Product Manager - Internal Product (Tax)
Core
Own the tax product lifecycle for a self-clearing broker-dealer, building systems and processes to ensure accurate, compliant, and on-time tax filings across all asset classes and account types.
Role type
Product Manager (Tax Operations)
Builds
Tax reporting systems, vendor integrations, and internal monitoring dashboards for IRS/state filings.
Domain
Financial Services / Brokerage Infrastructure / Tax Compliance
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
US brokerage tax reporting expertise, product roadmap management, vendor management, cross-functional leadership, technical fluency with data systems
Preferred skills
International tax reporting frameworks (FATCA, CRS), cost basis engine experience, AI/automation in tax operations
Technologies
IRS schemas, FIRE format, tax technology vendor platforms
Responsibilities
Drive the product roadmap for IRS reporting (1099-B, 1099-DIV, 1099-INT, 1099-MISC, 1042-S) and state-level requirements; Manage relationships with tax technology vendors and ensure SLA adherence; Build cross-functional calendars for tax season to ensure zero missed deadlines; Extend tax infrastructure to support new asset classes and account types; Partner with engineering to architect upstream data ingestion for tax operations; Design and launch internal monitoring tools for filing statuses and error rates
Seniority
Mid-to-Senior, hands-on IC
