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Remote role · lead-pri

Lead/Principal Product Manager, Tax Agents

Fieldguide

Salary$200K - $275K
Before you apply

Role details

The practical picture
Employment
Full-time
Role signal brief

The role, at a glance

Extracted from the source posting · 92% confidence

This role focuses on building enterprise AI agents for tax automation at Fieldguide, a fintech startup serving CPA firms and corporate tax departments. The Lead/Principal PM will lead product strategy for tax-specific workflows from provision to compliance, requiring deep tax industry experience combined with modern AI/agent product management skills.

Remote scope
USA
Compensation
USD 200,000–275,000 / year

What you need

  • 8+ years of product management experience with deep emphasis on AI / agents
  • 3+ years of tax experience as a tax practitioner or building tax products for CPA/corporate tax markets
  • Degree in technical, accounting, or related field, or equivalent professional experience

What you will own

  • Build enterprise-grade AI agents that automate tax workflows across the full lifecycle from data gathering through compliance and review
  • Define and ship zero-to-one features in close partnership with tax practitioners at major CPA firms and corporate tax departments
  • Shape product roadmap in collaboration with engineering and design, shipping features with speed and impact
  • Partner with cross-functional teams (customer success, sales, marketing) on feedback, strategy communication, and adoption
Core skills
AI/agent product managementTax compliance and provisionEnterprise SaaSProduct strategyCustomer discovery

Remote policyThe posting notes 'We are open to either remote or in-person work arrangements' and lists 'Technology & Work from Home reimbursement' as a benefit, indicating the company supports distributed work.

Internal freshness window ends Oct 21, 2026
View source evidence
  • summary “As Lead PM for Tax Agents, you will play a central role in building the industry's leading agentic tax platform”
  • responsibilities “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”
  • responsibilities “Shape the product roadmap: work with engineering and product design to quickly define, ship, and deliver impact with new features”
  • must_have “8+ years of product management experience with deep emphasis on AI / agents”
  • must_have “3+ years of tax experience — as a tax practitioner and/or building tax products for the CPA or corporate tax market”
  • location “San Francisco, CA or Remote (USA)”
  • remote_scope “Remote (USA)”
  • applicant_location_requirements “Remote (USA)”
  • salary “$200K - $275K”
  • company_remote_policy “We are open to either remote or in-person work arrangements”
  • company_remote_policy “Technology & Work from Home reimbursement”
ai/agent product managementtax compliance and provisionenterprise saasproduct strategy
Role brief

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