---
title: 'Lead/Principal Product Manager, Tax Agents at Fieldguide'
canonical: 'https://feeny.ai/job/lead-principal-product-manager-tax-agents-fieldguide-san-francisco-ca-or-5p6wbd4z75fb'
type: 'job'
last_seen: '2026-09-14'
---

# Lead/Principal Product Manager, Tax Agents at Fieldguide

- **Company:** Fieldguide
- **Location:** San Francisco CA OR, United States
- **Compensation:** $200k–$275k
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-08-25
- **Last confirmed live:** 2026-09-14
- **Apply:** https://jobs.ashbyhq.com/fieldguide/5a7e0342-6df8-4455-968a-c07280360921

## Job description

## 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

## About Fieldguide

## Company Overview
- **One-liner**: Fieldguide is an AI-native platform that automates audit and advisory engagements for professional services firms, replacing manual workflows with agentic AI and collaborative tools.
- **Entity Type**: Private (Series C, $125.3M total funding)
- **Headquarters**: San Francisco, California, United States
- **Founded**: 2020
- **Founders**: Jin Chang (CEO/Co-Founder) and Chris Szymansky (CTO/Co-Founder)

## Core Business
- **Primary Industry**: Vertical AI for Audit & Advisory (Regulatory Compliance, Risk Advisory, Financial Audit, SOC Readiness, IT Audit, Cybersecurity & Privacy, ESG)
- **Target Customers**: B2B — Audit and advisory practices (CPA firms, risk advisory firms, internal audit teams) ranging from top 100 firms to regional practices. Clients include KPMG, RSM US LLP, Baker Tilly, BDO, Grant Thornton, Forvis Mazars, CLA, CohnReznick, and many others.
- **Mission/Purpose**: "Increase trust in commerce and capital markets" by amplifying the assurance and advisory engagement experience through automation and AI.

## Products & Services
- **Fieldguide AI Platform**: The core end-to-end engagement management platform where practitioners and AI agents work together. Covers planning, testing, evidence review, reporting, and client collaboration.
- **Field Agents (Agentic AI)**: Purpose-built AI agents that automate end-to-end test procedures — validating evidence, summarizing results, and flagging exceptions. Includes Testing Agents, Substantive Testing Agents, Request Agents, and Agentic Chat.
- **AI Actions**: Handles recurring tasks across entire workpapers (drafting walkthroughs, suggesting test plans).
- **Client Hub**: Automated modern request management with a client-facing portal.
- **Reporting Automation**: One-click collaborative report generation.
- **Document Management**: Enterprise-grade workpaper management.
- **End-to-End Engagement Management**: Centralized platform for planning, execution, and delivery across every practice area and methodology.

## Market Standing
- **Valuation**: Not disclosed (last round: Series C, $75M, announced February 2026)
- **Total Funding**: $125.3M (8 rounds)
- **Key Metric**: Annual Revenue of $7.5M (156 employees)
- **Notable Investors**: Growth Equity at Goldman Sachs Alternatives (lead, Series C), Bessemer Venture Partners, 8VC, Thomson Reuters, Y Combinator, Floodgate, Elad Gil, Justin Kan, Qasar Younis, Eric Ries. Corporate investment from KPMG (2025).
- **Growth Signals**: 64.5% YoY headcount growth (+78 people); 50% of the top 100 firms trust Fieldguide; 32% reduction in engagement hours for customers; 70% reduction in manual testing time; 95% reduction in manual testing time for certain workflows; error rate of less than 1% versus manual processes; 5-time winner of CPA Practice Advisor Technology Innovation Award.

## Competitive Advantages
- **Vertical AI Moat**: Purpose-built for regulated audit and advisory environments, not a generic AI tool. Field Agents are trained on industry standards (SOX, HIPAA, FFIEC, HITRUST, PCI DSS) and firm methodologies.
- **Founder-Market Fit**: Both co-founders have deep industry experience — Jin Chang spent 5 years at EY in audit & advisory; Chris Szymansky has a technical background and founded a crypto tax automation company.
- **Network Effects**: As more firms use the platform, the AI agents improve across methodologies and regulatory frameworks, creating a data moat.
- **Top-Tier Customer Base**: Already adopted by 50% of the top 100 firms, including Big Four (KPMG) and national leaders (RSM, Baker Tilly, BDO, Grant Thornton), providing credibility and a strong reference base.
- **Capital & Strategic Backing**: Backed by Goldman Sachs Alternatives, Bessemer, 8VC, and a strategic investment from KPMG — signaling both financial strength and industry validation.

## Strategic Focus
- **Agentic AI First**: Doubling down on autonomous AI agents that execute testing, documentation, and evidence review, allowing practitioners to focus on judgment and client impact.
- **Platform Expansion**: Moving beyond audit into risk advisory, SOC, ESG, cybersecurity, and other assurance practices — becoming the single platform for all trust services.
- **Geographic Growth**: Expanding presence with offices/hubs in San Francisco (HQ), Denver, New York, Seoul, Los Angeles, Austin, Detroit, Pittsburgh, Toronto, London, Seattle, and Singapore.
- **Talent Acquisition**: Aggressively hiring (+105.6% YoY job posting growth) across engineering, customer success, sales, and marketing to scale the platform.

## Why Work Here
- **Mission-Driven**: Work that directly increases trust in commerce and capital markets — a meaningful, high-impact problem.
- **Remote-Friendly Culture**: Described as a "remote-friendly, global company" with hubs across the US, Canada, UK, Ireland, South Korea, and Singapore. Not fully remote but flexible.
- **Strong Engineering Culture**: Cross-functional teams with autonomy and focus on core metrics. Engineers work on cutting-edge agentic AI problems in a high-regulation environment.
- **Learning Opportunity**: Daily exposure to industry experts (former auditors on staff) who share knowledge — no prior audit experience needed.
- **Perks & Benefits**: Competitive compensation, stock options, flexible PTO, wellness benefits, technology reimbursement, company offsites.
- **Culture Values**: "Loveable" (create mutual value, earn trust), "Fearless" (inspire, break down walls), "Fast" (launch fast, iterate to perfection), "Inclusive" (scale best ideas with inclusive teams), "Owners" (execute with ownership), "Deliver happiness & 11 star experiences."
- **Talent Density**: Team includes alumni from Meta, Amazon, Brex, Carta, EY, Thomson Reuters, FloQast, LaunchDarkly — high-caliber peers.

## Sources
1. [fieldguide.io](https://www.fieldguide.io/)
2. [fieldguide.io/about](https://www.fieldguide.io/about)
3. [fieldguide.io/careers](https://www.fieldguide.io/careers)
4. [linkedin.com/company/fieldguide-inc](https://www.linkedin.com/company/fieldguide-inc)
5. [ycombinator.com/companies/fieldguide](https://www.ycombinator.com/companies/fieldguide)

## Other roles at Fieldguide

- [Manager, Product Support](https://feeny.ai/job/manager-product-support-fieldguide-united-states-n2h6w6g0479q) — United States
- [eLearning Designer](https://feeny.ai/job/elearning-designer-fieldguide-united-states-j8x83xqffhx7) — United States
- [Senior Manager, Product Strategy & Operations](https://feeny.ai/job/senior-manager-product-strategy-operations-fieldguide-san-francisco-ca-or-1xath58awwmh) — San Francisco CA OR, United States
- [FP&A Manager](https://feeny.ai/job/fp-a-manager-fieldguide-san-francisco-ca-or-dy0xv3s8h6cr) — San Francisco CA OR, United States
- [Senior Motion Designer](https://feeny.ai/job/senior-motion-designer-fieldguide-united-states-4dwxey0cdfhg) — United States
- [Senior Product Designer](https://feeny.ai/job/senior-product-designer-fieldguide-united-states-pp6ekyzxr6ra) — United States
- [Implementation Consultant, EMEA](https://feeny.ai/job/implementation-consultant-emea-fieldguide-united-kingdom-6bhy5wm528fb) — United Kingdom
- [Senior Performance Marketing Manager](https://feeny.ai/job/senior-performance-marketing-manager-fieldguide-san-francisco-ca-or-f23vafhmfwv6) — San Francisco CA OR, United States
- [Enterprise Account Executive, Public Sector](https://feeny.ai/job/enterprise-account-executive-public-sector-fieldguide-united-states-hw4fgy9rc4tx) — United States
- [Enterprise Account Executive, Corporate](https://feeny.ai/job/enterprise-account-executive-corporate-fieldguide-san-francisco-ca-or-75xfg6rwvq2z) — San Francisco CA OR, United States