CPA Tax Solutions Product Owner

Job Summary

A company is looking for a Product Owner, Tax Solutions.

Key Responsibilities

• Shape the roadmap by identifying key tax planning pain points and opportunities for advisors
• Translate complex tax strategies into intuitive workflows and calculators for advisors
• Collaborate with designers and engineers to ensure accurate, scalable, and user-friendly solutions

Required Qualifications

• Strong background in tax planning, ideally as a CPA, EA, or JD with significant tax experience
• Deep expertise in income tax optimization, entity planning, charitable strategies, or wealth transfer techniques
• Experience in an advanced planning team at a wealth management firm or tax-focused software company
• Passion for simplifying complex concepts into user-friendly tools
• Collaborative mindset with excitement about building innovative products