Lead/Principal Product Manager, Tax Agents

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