Note: The job is a remote job and is open to candidates in USA. Dice is seeking a Senior Product Manager for their Document Intelligence Platform. This role involves leading the strategy, execution, and delivery of innovative document processing capabilities, ensuring solutions meet the needs of tax preparers and clients while guiding a cross-functional team towards achieving product vision and goals.
Responsibilities
- Champion a customer- and partner-first approach to building intuitive, intelligent, and compliant document processing and data ingestion solutions that power both consumer (B2C) and professional (B2B) tax experiences
- Establish and evangelize a clear product vision, strategy, and measurable outcomes for Taxwell’s Document Intelligence Platform
- Communicate product direction, priorities, and impact with clarity and influence across teams, executives, and stakeholders
- Lead ideation, experimentation, and delivery of next-generation document workflows, improving efficiency for tax preparers, accuracy for taxpayers, and scalability across products
- Own and continuously evolve the platform roadmap, balancing innovation with reliability, and ensuring alignment with business, technology, and compliance goals
- Leverage customer feedback, data analytics, and market insights to identify opportunities that reduce friction, increase automation, and elevate the quality of document-derived data
- Monitor and act on emerging trends in AI, OCR, and data exchange standards that shape the future of document intelligence in tax and financial ecosystems
- Collaborate closely with engineering, UX/UI, AI/ML, compliance, and product partners to deliver secure, seamless, and high-performing end-to-end solutions
- Partner with legal, data privacy, and regulatory teams to ensure adherence to all compliance standards and responsible AI practices
- Serve as a thought leader in intelligent document processing, helping define Taxwell’s strategy for how tax data is captured, understood, and leveraged across B2C and B2B experiences
Skills
- 7 Years of experience required
- Bachelor's degree
- 5–7 years of product management experience in software, fintech, tax, or financial services with proven success
- Strong problem-solving, organizational, and analytical skills with ability to evolve strategy based on research and data
- Excellent written and verbal communication skills with ability to influence at all levels of the organization
- Demonstrated ability to collaborate across technical, business, and compliance functions
- Experience with agile methodologies and design thinking practices
- Resourceful, high-energy, and adaptable with the ability to thrive in a fast-paced environment
- Strong attention to detail, accuracy, and execution
- Passion for innovation in tax, financial services, and document processing
- Strong product experience with AI-driven document ingestion/extraction platforms (document classification, data extraction, ingestion into downstream systems)
- AI fluency: Routinely uses LLM/ML tools in production or daily workflows; understands limitations, validation, and how to integrate AI agents into user flows
- Customer empathy for CPAs and taxpayers; able to translate AI outputs into reliable user experiences and verification flows
- Fast-paced delivery orientation; able to iterate weekly and produce tangible product increments rapidly
- Experience working with engineers and designers on product development (user stories, backlog grooming, sprint cadence)
- Familiarity with Cursor, ChatGPT, Claude, or similar AI tools; comfortable describing how AI is used in each phase of the product process
- Experience with Jira (or equivalent) and the ability to work with engineering APIs and data pipelines
Company Overview
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