Senior Product Manager - Filings and Payments
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AI Summary
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
TaxWell is seeking a Product Manager, Payments & Filing, to own the strategy, roadmap, and execution for the most critical moments of the TaxAct customer journey. This role is responsible for driving customer adoption of product upgrades and ancillary offerings, optimizing conversion throughout the IRS submission experience, and improving payment success rates across the platform. Working cross-functionally with engineering, design, analytics, marketing, and operations, this leader will deliver seamless filing and payment experiences that maximize customer value, increase revenue, and ensure taxpayers successfully complete their returns with confidence.
Essential Duties and Responsibilities
Own the vision, strategy, roadmap, and business performance of TaxAct's payment and filing experiences, ensuring customers successfully complete their tax returns from checkout through IRS submission.
Define, prioritize, and deliver initiatives that drive adoption of product upgrades and ancillary offerings, increase filing conversion, improve payment authorization and completion rates, and grow revenue.
Establish and monitor key performance indicators (KPIs) for payment and filing experiences, leveraging data-driven insights to measure success, identify opportunities, and inform product investments.
Drive continuous improvements across the end-to-end filing and payment journey, reducing customer friction, increasing completion rates, and enhancing the overall customer experience
Lead product discovery efforts through customer research, behavioral analytics, market trends, and competitive analysis to identify opportunities for innovation and growth.
Partner with third-party vendors and strategic partners to evaluate, integrate, launch, and optimize payment solutions, ancillary products, and other customer-facing offerings.
Design, execute, and analyze experiments, including A/B tests and personalization strategies, to optimize customer engagement, conversion, and product adoption.
Collaborate closely with engineering, UX/UI, analytics, marketing, operations, legal, and compliance teams to define requirements and deliver high-quality, end-to-end product solutions.
Communicate product vision, priorities, roadmap progress, and business outcomes effectively to stakeholders at all levels, including senior leadership and executive teams.
Monitor and respond to trends in taxation, payments, financial services, and digital commerce, translating industry changes into customer and business value.
Education and Experience
5–7+ years of product management experience in software, fintech, tax, financial services, or other highly regulated industries, with a demonstrated track record of delivering measurable business and customer outcomes.
Strong analytical and problem-solving skills, with the ability to leverage data, customer insights, and market research to inform product strategy and prioritization.
Experience defining product strategy, building roadmaps, and leading cross-functional teams through the full product lifecycle.
Familiarity with AI-powered products, tools, and capabilities, with experience identifying opportunities to apply AI, automation, or predictive technologies to improve customer experiences, business outcomes, or operational efficiency.
Excellent written, verbal, and presentation communication skills, with the ability to influence stakeholders and drive alignment across all levels of the organization.
Demonstrated ability to collaborate effectively across engineering, design, analytics, marketing, operations, legal, and compliance teams.
Experience designing and evaluating experiments, including A/B testing, personalization, and conversion optimization initiatives.
Resourceful, adaptable, and execution-oriented, with the ability to thrive in a fast-paced, data-driven environment.
Strong attention to detail, sound judgment, and a commitment to delivering high-quality customer experiences.
Passion for innovation in tax, financial services, payments, and emerging technologies.
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 828-349-5887 to speak with a member of the HR Talent Acquisition team.
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