Staff Product Manager - Core Forms & Filings

Opportunity for Impact

Taxbit's Information Reporting platform powers tax compliance for the world's largest crypto exchanges, payments companies, and financial institutions. As our portfolio of supported form types and filing regimes grows, we need a Staff Product Manager to own the expanding universe of core forms, filings, and the data model extensions that support them.

Each tax season, Taxbit generates and files millions of forms for the world's largest crypto exchanges, fintechs, and financial platforms. As enterprise clients demand broader form coverage and new regulatory regimes come into focus, this role is being created to give Taxbit's core forms portfolio the dedicated product leadership it deserves.

You will own the product lifecycle for Taxbit's established and emerging tax information reporting regimes, including 1099-series forms, 1042-S, 1098, and W-2G, as well as the filing infrastructure that delivers them. You will also own the data model changes that these regimes require: defining how new fields, templates, and validation rules enter our platform so that downstream eligibility, form generation, and filing all work correctly. Partnering with our Engineering teams, Tax Subject Matter Experts (SMEs), and peer Product Managers, you will ensure that each new form type and filing obligation is translated into a scalable, correct, and self-serve product experience for our enterprise customers.

Role & Responsibilities

• Own Core Forms & Filing End-to-End: Drive the product roadmap for Taxbit's core forms and filing portfolio, spanning established and emerging reporting regimes (excluding CARF/CRS). This starts before building: you will assess which form types and filing capabilities warrant investment by evaluating customer demand, market opportunity, and regulatory urgency, then make clear recommendations on what to build and when. When the case is strong, you will scope requirements, including data model changes, write detailed PRDs, and work with Engineering to deliver (e.g., 1099-C, 1098, W-2G, IRIS) with quality and on time.
• Translate Regulatory Requirements into Product Behavior: Partner closely with Tax SMEs to understand IRS guidance, withholding rules, and form instructions. You are not simply taking requirements; you are probing, challenging, and proposing implementations that satisfy compliance requirements while ensuring customer usability and platform scalability.
• Deliver Across Teams with Quality: Your work touches multiple engineering pods and peer PM domains. You will coordinate dependencies across Forms & Filing, Tax Data Platform, and the IR Experience, ensuring that what you ship integrates cleanly into the broader platform without creating downstream surprises. For straightforward changes, you will create your own prototypes using AI tools and our design system, paired with written documentation covering edge cases and state logic. You will consult with Design early for pattern guidance, but you will not depend on a dedicated designer for routine work; Design partners deeply on strategic, complex, or wholly new interaction patterns.
• Communicate the Value, Not Just Build It: You are not just shipping features; you are responsible for ensuring that customers, prospects, and internal teams understand their value. For every major release in your domain, you will produce customer-facing materials that articulate who the product is for, why they should care, and how it compares. This includes managing launches, creating customer-facing slides, contributing to Executive Business Review collateral, and supporting webinar content for your area.
• Coach, Elevate, and Templatize: Share your knowledge, methods, and standards across the PM team. Proactively mentor more junior colleagues. Working with the VP of Product, you will help define and maintain repeatable templates for product communication: launch playbooks, customer-facing roadmap slides, and Executive Business Review collateral structures that every PM can use to articulate value consistently across their domain.

Professional Qualifications

Required

• Experience: 7-8+ years of product management experience in Enterprise B2B SaaS, with a track record of shipping multi-quarter projects that span multiple teams or systems.
• Regulatory or Compliance Product Ownership: Meaningful experience building products in domains bound by hard external constraints (e.g., Tax, Information Reporting, Financial Services, Payments, KYC/AML). You understand how compliance requirements constrain product decisions and can navigate ambiguity when regulatory guidance is incomplete.
• Data Model & Systems Thinking: Demonstrated ability to define or extend data schemas, APIs, or platform data models. You can reason about how a field added to one entity ripples through ingestion, validation, calculation, and output.
• Cross-Functional Delivery: Proven ability to coordinate across engineering teams, SMEs, and peer PMs to deliver integrated outcomes. You are skilled at managing dependencies without creating bottlenecks.
• Structured Communication: Exceptionally clear written PRDs, scope documents, and trade-off analyses. You "share the why" with Engineering, SMEs, and leadership so that decisions are understood and durable.
• AI-Fluent: You actively use AI tools to accelerate your own PM work: research, drafting, analysis, and decision-framing. You also identify opportunities to embed AI-assisted capabilities into the product itself, simplifying rules-based workflows and reducing manual effort for customers.

Nice to Have

• Domain Expertise: Direct experience with US tax information reporting (1099s, 1042-S, FATCA, withholding) or crypto/digital asset platforms.
• Filing Infrastructure Knowledge: Familiarity with IRS electronic filing systems (FIRE, IRIS) or equivalent regulatory submission infrastructure.

Personal Characteristics

• Detail-Oriented and Correct: You care deeply about getting the details right. In tax compliance, a wrong field or a missed validation rule has real consequences. You bring rigor to your specifications without losing sight of the bigger picture.
• Trade-Off Fluent: You can articulate the trade-offs between speed and correctness, between flexibility and simplicity, between building for one customer and building for the platform. You translate these trade-offs into clear recommendations.
• Comfortable with Complexity, Grounded in Pragmatism: You are not intimidated by dense regulatory guidance, multi-step filing workflows, or cross-team dependencies. You know how to break large problems into shippable increments and manage scope to meet deadlines.
• Cross-Team Collaborator: You build strong working relationships across engineering pods, peer PMs, and SMEs. You are regarded as someone who makes sound judgment calls and whose input improves the outcome.
• Ownership Mentality: You don't wait to be told what to do. You identify gaps, propose solutions, and drive them forward. When something falls between teams, you pick it up.