Drake Software · 17 hours ago
Senior Product Manager
United States
Full-time
Remote
Senior Level
5+ years expDrake Software is focused on providing tax preparation solutions that maximize refunds for their customers. The Senior Product Manager will lead the strategy and execution of B2B tax and payment solutions, ensuring they meet the needs of tax preparers and clients while driving innovation and efficiency.
AccountingSoftware
Responsibilities
Champion a customer-first approach to building intuitive, compliant, and innovative B2B tax and payment solutions that serve both preparers and taxpayers
Establish and evangelize a clear product vision, strategy, and measurable objectives aligned to Taxwell’s B2B product portfolio
Communicate product vision, priorities, and outcomes with clarity and impact to teams, executives, and stakeholders
Lead ideation, experimentation, and delivery of experiences across the tax lifecycle, including preparer efficiency, taxpayer engagement, and payment workflows
Own the product roadmap, prioritize initiatives, balance trade-offs, and ensure alignment with business and technology goals
Leverage customer insights, data analytics, and competitive analysis to uncover opportunities and optimize product performance
Identify and act on trends in taxation, payments, and financial services that impact B2B customers
Collaborate with UX/UI, engineering, compliance, marketing, and other stakeholders to deliver end-to-end solutions
Partner with legal, regulatory, and compliance teams to ensure solutions adhere to all requirements
Serve as a thought leader in B2B tax and payments, shaping the future direction of the product portfolio
Qualification
Required
Bachelor's degree or equivalent work experience required
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 payments
Benefits
Equal opportunity employment
Supportive, open, and inclusive atmosphere
Environment of mutual respect
Company
Drake Software
Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. It is a sub-organization of Cinven.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Jennifer Dills, CPA
Chief Financial Officer
Willa Kalaidjian
Chief Legal Officer and General Counsel
Recent News
2025-09-17
2025-03-31
Company data provided by crunchbase