PEAK6 ยท 1 month ago
Product Manager II (Cost Basis & Tax)
Austin, TX
Full-time
Hybrid
Mid Level
$112K/yr - $140K/yr
3+ years expApex Fintech Solutions powers innovation in digital wealth management and is seeking a Product Manager II to drive the development of enterprise SaaS tax products. This role involves strategic product thinking and execution, translating complex tax workflows into product solutions while collaborating with various teams to ensure successful delivery.
Financial ServicesInformation TechnologyTrading PlatformVenture Capital
Responsibilities
Partner with the product management team members to define and execute tax product roadmap aligned with business objectives, market needs, regulatory/compliance requirements, and user needs
Partner with Product Marketing on research, market analysis, and roadmap & marketing communications
Drive data-informed prioritization decisions using ROI analysis and customer insights
Develop and track measurable objectives with clear scorecards to measure product success
Write clear user stories, epics, and acceptance criteria that cross-functional teams can effectively execute to deliver high-quality solutions
Collaborate with UX/UI designers to create intuitive workflows for operations teams and client-facing interfaces
Collaborate with engineering teams to define technical architecture requirements for scalable tax solutions
Work cross-functionally with engineering, operations, marketing, sales, finance, and compliance to ensure alignment and seamless delivery
Lead client, prospect, and internal user meetings to demonstrate product capabilities and gather strategic feedback
Represent Apex in industry discussions and conferences, building credibility in the tax technology space
Translate client requirements into actionable SaaS product features
Maintain organized Jira backlogs and comprehensive Confluence documentation
Ensure timely, high-quality delivery across all initiatives using Agile methodologies
Present progress and strategy to leadership with confidence and clarity
Leverage AI tools to enhance productivity and decision-making in product development workflows
Qualification
Required
Bachelor's degree in a technical field (or equivalent work experience) required
3+ years of product management experience, preferably in fintech, tax technology, or wealth management
Strong understanding of tax information reporting and wealth platforms
Proven track record of translating complex technical requirements into successful product deliverables
Experience in building and managing high-performing products within agile development frameworks
Experience with Agile frameworks, Jira, and Confluence
Strong analytical thinking with ability to use data for prioritization and outcome measurement
Understanding of UX principles, web development, and API standards
AI-motivated and experienced
Excellent communication and interpersonal skills, with the ability to inspire and lead teams in an agile environment
Ability to influence cross-functional teams and drive alignment while making risk-aware decisions with incomplete information
Experience presenting to both technical and non-technical stakeholders
Proactive problem-solver with strong attention to detail
Comfortable with ambiguity and skilled at leading teams through complex challenges
Passionate about delivering incremental value and following best practices
Benefits
Healthcare benefits (medical, dental and vision, EAP)
Competitive PTO
401k match
Parental leave
HSA contribution match
Paid subscription to the Calm app
Generous external learning and tuition reimbursement benefits
Hybrid work schedule
Company
PEAK6
We're In The Business Of What Ought To Be The business of doing, creating, and building the world the way we see fit.
1001-5000 employees
H1B Sponsorship
PEAK6 has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (2)
Funding
Current Stage
Late StageLeadership Team
J
Judi Hart
Chief Executive Officer at We Insure
Recent News
2025-01-16
2025-01-15
Austin Business Journal
2024-02-01
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