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Fieldguide

Builds AI software for audit and advisory firms

Lead/Principal Product Manager - Tax Agents

Technical Product ManagementConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • At least 8 years of product management experience with a deep emphasis on artificial intelligence or agents.
  • At least 3 years of tax experience as a tax practitioner and/or building tax products for the certified public accountant or corporate tax market.
  • A degree in a technical, accounting, or related field, or equivalent professional experience.
  • Strong written and verbal communication skills, with a track record of cross-functional collaboration.
  • Comfort working with ambiguity while launching new products.

Responsibilities

  • Build enterprise-grade artificial intelligence agents to increase efficiency, quality, and practitioner experience across the tax lifecycle, including data gathering, workpaper preparation, compliance, provision, and review.
  • Work interactively with tax practitioners at large firms and corporate tax departments to solve industry challenges using an AI-native approach.
  • Understand customer needs, define and ship zero-to-one features, and enhance and scale existing features.
  • Shape the product roadmap with engineering and product design, defining and shipping features to deliver impact.
  • Partner with customer success, sales, marketing, and other cross-functional teams to gather feedback, communicate product strategy, and drive adoption of new features.

About the Company

Fieldguide

Builds AI software for audit and advisory firms

Fieldguide builds AI software for accounting and advisory firms to manage audits, risk assessments, and other client engagements in one shared workspace. Its Field Agents divide engagement work across planning, evidence testing, review, and financial statement preparation, with practitioners directing the work and approving results. The platform connects document requests, workpapers, and reporting so firms and their clients work from the same engagement records instead of separate files and email threads. Firms buy subscriptions to the hosted software, with implementation services covered by their contracts. Fieldguide was founded in 2020 and is headquartered in San Francisco, California, United States.

Company size
201-500
Company stage
Series C
Total funding
$125.1M
Headquarters
San Francisco, CA
Founded
2020

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