Full-Time

Senior Product Manager

Taxwell

Taxwell

51-200 employees

Digital tax filing software for professionals

No salary listed

Remote in USA

Remote

Category
Product (1)
Required Skills
Product Management
Data Analysis

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Requirements
  • Six or more years of product management experience in software.
  • Experience building or scaling cloud-based or Software as a Service products.
  • Proven ability to manage complex release cycles under tight deadlines.
  • Strong analytical and problem-solving skills.
  • Strong ability to balance innovation with operational excellence.
  • Excellent communication and cross-functional leadership skills.
  • High attention to detail and execution.
  • Demonstrated ability to prioritize effectively using structured frameworks, balancing customer value, business impact, effort, and regulatory constraints.
Responsibilities
  • Define and own the product vision and roadmap, including platform evolution and new product innovation.
  • Balance innovation with platform stability and reliability in a mission-critical environment.
  • Identify opportunities to improve core workflows, customer value, and new product offerings.
  • Evaluate opportunities using customer insights, data, and market analysis.
  • Lead planning and execution of annual tax law updates.
  • Partner with compliance and tax content teams to implement federal and state changes accurately and on time.
  • Prioritize features and enhancements within fixed regulatory deadlines.
  • Ensure product readiness and performance during peak tax season.
  • Improve preparer workflows including return preparation, review, and electronic filing.
  • Use customer insights and data to drive measurable improvements.
  • Partner with engineering on performance, architecture, and technical priorities.
  • Collaborate with support, sales, and go-to-market teams.
  • Communicate priorities and trade-offs clearly to stakeholders and leadership.
  • Identify and validate new product opportunities through customer discovery, data, and market trends.
  • Lead initiatives from ideation through validation, minimum viable product, launch, and early scale.
  • Rapidly test and iterate using experiments and customer feedback.
  • Explore opportunities to apply artificial intelligence, automation, and modern cloud capabilities.
Desired Qualifications
  • Experience in tax, accounting, fintech, or compliance-driven products is a plus.

Taxwell combines Drake Software and TaxAct to offer digital tax filing for both tax professionals and DIY filers. It provides downloadable and cloud-based software to prepare federal and state tax returns (forms such as 1040, 1065, 1120, 1120S, 1041, 990, 706) and supports e-filing, multi-state filing, practice management, and customizable client billing for professionals. For DIY users, TaxAct guides the filing process to maximize credits and refunds with straightforward software. Integrated services include Drake Pay for payments and audit defense via Protection Plus. The company serves over 90,000 tax professionals and more than 3 million DIY filers, with Drake Software serving about 70,000 firms that file over 36 million returns annually. Taxwell is owned by private equity firm Cinven and aims to deepen its position in the US tax software market by offering both professional-grade tools and consumer-friendly filing options under two established brands.

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

Franklin, North Carolina

Founded

N/A

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Simplify Jobs

Simplify's Take

What believers are saying

  • TaxAct launched Xpert Full Service and Spanish support for 2026 filing season.
  • Drake launched Tax Online, workflow automation, and SmartExtract beta in 2025-2026.
  • TaxAct's Claude Connector and SmartFile AI signal aggressive AI-led product expansion.

What critics are saying

  • TaxAct faces a privacy settlement over 2018-2022 data-sharing claims, damaging trust.
  • H&R Block and Intuit dominate tax software, squeezing pricing and distribution power.
  • If AI launches fail to lift retention, Cinven faces a slow-value private-equity exit.

What makes Taxwell unique

  • Drake serves 70,000 firms; TaxAct targets 3 million DIY filers with distinct brands.
  • Taxwell bundles desktop, cloud, and portals across professional and consumer tax workflows.
  • AI features like SmartFile AI and SmartExtract deepen workflow integration under one owner.

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Benefits

Remote Work Options