-time

About the Job

Requirements

  • A bachelor's degree in Business, Technology, Accounting, Information Systems, or a related field is required; an MBA, advanced degree, CPA, or equivalent designation is a plus.
  • At least 5 years of product management experience is required, preferably with meaningful exposure to tax technology, tax operations, public accounting, professional services, or workflow-intensive software environments.
  • Demonstrated ability to develop product strategy, own roadmaps, manage the end-to-end product lifecycle, and translate business needs into scalable solutions.
  • Working knowledge of tax engagement workflows, compliance processes, tax provision, firm methodology, data dependencies, or practitioner-facing tax tools, with judgment to know when to engage deeper subject matter expertise.
  • Strong customer discovery, research, and user-centered design capabilities, including identifying workflow challenges and unmet needs.
  • Data-driven decision-making skills, including experience using analytics, customer feedback, key performance indicators, business cases, and experimentation to prioritize and measure outcomes.
  • Executive communication and stakeholder management skills, including the ability to build trust, influence across levels, and align cross-functional teams.
  • Familiarity with agile, lean, and modern product operating models, including partnership with technology, data, user experience, platform, business, and vendor teams.
  • Strategic thinking, change leadership, vendor and ecosystem awareness, and the ability to lead through influence in complex, cross-functional environments.
  • Must be legally authorized to work in the United States without sponsorship, except qualified candidates bilingual in Japanese and English or Chinese and English.

Responsibilities

  • Define and champion a product vision and strategy aligned with Tax business goals, practitioner needs, quality objectives, and the evolving tax technology landscape.
  • Own and communicate the product roadmap, prioritizing initiatives based on customer impact, business value, strategic alignment, feasibility, and measurable outcomes.
  • Lead customer discovery with tax partners, tax professionals, operations teams, methodology stakeholders, and other subject matter specialists to identify pain points, unmet needs, and opportunities to improve tax delivery workflows.
  • Monitor market trends across tax technology, accounting software, artificial intelligence, analytics, automation, workflow platforms, and adjacent industries; use customer feedback, usage analytics, key performance indicators, experimentation, and business metrics to guide decisions, refine priorities, and measure value realization.
  • Partner with engineering, architecture, data, user experience, platform, vendor, and business teams to deliver cohesive, scalable product solutions.
  • Create clarity across stakeholders and delivery teams regarding priorities, trade-offs, ownership, success measures, and outcome accountability.
  • Champion and help mature modern product management practices, including discovery, roadmap management, prioritization, experimentation, adoption planning, and value measurement.

Desired Qualifications

  • An MBA, advanced degree, CPA, or equivalent designation is a plus.
  • Meaningful exposure to tax technology, tax operations, public accounting, professional services, or workflow-intensive software environments is preferred.

About the Company

Plante Moran

Audit, tax, consulting, wealth management

Plante Moran is a large professional services firm offering audit, tax, consulting, and wealth management. Its services help clients manage risk, optimize finances, and plan strategy through teams of specialists who work with clients across 23 locations and internationally. The firm labels itself as people-first, aiming to treat business as personal and to build lasting relationships with clients, employees, and communities. Its product is delivered as practical advisory work—audits, tax planning, management consulting, and wealth guidance—tailored by multidisciplinary teams that partner with clients to advance their businesses and chart new territories. The main differentiator is the emphasis on people and personal service, backed by a century-long history and a large, distributed network of professionals. The goal is to be a trusted advisor that clients can rely on to grow their business, strengthen strategies, and support those who depend on them.

Company size
Not listed
Company stage
Not listed
Total funding
Not listed
Headquarters
Chicago, IL
Founded
1924

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