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About the Role
We're building the AI-powered operating system for tax, expanding into advisory, planning, and other professional service areas. You'll own product areas end-to-end, working directly with customers, defining product direction, and shipping features. This role requires an engineering background, with the ability to commit code and build alongside the team, focusing on goals and outcomes.
Responsibilities
- Own a product area end to end, driving strategy, roadmap, and execution from customer discovery through launch
- Write code and commit alongside engineers, contributing directly to the codebase
- Work directly with accounting firm customers to understand their workflows and needs
- Define and track goal-based metrics to prove release impact
- Build customer feedback into a quantitative system
- Own the competitive landscape by monitoring competitors and identifying opportunities
- Study comparable AI companies to identify applicable patterns and opportunities
- Manage integrations with third-party tools and platforms
- Partner with engineering and design to ship features weekly
- Collaborate with GTM teams to translate product capabilities into positioning, demos, and enablement
Requirements
- 4+ years of product management experience at a B2B SaaS company
- Engineering background with the ability to read and write code, review PRs, and contribute to the codebase
- Experience shipping products that real customers depend on in production
- Strong analytical skills, using data and customer feedback for decisions
- Excellent communication skills, capable of customer interviews, writing specs, and presenting to leadership
- Comfort with AI-powered products, understanding AI agents, LLMs, and prompt engineering
- Experience in tax, accounting, legal tech, or professional services is a strong plus
- Ability to deeply understand customer workflows and design products that replace existing tools
- Focus on outcomes, measuring success by actual changes in firm work processes
- Responsiveness to customer feedback and ability to build systems for prioritized, measurable product goals
- Ability to shift between coding, customer interaction, data analysis, and strategy presentation
Skills
- Product Management
- B2B SaaS
- Engineering
- Coding
- Analytical Skills
- Customer Interviews
- Product Specification
- Leadership Presentation
- AI-powered Products
- LLMs
- Prompt Engineering
- Tax Technology
- Accounting Technology
- Legal Tech
- Professional Services
- Competitive Analysis
- Third-party Integrations
- Roadmap Development
- Customer Discovery
- Metrics Definition
- Data Analysis
- Strategy Development
Location
- San Francisco (on-site)
Work Type
- On-site
- Full-time
Experience Level
- 4+ years of product management experience
Salary/Compensations
- $200,000 base + equity
About the Company
- Instead is where tax work gets done, using an AI agent to orchestrate tax work from preparation to advisory.
- The company holds full government approvals with the IRS and 48 states for e-filing various tax forms.
- Instead is positioned as a full replacement for existing tax software solutions like CCH Axcess, GoSystem, and UltraTax.
- The company has a competitive advantage due to advanced government approvals, allowing for unmatched product experiences.
- Instead is backed by investors including Conviction, IRIS, Skylark, Aprio, and partners/customers.
- The team comprises leaders from prominent companies in the tech and tax industries such as Intuit, Gusto, Zenefits, Thomson Reuters, Wolters Kluwer, PwC, BDO, RSM, and KPMG.
Equal Opportunity
- Instead is an equal opportunity employer.
- Candidates are evaluated based on capability, judgment, ownership, and fit for the role's responsibilities.
- The company welcomes candidates who can help build a category-defining company in tax technology.