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About the role
Key responsibilities & impact- Own the product strategy for Caseware's US tax solutions and align it with the overall product and company vision
- Define what should be built for the US tax market, target users, and the opportunity addressed
- Own and sequence the product roadmap and define requirements, scope, and success measures
- Work through delivery teams to build roadmap items
- Set the direction for agentic AI within customer workflows
- Use AI tooling for specifications, prototyping, testing, and release
- Identify and escalate delivery risks
- Report roadmap status and product performance to senior leadership
- Assess build, buy, and partner opportunities for tax capabilities
- Produce product cases and investment recommendations
- Own product requirements for third-party tax integrations
- Act as the internal expert on US tax practice, federal and multi-state compliance, forms, and firm workflows
- Interpret IRS and state guidance and legislative changes and incorporate compliance impacts into the roadmap
- Monitor the US tax software landscape
- Engage with firms to shape the roadmap based on customer needs and value impact
- Represent the product with firm advisory groups and industry bodies
- Set compliance accuracy standards before release
- Partner with go-to-market teams on positioning, launch, enablement, and market success
- Provide product input into pricing and packaging
- Report to the Head of Solutions, US
Requirements
What you’ll need- A US CPA in good standing
- 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
- Ability to read and interpret future tax guidance
- Familiarity with the US tax software market
- Experience delivering through teams you do not manage
- Ability to define requirements for engineering and content teams
- Experience prioritizing and planning across competing demands
- Ability to surface risk early
- Ability to communicate priorities and supporting evidence to senior audiences
- Commitment to staying current with professional standards and changes in the tax profession
- Self-motivated and able to work effectively without daily supervision
- Clear communication with colleagues across regions
- Willingness to travel
Benefits
Comp & perks- Flexible work options
- Remote opportunities
- Generous time-off policies
- Competitive salary
- Comprehensive benefits
- Recognition programs
- Performance bonuses
- Opportunities for career growth
- International projects
- Collaboration with a diverse, global team
- Accommodations during the application or interview process where required