Senior Product Manager – Document Intelligence Platform

About the role

Taxwell is hiring a Senior Product Manager to lead product strategy, innovation, and execution for Drake, our professional desktop and emerging cloud-based tax solutions used by thousands of tax firms. This role owns the product roadmap, annual tax season delivery, and long-term evolution of the professional tax portals and document import platform. You will focus on improving preparer productivity, ensuring compliance with federal and state tax law changes, and maintaining a high performance, reliable experience during peak season.

Responsibilities

• Product Strategy and Roadmap
  • Define and own the product vision and roadmap, including both 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
• Annual Tax Season Delivery
  • 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
• Customer Experience And Execution
  • 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
• Innovation & New Product Development
  • Identify and validate new product opportunities through customer discovery, data, and market trends
  • Lead initiatives from ideation → validation → MVP → launch → early scale
  • Rapidly test and iterate using experiments and customer feedback
  • Explore opportunities to apply AI, automation, and modern cloud capabilities

Requirements

• 6 or more years of product management experience in software
• Experience building or scaling cloud-based / SaaS products
• Experience in tax, accounting, fintech, or compliance driven products is a plus
• 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

Skills

• Extraction platforms (document classification, ingestion into downstream systems, data extraction)
• Strong product experience with AI-driven document ingestion