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Lead/Principal Product Manager, Tax Agents

Fieldguide

This Principal Product Manager role involves building an agentic tax platform for the world's largest CPA firms. You will lead the development of AI-driven tools to automate complex audit and tax workflows.

What you’d own

  • Enterprise-grade AI agents for the tax lifecycle
  • Zero-to-one features and one-to-n scaling
  • Product roadmap and cross-functional strategy execution

Who it’s for

A fit if you…

  • ✓You have 8+ years of PM experience with a focus on AI/agents
  • ✓You have 3+ years of tax practitioner or tax product experience
  • ✓You are comfortable navigating the ambiguity of launching new products

Not for you if…

  • ✗You prefer a stable, well-defined roadmap over zero-to-one product building
  • ✗You lack deep domain expertise in the CPA or corporate tax markets
  • ✗You prefer working in a non-technical or non-accounting adjacent field

Reading between the lines

  • The requirement for 'AI-native' thinking and 'agentic' platforms implies you will be expected to work closely with ML engineers on model behavior, not just UI/UX.
  • The emphasis on 'strategic customers' at the world's largest firms suggests a high-stakes enterprise sales environment where requirements are complex and high-visibility.

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Benefits

EquityBonusPTO401kWellnessHome Office Stipend
Full job description

Compensation: $200K – $275K • Offers Equity • Offers Bonus

About Us

Fieldguide is establishing a new state of trust for global commerce and capital markets through automating and streamlining the work of advisory, audit, and tax practitioners at the world's largest CPA firms. Put simply, we build software for the people who enable trust between businesses.

We’re headquartered in San Francisco, CA and backed by top investors including Growth Equity at Goldman Sachs Alternatives, Bessemer Venture Partners, 8VC, Floodgate, Y Combinator, DNX Ventures, Global Founders Capital, Justin Kan, Elad Gil, and more.

We value diversity — in backgrounds and in experiences. We need people from all backgrounds and walks of life to help build the future of audit and advisory. Fieldguide’s team is inclusive, driven, humble and supportive. We are deliberate and self-reflective about the kind of team and culture that we are building, seeking teammates that are not only strong in their own aptitudes but care deeply about supporting each other's growth.

As a growth stage startup employee, you’ll have the opportunity to build out the future of business trust. We make audit practitioners’ lives easier by eliminating up to 50% of their work and giving them better work-life balance. If you share our values and enthusiasm for building a great culture and product, you will find a home at Fieldguide.

About the Role

As Lead PM for Tax Agents, you will play a central role in building the industry's leading agentic tax platform. You'll work hand-in-hand with our engineers and our most strategic customers to design, ship, and continuously improve intelligent agents that transform how top CPA firms and corporate tax departments operate — from provision and compliance to research and review.

What You'll Do

  • Build enterprise-grade AI agents that increase efficiency, quality, and practitioner experience across each stage of the tax lifecycle, from data gathering and workpaper prep to compliance, provision, and review.
  • Bring a fresh, AI-native mindset to solving long-standing industry challenges, while building interactively with tax practitioners at the world's largest firms and corporate tax departments.
  • Be extremely customer centric. Understand customer needs, then define and ship zero-to-one features, and enhance and scale one-to-n features.
  • Shape the product roadmap: work with engineering and product design to quickly define, ship, and deliver impact with new features.
  • Partner with cross-functional teams including customer success, sales, and marketing to gather feedback, communicate product strategy, and drive adoption of new features.
  • We are open to either remote or in-person work arrangements.

Who You Are

  • 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 which comes with launching new products.
  • Degree in a technical, accounting, or related field, or equivalent professional experience.

More about Fieldguide

Fieldguide is a values-based company. Our values are:

  • Fearless - Inspire & break down seemingly impossible walls.
  • Fast - Launch fast with excellence, iterate to perfection.
  • Lovable - Deliver happiness & 11 star experiences.
  • Owners - Execute & run the business with ownership.
  • Win-win - Create mutual value & earn trust for life.
  • Inclusive - Scale the best ideas with inclusive teams.

Some of our benefits include

  • Competitive compensation packages with meaningful ownership
  • Flexible PTO
  • 401k
  • Wellness benefits, including a bundle of free therapy sessions
  • Technology & Work from Home reimbursement
  • Flexible work schedules

About Fieldguide

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Fieldguide is an AI-native platform for audit and advisory firms that deploys autonomous agents to handle planning, testing, review, and financial statement preparation. More than half of the top 100 accounting firms use the platform, including 8 of the top 10. The company is a Y Combinator alum backed by Goldman Sachs, Bessemer Venture Partners, 8VC, and Thomson Reuters, with $125 million in total funding at a $700 million valuation. Fieldguide operates as a distributed-first team headquartered in San Francisco, with most roles available fully remote across the US.

AI & Machine LearningFinancial Services & FintechEquity for allWellness stipendCompany retreats

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