Senior Product Manager
TaxWellThis Senior Product Manager role focuses on fintech and tax software, managing both the evolution of existing professional desktop/cloud platforms and the 0-to-1 development of new cloud-based features.
What you’d own
- Product roadmap for professional desktop and cloud-based tax solutions
- Annual tax season delivery and federal/state law updates
- Document import platform and preparer workflow improvements
- New product capabilities from ideation through MVP and launch
Who it’s for
A fit if you…
- ✓You have 6+ years of experience in software product management
- ✓You have experience with SaaS, fintech, or compliance-driven products
- ✓You excel at managing complex release cycles under strict regulatory deadlines
- ✓You can balance high-stakes operational stability with new feature innovation
Not for you if…
- ✗You prefer a low-pressure environment without fixed regulatory deadlines
- ✗You prefer pure greenfield innovation over maintaining and evolving legacy systems
- ✗You prefer a role without heavy cross-functional coordination across sales, support, and compliance
Reading between the lines
- The mention of 'mission critical' and 'peak season' suggests high-pressure periods where reliability is prioritized over rapid experimentation.
- The requirement to balance 'innovation with stability' implies a need to manage technical debt while building new features.
- The 0-to-1 innovation focus combined with existing platform ownership suggests a hybrid role of both 'builder' and 'optimizer'.
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Full job description
Taxwell helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed. Our tax preparation software offers easy guidance and ensures your maximum tax refund. We strive to build a team of like-minded experts in both tax and technology who align with our brand purpose, are advocates for our customers and have a fresh, non-traditional approach to the tax industry. Taxwell is hiring a Senior Product Manager to lead product strategy, 0→1 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. We are looking for a strong product leader who understands complex software, values operational excellence, and can balance innovation with stability in a mission critical environment.
In addition, this role will identify and build new product capabilities from ideation through launch , helping shape the future of our cloud-based tax ecosystem. What You Will Do 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 What We Are Looking For 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 If you are passionate about building innovative, high impact software for professional users and want to shape the future of Drake Software, we would love to hear from you.
At Taxwell, we believe our work benefits from the diverse perspectives of our employees. As such, Taxwell welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Taxwell, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions. Taxwell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under applicable law.
Taxwell considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law. If you need assistance or accommodation due to a disability, you may contact us at HR@Taxwell.com or by calling 828-349-5887 to speak with a member of the HR Talent Acquisition team.
About TaxWell
See all roles →Taxwell is the parent company of TaxAct and Drake Software, two tax preparation businesses serving different audiences. TaxAct handles do-it-yourself filers, while Drake sells software to tax professionals. The company says it reaches over 3 million DIY filers, more than 100,000 tax professionals, and 24 million filings a year. Both brands are owned by the private equity firm Cinven, which combined them under the Taxwell name in 2023. It is now positioning itself around using AI to reshape tax experiences, which gives PMs room to rethink a seasonal, compliance-heavy product.
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