Lead/Principal Product Manager, Tax Agents

Fieldguide
San Francisco
Workplace: RemoteFull timeUSD 200,000 - 275,000 annuallyFunction: Product ManagementSkills: ["Communication","Cross-functional collaboration","Customer centricity","Product strategy","Comfort with ambiguity"]

Build and scale enterprise AI agents for tax practitioners, partnering with engineers and strategic customers to design, ship, and continuously improve agentic experiences. Drive efficiency across the tax lifecycle—from data gathering and workpaper prep through compliance, provision, and review—while shaping a roadmap for zero-to-one and one-to-n features. Collaborate with cross-functional teams to gather feedback, communicate strategy, and drive adoption.

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FursaFursa
Fieldguide
Fieldguide
1 day ago

Lead/Principal Product Manager, Tax Agents

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Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live

Job Summary

Build and scale enterprise AI agents for tax practitioners, partnering with engineers and strategic customers to design, ship, and continuously improve agentic experiences. Drive efficiency across the tax lifecycle—from data gathering and workpaper prep through compliance, provision, and review—while shaping a roadmap for zero-to-one and one-to-n features. Collaborate with cross-functional teams to gather feedback, communicate strategy, and drive adoption.
Location: San Francisco
Workplace: Remote
Employment Type: Full time
Job Function: Product Management
Seniority: Sr. Manager level

Key Responsibilities

  • •Build enterprise-grade AI agents that increase efficiency, quality, and practitioner experience across the tax lifecycle.
  • •Apply an AI-native mindset to solve long-standing industry challenges while working interactively with tax practitioners.
  • •Define, ship, and scale zero-to-one and enhance/scale one-to-n features based on customer needs.
  • •Shape the product roadmap with engineering and product design to deliver impactful new features.
  • •Partner with cross-functional teams (customer success, sales, marketing) to gather feedback, communicate strategy, and drive adoption.

Pay and Benefits

Salary: USD 200,000 - 275,000 annually
Perks:401kPaid LeaveTherapy SessionsWellness Stipend

Key Requirements

  • •8+ years of product management experience with deep emphasis on AI/agents.
  • •3+ years of tax experience as a tax practitioner and/or building tax products for the CPA or corporate tax market.
  • •Exceptional written and verbal communication skills with a track record of cross-functional collaboration.
  • •Comfortable with ambiguity that comes with launching new products.
  • •Degree in a technical, accounting, or related field, or equivalent professional experience.
Experience:AI agentsTaxCPA firmsCorporate tax
Education:
Skills:CommunicationCross-functional collaborationCustomer centricityProduct strategyComfort with ambiguity
Tech Stack:AIAgents

Company Brief

Fieldguide
Provides an agentic AI platform that automates and manages end-to-end audit, advisory, and compliance engagements for CPA and consulting firms, improving efficiency, margins, and client outcomes.
Industry: Enterprise Software
Company Size: Medium (51 to 250 employees)
Revenue: USD 1M to 5M
Growth: Growth Stage Startup
Funding: Series B
Headquarters: San Francisco, United States
Founded: 2020
Glassdoor
Glassdoor: 4.6
WebsiteLinkedInGlassdoor