--- title: 'Senior Product Manager — US Tax at Caseware' canonical: 'https://feeny.ai/job/senior-product-manager-us-tax-caseware-atlanta-75bh93ecmy82' type: 'job' last_seen: '2026-10-17' --- # Senior Product Manager — US Tax at Caseware - **Company:** Caseware - **Location:** Atlanta, GA - **Employment:** full-time - **Work type:** remote - **Posted:** 2026-10-15 - **Last confirmed live:** 2026-10-17 - **Apply:** https://jobs.lever.co/caseware/9c815487-984d-49a9-9ca6-359e962440f5 ## Job description Caseware is one of Canada's original Fintech companies, having led the global audit and accounting software industry for over 30 years, with more than 500,000 users across 130 countries and available in 16 different languages. While you might not have heard of us (yet) over 36,000 accounting and audit professionals list Caseware as a skill on their LinkedIn profiles! As Senior Product Manager, US Tax, you own the product strategy, roadmap, and success of Caseware's US tax solutions: the compliance and provision work US firms carry out, how it connects to the accounting and assurance work already running in Caseware, and where Caseware integrates with the wider US tax technology stack. You'll be reporting into: Head of Solutions, US A US CPA in good standing is a hard requirement. This role will require some travel. What you will be doing: Strategy and roadmap - Own the product strategy for Caseware's US tax solutions and keep it aligned with the overall product and company vision. - Define what should be built for the US tax market, for whom, and the opportunity it addresses. - Own the roadmap: what goes on it, in what sequence, and what each item needs to ship successfully. - Define the requirements, scope, and success measures for each item before work starts. - Work through the delivery teams to get roadmap items built. - Lean forward on agentic AI in the product suite. Set the go-forward direction for where agents sit in customer workflows - Use AI tooling in how the team builds: specs, prototyping, testing and release - Identify delivery risk against the roadmap and raise it early. - Report roadmap status and product performance to senior leadership. Build, buy, and partner - Assess where Caseware builds tax capability and where it integrates with an existing provider. - Produce the product case behind each recommendation, including the opportunity and the investment required. - Own the product requirements for third-party tax integrations. Market and customers - Be the internal expert on US tax practice: federal and multi-state compliance, the forms, and firm workflow. - Interpret IRS and state guidance, and legislative change with a compliance impact, and get it onto the roadmap before it is effective. - Know the US tax software landscape and what firms already run. - Spend time with firms of every size and and shape roadmap based upon customer need and highest value impact - Represent the product with firm advisory groups and industry bodies. Quality and compliance - Treat compliance accuracy as a deliverable rather than an assumption. - Set the bar a tax solution must meet before it ships. Go-to-market and commercial - Work with go-to-market teams on positioning, launch, enablement, and the success of the solutions you own in market. - Provide the product view into pricing and packaging for those solutions. What you will bring: - A US CPA in good standing, with a strong interest in technology. - 7+ years in US tax practice, or combined US tax practice and product management experience. - Deep knowledge of US federal and multi-state compliance across pass-throughs, corporates, and individuals, and the ability to read and interpret future guidance. - Familiarity with the US tax software market. - Experience delivering through teams you do not manage. - Able to define requirements from which engineering and content teams can build. - Experience prioritizing and planning across competing demands, and surfacing risk early rather than late. - Able to set out priorities and the evidence behind them to a senior audience. - A lifelong learner, self-motivated to stay current with professional standards and changes in the tax profession. - Results orientated — willing to roll up their sleeves and take initiative. - A self-starter who works effectively without daily supervision and communicates clearly with colleagues across regions. What's in it for you: ▪️Innovation is at our core. We work with cutting-edge technology in accounting and financial reporting, constantly pushing the boundaries to create impactful software solutions. ▪️We are committed to a collaborative culture, where your ideas are valued, and knowledge sharing is encouraged within a supportive, inclusive team. ▪️Work-life balance is important to us. We offer flexible work options, remote opportunities, and generous time-off policies to ensure a healthy work-life balance. ▪️We offer competitive compensation, including a competitive salary and comprehensive benefits ▪️We are driven by impactful work. Your contributions directly affect how our clients manage financial processes and drive their success. ▪️Recognition and rewards matter to us. We celebrate hard work through recognition programs, performance bonuses, and opportunities for career growth. ▪️We embrace global opportunities. Work on international projects and collaborate with a diverse, global team. About Caseware: Caseware's cutting-edge software products are meticulously designed for accounting firms, corporations, and governments. Our teams are continually collaborating, innovating, and building upon our existing suite of products. With a customer-focused mindset, we are building technology that is shaping what the future of audits, financial reporting, and financial data analytics will look like. With a recent strategic investment from Hg Capital in 2020, Caseware is now in its next major growth phase as we double down on the people and products that have made Caseware so successful to date. One of Caseware's core values is Many Voices, One Team and with that in mind, we're dedicated to building teams as diverse as our customers in an equitable and inclusive way. We welcome and encourage candidates of all backgrounds to apply. Should you require accommodations or have any questions at any point during the application or interview process, please e-mail our People Operations team at talent@caseware.com. Background Check: Any candidates successful in obtaining an offer for a position will need to successfully complete a background check through Certn.co which typically includes an Identity Verification and Criminal Record Check. Executives and Senior Managers will undergo a Soft Credit Check as well. Candidates residing in the Netherlands and Germany are excluded from undergoing background checks via Certn.co Security and Fraud: Caseware takes the security of candidates seriously. All legitimate communication from us will come from email addresses ending in @caseware.com and our open positions are always listed on reputable job boards and on our website https://jobs.lever.co/caseware. We will NEVER ask for payment or financial information from you. If you receive an unsolicited job offer, proceed with extreme caution. ## About Caseware ## Company Overview - **One-liner**: Caseware provides a cloud-enabled, AI-powered platform purpose-built for audit and financial reporting, helping accounting firms and organizations deliver high-quality, defensible engagements. - **Entity Type**: Private (backed by a leading private equity technology investor; funding stage not publicly disclosed) - **Headquarters**: Toronto, Ontario, Canada - **Founded**: 1988 - **Founders**: Not publicly disclosed ## Core Business - **Primary industry/industries**: Audit & Accounting Software, Financial Reporting, Data Analytics - **Target customers**: Accounting firms (from small to large), corporations, and government regulators (B2B) - **Mission or purpose statement**: To deliver trusted outcomes through workflow-embedded intelligence, helping customers answer the key question: “Why?” ## Products & Services - **[Caseware Platform]**: An end-to-end cloud-enabled platform that serves as the system of record for modern engagements. It integrates AI agents and intelligence directly into workflows. - **[Caseware Verity]**: An AI-powered tool operating within engagements and across the full assurance workflow. It understands context, applies a firm’s methodology, and helps navigate complexity. - **[Caseware Agents]**: Purpose-built AI agents that perform real work across every phase of an engagement—from preparation to reporting—automating tasks, generating outputs, and accelerating delivery. - **[Data Analytics Solutions]**: Tools for digging deeper into financial data to transform insights into impact. ## Market Standing - **Valuation/Market Cap**: Not publicly disclosed - **Key Metric**: Annual Revenue of $55M (estimated); serves 23k+ organizations and 475k+ users across 130 countries. - **Notable Investors/Partners**: Backed by “one of the world’s leading private equity technology investors” (specific name not disclosed in source materials). - **Growth Signals**: Headcount of 460 employees (+6.8% YoY, +40 people); expanding quickly in multiple markets globally; LinkedIn followers growing at +21.8% yearly. ## Competitive Advantages - **Deep Domain Expertise**: 35+ years focused exclusively on assurance and financial reporting, giving them unmatched domain depth. - **Governed AI**: Every AI-assisted decision is reviewable, explainable, and defensible, with context preserved and authority explicit—critical for regulated industries. - **Measurable ROI**: Reports 107-167 hours of AI time savings per engagement, and 35-50% reduction in evidence collection time. - **Embedded Intelligence**: AI operates directly inside existing, trusted workflows rather than as a separate tool, reducing friction and adoption barriers. ## Strategic Focus - **AI-First Platform**: Continuing to embed frontier intelligence and purpose-built AI agents into every phase of the audit and accounting lifecycle. - **Global Expansion**: Scaling presence across multiple markets worldwide, backed by private equity resources. - **Talent Growth**: Actively hiring across technology, product, customer experience, sales, marketing, finance, and people operations to support growth. ## Why Work Here - **Work Flexibility**: Offers flexibility to work remotely, from one of their global offices, or a combination of both. - **Global Collaboration**: A truly global company with team members and partners across 130+ countries, offering a diverse and connected work environment. - **Learning & Development**: Invested in employee development at every career stage through training programs, conferences, educational opportunities, and meaningful projects. - **Comprehensive Benefits**: Provides healthcare and wellbeing benefits tailored to local standards, plus retirement savings and long-term financial planning benefits. - **Engineering Culture**: Technology teams design, build, secure, and scale the platforms customers depend on daily, working with cloud, ML, and AI technologies. - **Growth Trajectory**: Backed by a leading private equity investor and expanding quickly, offering opportunities for career advancement in a growing company. ## Sources 1. [caseware.com](https://www.caseware.com/) 2. [caseware.com/about](https://www.caseware.com/about) 3. [caseware.com/careers](https://www.caseware.com/careers) 4. [linkedin.com/company/caseware-international-inc](https://linkedin.com/company/caseware-international-inc) ## Other roles at Caseware - [AWS Backend Senior Software Developer III](https://feeny.ai/job/aws-backend-senior-software-developer-iii-caseware-medellin-k0ppdsc1pe5h) — Medellin, Colombia - [Senior Product Manager — North American Financial Reporting](https://feeny.ai/job/senior-product-manager-north-american-financial-reporting-caseware-toronto-xja0949mvkxd) — Toronto, Canada - [Legal Operations Manager](https://feeny.ai/job/legal-operations-manager-caseware-toronto-6xdkwfan1bey) — Toronto, Canada - [Desktop Software Developer](https://feeny.ai/job/desktop-software-developer-caseware-bucharest-vvcdc6qt4nsp) — Bucharest, Romania - [Manager, Growth Marketing](https://feeny.ai/job/manager-growth-marketing-caseware-apeldoorn-5pd672pejhk3) — Apeldoorn, Netherlands - [Director Growth Marketing, North America](https://feeny.ai/job/director-growth-marketing-north-america-caseware-toronto-0p5e0vs8tm7x) — Toronto, Canada - [Solution Author, Audit Solutions](https://feeny.ai/job/solution-author-audit-solutions-caseware-bucharest-vtwtvjp0db65) — Bucharest, Romania - [Technical Program Manager, AI Programs](https://feeny.ai/job/technical-program-manager-ai-programs-caseware-toronto-tpvy5yz902ad) — Toronto, Canada - [Product Analyst, Data Platform and Analytics](https://feeny.ai/job/product-analyst-data-platform-and-analytics-caseware-toronto-07951azbd6ey) — Toronto, Canada - [Technical Product Manager - Pioneer](https://feeny.ai/job/technical-product-manager-pioneer-caseware-toronto-rtg2ycx0yzc6) — Toronto, Canada