Full-Time

Product Manager

Experienced

Confirmed live in the last 24 hours

Column Tax

Column Tax

11-50 employees

API-first tax filing platform for apps

Fintech
Financial Services

Senior

San Francisco, CA, USA + 1 more

More locations: New York, NY, USA

Requires in-person presence in San Francisco or New York City for 2-3 days a week.

Category
Product Management
Product
Required Skills
Product Management
Requirements
  • 5-6+ years of professional experience in Product or a related role.
  • Experience as a Product Manager for a B2C product or B2B API product (Bonus: PM for a Fintech B2C).
  • Experience working closely with go-to-market teams and either (A) Running pilots with customers or (B) Launching new products with customers.
  • Experience communicating highly technical concepts and working closely with engineers.
  • Strong written communication skills.
  • Excited about doing the little things needed to get a product to market.
  • Able to handle ambiguity & change.
Responsibilities
  • Talk to customers and users: talk directly to our partners, prospects, and taxpayers to deeply understand their needs.
  • Work with GTM on strategy: work with our GTM team to decide on our Product strategy.
  • Execute: work with Engineering, Design, and Tax to spec and execute on our most-important projects.

Column Tax provides a tax platform that integrates seamlessly into various applications, particularly those related to personal finance, such as banking services and budgeting tools. Their product allows these applications to offer tax filing capabilities, enhancing the value they provide to users. The platform operates on an API-first model, enabling quick integration so that clients can start processing tax returns within a week. Column Tax is unique in being the first company authorized by the IRS to offer such an API-first tax filing service, ensuring maximum refunds and accuracy for end-users. Additionally, they manage customer support, which helps their clients focus on their core services. The goal of Column Tax is to simplify the tax filing process for both their clients and their clients' customers, ultimately improving financial outcomes.

Company Stage

Series A

Total Funding

$26.1M

Headquarters

New York City, New York

Founded

2021

Growth & Insights
Headcount

6 month growth

-2%

1 year growth

20%

2 year growth

78%
Simplify Jobs

Simplify's Take

What believers are saying

  • Column Tax's partnerships with major financial apps like Chime, Varo, and MoneyLion demonstrate strong market validation and growth potential.
  • The recent $21.7 million Series A funding round led by Bain Capital Ventures indicates robust investor confidence and financial stability.
  • The ability to integrate tax filing services into various financial apps can significantly enhance user engagement and retention for their clients.

What critics are saying

  • The competitive landscape in fintech and tax software is intense, requiring continuous innovation to maintain a competitive edge.
  • Reliance on partnerships with financial apps means that any disruption in these relationships could impact Column Tax's revenue streams.

What makes Column Tax unique

  • Column Tax is the first company authorized by the IRS to offer an API-first tax filing product, setting it apart from competitors.
  • Their API-first approach allows for rapid integration, enabling clients to offer tax filing services within a week, a significant advantage over traditional tax software.
  • Column Tax guarantees maximum refunds and accuracy, along with handling customer support, which adds substantial value to their clients' offerings.

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