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About the Role

The Product Manager, Audit & Tax Systems is accountable for the end-to-end lifecycle and value realization of the company’s audit and tax practice systems. This role translates the intent of practice leaders into a clear system vision, roadmap, and delivery plan, ensuring that engagement, workflow, document, and review platforms are well-designed, effectively adopted, and continuously improved. The Product Manager prioritizes investments based on practice value, quality, and compliance, and drives adoption, outcomes, and long-term system health across the audit and tax service lines.

Responsibilities

Act as the product manager for assigned audit and tax platforms (e.g., Caseware, CCH Axcess, engagement and workflow tools, document automation, and e-file/delivery solutions)
Develop and maintain system roadmaps, backlogs, and enhancement plans across the audit and tax technology stack
Balance competing priorities, dependencies, and constraints across engagement teams, quality control, and firm leadership
Plan system lifecycle stages including upgrades, optimization, consolidation, and eventual replacement of legacy or overlapping tools
Partner with audit and tax practice leaders and quality-control owners to clarify intent, outcomes, and success criteria
Support practice leaders in making informed tradeoff and investment decisions on software, workflow, and standardization
Coordinate cross-functional impacts across engagement management, document delivery, and client-facing processes to ensure practice cohesion
Provide functional direction and coordination to process-improvement resources supporting audit and quality-control work, aligning their initiatives to system roadmaps and standards.
Partner with Finance on practice value cases and ROI, and with Legal & Risk on security, contracting, compliance, and documentation-retention requirements for audit and tax systems.
Own the adoption strategy for system changes, from rollout through reinforcement, driving proactive, consistent, and standards-aligned adoption across the practice
Partner with appropriate cross-functional teams to support training, communication, and standardized use
Define and monitor adoption metrics; adjust approach as needed to drive consistent, firm-wide utilization
Ensure systems are aligned to how the practice should operate under professional standards, promoting companywide consistency over individual or partner-specific configurations
Work with project managers to execute initiatives aligned to the product roadmap
Partner with IT on technical feasibility, security, architecture, and integrations (e.g., data flow between engagement, workflow, and delivery systems)
Coordinate vendor engagement—including demos, evaluations, and contract terms—from a business and product perspective
Measure system utilization, effectiveness, and realized practice value across the audit and tax service lines
Identify opportunities to reduce manual work, eliminate redundant point solutions, and improve review and delivery efficiency
Recommend system rationalization, consolidation, or retirement where the practice has accumulated overlapping or partner-specific tools

Requirements

Strong understanding of audit and/or tax engagement workflows, quality-control processes, and professional standards
Ability to work independently and to lead without authority and navigate complex stakeholder environments across partners, managers, and staff
Experience translating practice needs into scalable system designs and standardized workflows
Ability to operate at both strategic and operational levels
Familiarity with a broad range of audit and tax technologies, integrations, and system architectures
Knowledge of business process modeling and improvement techniques
Demonstrated ability to work efficiently in areas of uncertainty, using analytical skills to clarify ambiguities and resolve complex practice challenges
Excellent communication and interpersonal skills
Strong attention to detail and organizational skills
Bachelor’s degree in Accounting, Accounting Information Systems, Information Systems Management, Finance, Computer Science, or a related field, plus at least 5 years of experience in an audit or tax practice and/or product management, business analysis, systems enablement, or application ownership.
Hands-on experience with audit and/or tax platforms (e.g., Caseware, CCH Axcess, ProSystem fx, and engagement/document automation).
Prior experience in public accounting or supporting an audit or tax practice.
CPA license or CPA candidacy, or equivalent experience supporting engagement and quality-control processes.
Experience working with project management platforms (e.g., Jira, Wrike) and information security audit frameworks (e.g., SOC 2, ISO 27001).
Certification in Business Analysis (e.g., CBAP, CCBA).

Skills

Audit and tax engagement workflows
Quality-control processes
Professional standards
Independent work
Leadership without authority
Stakeholder navigation
System design
Standardized workflows
Strategic operation
Operational operation
Audit and tax technologies
System integrations
System architectures
Business process modeling
Business process improvement
Analytical skills
Communication skills
Interpersonal skills
Attention to detail
Organizational skills
Caseware
CCH Axcess
ProSystem fx
Engagement automation
Document automation
Jira
Wrike
SOC 2
ISO 27001
CBAP
CCBA

Location

Austin, TX
Bellevue, WA
Long Beach, CA
Portland, OR
Dover, OH
Atlanta, GA
Cleveland, OH
Fort Lauderdale, FL

Work Type

Remote
Hybrid

Experience Level

At least 5 years of experience in an audit or tax practice and/or product management, business analysis, systems enablement, or application ownership.

Education Level

Bachelor’s degree in Accounting, Accounting Information Systems, Information Systems Management, Finance, Computer Science, or a related field
CPA license or CPA candidacy
Certification in Business Analysis (e.g., CBAP, CCBA)

Salary/Compensations

$109,000 - $146,000 depending on experience. More is possible if experience dictates.

Benefits

Increased number of paid holidays per year
Competitive salaries with continuous review of market conditions
Flexible working hours and work arrangements
Remote and hybrid opportunities
Inclusive workplace, providing strong professional growth and development opportunities
Strong growth opportunities
Competitive benefits package
401(k) package with firm profit-sharing
Strong emphasis on quality work-life integration
Dress for your day policy
Resources of a national firm
Opportunities to engage with our active Employee Resource Groups (ERGs), affinity groups, and advance your career within a supportive, inclusive environment
Medical
Dental
Vision
Paid time off
Life/disability insurance
Commuter flex accounts
401(k)

About the Company

Novogradac is committed to fostering a welcoming workplace where all employees feel valued and empowered to grow.
We believe in offering a supportive, balanced work environment that encourages professional development and work-life integration.
We’re Novogradac, a national certified public accounting and consulting firm headquartered in San Francisco.
Founded in 1989, the allied group of Novogradac companies has grown to more than 900 employees and partners with more than 25 offices throughout the country.
Novogradac is one of the nation’s top 40 certified public accounting and consulting firms and is a recognized leader in real estate and community development.
Novogradac provides publicly and privately held national enterprises with a full spectrum of audit, tax, valuation, expert witness and litigation support, property compliance and general consulting services and works extensively in the affordable housing, community development, historic preservation and renewable energy fields.

Equal Opportunity

Novogradac is committed to ensuring a fair and inclusive recruitment process, making reasonable accommodations to individuals with disabilities or special needs throughout the application process.
We encourage applicants from all backgrounds, identities, and experiences to apply, as we believe that unique perspectives strengthen our ability to achieve excellence.
At Novogradac, we offer a variety of Employee Resource Groups and Affinity Groups to provide all employees with opportunities to connect, collaborate, and support one another in the workplace.
Novogradac & Company LLP offers a progressive work environment, competitive pay and an excellent benefits package including medical, dental, vision, paid time off, life/disability insurance, commuter flex accounts and a 401(k).
Novogradac and Company LLP is an equal opportunity employer.
Novogradac’s culture is centered on education, acceptance, innovation and opportunity.
We value diversity and respect the different perspectives that each of our employees bring to Novogradac no matter their age, race, religion, gender identity or sexual orientation.
We are committed to creating an equitable and inclusive workplace for our entire workforce.