TAXWELL

Compensation

Full 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. Job Description Summary The Senior Product Manager will lead the strategy, execution, and delivery of innovative B2B tax and payments experiences at Taxwell. This role is accountable for the product lifecycle, from shaping product vision and roadmap through launch and optimization, ensuring solutions meet the needs of both tax preparers and their clients (taxpayers). The Senior Product Manager defines the product roadmap based on customer insights, business goals, and technology trends, while aligning to Taxwell’s broader product strategy. They will inspire and guide a cross-functional team of engineers, designers, and business partners, always starting from deep customer empathy and leveraging data-driven decision making to deliver seamless, compliant, and high-value B2B tax and payment solutions. Position Summary Taxwell is seeking a Senior Product Manager – B2B Tax Experience & Payments to drive innovation and execution in our business-focused tax products and integrated payment solutions. The ideal candidate is passionate about simplifying complex tax and financial workflows for both tax professionals and the taxpayers they serve. This leader will define strategy, test and validate new ideas, and deliver solutions that improve efficiency, compliance, and customer satisfaction across the full tax lifecycle—preparer workflows, taxpayer experiences, and payment journeys. Essential Duties and Responsibilities Champion a customer-first approach to building intuitive, compliant, and innovative B2B tax and payment solutions that serve both preparers and taxpayers. Establish and evangelize a clear product vision, strategy, and measurable objectives aligned to Taxwell’s B2B product portfolio. Communicate product vision, priorities, and outcomes with clarity and impact to teams, executives, and stakeholders. Lead ideation, experimentation, and delivery of experiences across the tax lifecycle, including preparer efficiency, taxpayer engagement, and payment workflows. Own the product roadmap, prioritize initiatives, balance trade-offs, and ensure alignment with business and technology goals. Leverage customer insights, data analytics, and competitive analysis to uncover opportunities and optimize product performance. Identify and act on trends in taxation, payments, and financial services that impact B2B customers. Collaborate with UX/UI, engineering, compliance, marketing, and other stakeholders to deliver end-to-end solutions. Partner with legal, regulatory, and compliance teams to ensure solutions adhere to all requirements. Serve as a thought leader in B2B tax and payments, shaping the future direction of the product portfolio. Education and Experience Bachelor’s degree or equivalent work experience required. 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 payments. 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 828-349-5703 extension 6049 to speak with a member of the HR Talent Acquisition team. Taxwell is the leading digital tax filing platform formed from the combination of Drake Software® and TaxAct®. These two longstanding organizations offer customers do-it-yourself digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. Taxwell brands are the trusted solution to make taxes easy for the most complex users. TaxAct offers income tax preparation software directly to consumers and tax professionals. The process of filing taxes is highly personal and can be extremely complex. At TaxAct we aim to help every customer accurately file their taxes while simultaneously identifying opportunities to improve their financial situation. Since 2000, TaxAct has helped file over 90 million returns through TaxAct consumer and professional software. We believe that everyone should be empowered to do their own taxes, have the proper resources to claim the money they deserve and receive support to make informative financial decisions. Drake Software has a long history providing top-tier professional tax preparation software. Since 1977, Drake has provided services to over 70,000 tax professionals nationwide that have filed over 40 million tax returns each year. Drake Software’s comprehensive products provide the tools and support tax professionals need to build their businesses. Drake products are designed to assist our customers efficiently prepare and e-file individual and business returns, so they can focus on serving their clients. https://bit.ly/taxwellapplicantprivacynotice