Lead/Principal Product Manager, Tax Agents

Posted Yesterday
Be an Early Applicant
2 Locations
In-Office or Remote
200K-275K Annually
Senior level
Artificial Intelligence • Software
We Power the People that Power Trust through Agentic Solutions
The Role
Lead the development of an AI-powered tax platform for CPA firms and corporate tax departments. Build and scale intelligent agents across tax data gathering, workpaper preparation, compliance, provision, research, and review. Define product strategy and roadmap, launch zero-to-one features, improve existing products, collaborate with engineering and design, and partner with customers and go-to-market teams to drive adoption.
Summary Generated by Built In

About Us

Fieldguide is establishing a new state of trust for global commerce and capital markets through automating and streamlining the work of advisory, audit, and tax practitioners at the world's largest CPA firms. Put simply, we build software for the people who enable trust between businesses.

We’re headquartered in San Francisco, CA and backed by top investors including Growth Equity at Goldman Sachs Alternatives, Bessemer Venture Partners, 8VC, Floodgate, Y Combinator, DNX Ventures, Global Founders Capital, Justin Kan, Elad Gil, and more.

We value diversity — in backgrounds and in experiences. We need people from all backgrounds and walks of life to help build the future of audit and advisory. Fieldguide’s team is inclusive, driven, humble and supportive. We are deliberate and self-reflective about the kind of team and culture that we are building, seeking teammates that are not only strong in their own aptitudes but care deeply about supporting each other's growth.

As a growth stage startup employee, you’ll have the opportunity to build out the future of business trust. We make audit practitioners’ lives easier by eliminating up to 50% of their work and giving them better work-life balance. If you share our values and enthusiasm for building a great culture and product, you will find a home at Fieldguide.

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

Skills Required

  • 8+ years of product management experience with deep emphasis on AI or agents
  • 3+ years of tax experience as a tax practitioner or builder of tax products for CPA or corporate tax markets
  • Exceptional written and verbal communication skills
  • Track record of cross-functional collaboration
  • Comfort working with ambiguity when launching new products
  • Degree in a technical, accounting, or related field, or equivalent professional experience
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The Company
HQ: San Francisco, California
230 Employees
Year Founded: 2020

What We Do

Build the expertise the rest of the industry will follow. Fieldguide is establishing a new state of trust for global commerce and capital markets by automating and streamlining the work of assurance and audit practitioners. We build agentic software for the people who enable trust between businesses. This is where deep professional expertise meets cutting-edge AI. Our team is reimagining how the world's trust is earned, and we're building the people who define how AI works in a domain with real stakes and high data complexity. If you want a career the rest of your industry hasn't caught up to yet, you'll find it here. Backed by top investors including Growth Equity at Goldman Sachs Alternatives, Bessemer Venture Partners, 8VC, Floodgate, and Y Combinator, we are on a growth journey few companies realize.

Why Work With Us

You'll matter here. We're an early-stage company where your work has outsized impact. We've already launched Field Agents, agentic AI that transforms audit and advisory workflows, and we're just getting started. What you build here will be followed by the rest of the industry.

Fieldguide Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Not Specified
HQSan Francisco, California

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