Product Manager, Tax Information Reporting

Duties And Responsibilities

• Monitor and interpret evolving US, foreign, and state tax legislation to communicate impact on current and future products.
• Define product vision and contribute to the Maxit tax reporting roadmap; support system development and remediation initiatives to ensure regulatory compliance and process improvement.
• Analyze complex regulatory and business issues to design and document product solutions, including BRDs, use cases, workflows, and gap analyses.
• Develop and maintain deep expertise in cost basis and informational reporting across forms 1099, 1042-S, 480.6, Security Master, Income Reclassification, UIT, and WHFIT.
• Work closely with development teams in an agile environment to drive high-quality, iterative delivery of features to production.
• Drive business testing and validation of use cases; support the QA process through to product release.
• Own the product side of annual tax season execution — coordinating across engineering, operations, and clients to ensure accurate, on-time IRS filings.
• Advise on US and non-US information reporting and withholding matters, including FATCA.
• Build and maintain positive client relationships; manage client-specific change requests and support Client Services on complex tax reporting issues.
• Assist in product feature definition for sales and marketing; work with the Project Office to track milestones and manage delivery expectations.

Skills And Experience

• Minimum 6 to 8 years of relevant experience; hands-on experience with cost basis and tax reporting analysis required.
• Bachelor’s degree or equivalent required; MS/MBA in taxation preferred.
• Prior experience at or supporting firms providing tax reporting infrastructure to broker-dealers, custodians, or wealth managers.
• Extensive knowledge of IRS information reporting requirements, including electronic filings, corrections, B-notices, and calculation of basis, gains, and losses across multiple jurisdictions.
• Detailed knowledge of tax withholding and reporting for securities including mutual funds, stocks, bonds, and corporate actions.
• FATCA knowledge/experience.
• Solid understanding of product lifecycle management and agile methodologies.
• Strong analytical, communication, and stakeholder management skills; ability to work independently and structure complex problems clearly.
• Proficient with Microsoft Office Suite (Excel, Word, Visio, PowerPoint), Jira, Confluence.

Compensation

We offer a competitive compensation package commensurate with experience and market location including full benefits offering and PTO. Minimum salary of $125,000 plus bonus opportunities and other incentives.