Senior Product Manager – Document Intelligence Platform

  • Note : 100% Remote Opportunity!!! Please submit candidates who are based in the Central or Eastern Time Zones only.

    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

    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

    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.

About job


  • Contract
  • 4 Months
  • 07/20/2026
  • Information Technology
  • Accounting
  • Mid-senior
  • Bachelor’s degree
  • Coppell, TX 75019
  • Remote only
  • Strong product experience with AI-driven document ingestion/extraction platforms (document classification, data extraction, ingestion into downstream systems).
  • 7 Years
  • No