Sr Product Manager - Document Intelligence Platfor

Job Description Summary

The Senior Product Manager will lead the strategy, execution, and delivery of innovative document processing capabilities for both B2B and B2C offerings at client. This role is accountable for the product lifecycle, from shaping product vision and roadmap through launch and optimization, ensuring solutions meet the needs of both tax preparers, their clients, and DIY taxpayers. The Senior Product Manager defines the product roadmap based on customer insights, business goals, and technology trends, while aligning to client's broader product strategy. They will inspire and guide a cross-functional team of engineers, designers, and business partners, always starting from deep customer empathy and leveraging data-driven decision making to deliver seamless, compliant, and high-value B2B tax and payment solutions.

Position Summary

Client is seeking a Senior Product Manager – Document Intelligence Platform to lead innovation and execution across our document ecosystem powering both our consumer (B2C) and professional (B2B) tax experiences. This platform is the backbone of how tax data flows into client, through document imports, OFX integrations, OCR, and emerging AI capabilities that transform complex financial documents into actionable insights.

The ideal candidate is passionate about simplifying data-heavy workflows, reducing manual input, and enabling seamless, secure data ingestion across channels. This leader will define the platform strategy, partner with AI, data, and experience teams to validate new capabilities, and deliver solutions that enhance accuracy, efficiency, and trust across every step of the tax.

Essential Duties and Responsibilities

• Champion a customer- and partner-first approach to building intuitive, intelligent, and compliant document processing and data ingestion solutions that power both consumer (B2C) and professional (B2B) tax experiences.
• Establish and evangelize a clear product vision, strategy, and measurable outcomes for client's Document Intelligence Platform
• Communicate product direction, priorities, and impact with clarity and influence across teams, executives, and stakeholders.
• Lead ideation, experimentation, and delivery of next-generation document workflows, improving efficiency for tax preparers, accuracy for taxpayers, and scalability across products.
• Own and continuously evolve the platform roadmap, balancing innovation with reliability, and ensuring alignment with business, technology, and compliance goals.
• Leverage customer feedback, data analytics, and market insights to identify opportunities that reduce friction, increase automation, and elevate the quality of document-derived data.
• Monitor and act on emerging trends in AI, OCR, and data exchange standards that shape the future of document intelligence in tax and financial ecosystems.
• Collaborate closely with engineering, UX/UI, AI/ML, compliance, and product partners to deliver secure, seamless, and high-performing end-to-end solutions.
• Partner with legal, data privacy, and regulatory teams to ensure adherence to all compliance standards and responsible AI practices.
• Serve as a thought leader in intelligent document processing, helping define client's strategy for how tax data is captured, understood, and leveraged across B2C and B2B experiences.

Education and Experience

• Bachelor's degree or equivalent work experience
• 5–7 years of product management experience in software, fintech, tax, or financial services with proven success.
• Strong problem-solving, organizational, and analytical skills with ability to evolve strategy based on research and data.
• Excellent written and verbal communication skills with ability to influence at all levels of the organization.
• Demonstrated ability to collaborate across technical, business, and compliance functions.
• Experience with agile methodologies and design thinking practices.
• Resourceful, high-energy, and adaptable with the ability to thrive in a fast-paced environment.
• Strong attention to detail, accuracy, and execution.
• Passion for innovation in tax, financial services, and document processing.