Instead

Instead

Product Manager

San Francisco

Sponsorship not specifiedDetected 38 days ago
LLMsAgentic AIProduct ManagementAccountingTaxCadenceLeadershipCommunicationPublic Speaking

About the role

  • We're doing that for tax and accounting, starting with deep tax preparation and compliance, and expanding into advisory, planning, and other professional service areas.
  • This is not a traditional PM role where you write specs and hand them off.

Responsibilities

  • Own a product area end to end, driving strategy, roadmap, and execution from customer discovery through launch
  • Write code and commit alongside engineers. You're not just defining what to build, you're building it
  • Define and track goal-based metrics that prove your releases are moving the needle. Build customer feedback into a quantitative system across multiple vectors, not just qualitative anecdotes
  • Own the competitive landscape: monitor Wolters Kluwer, Thomson Reuters, Intuit Pro Tax, Basis, Accrual, Filed, Juno, and other players. Bring insights back to shape product decisions
  • Manage integrations with third-party tools and platforms that accounting firms depend on
  • Partner with engineering and design to ship features on a weekly cadence using Linear
  • Collaborate with GTM teams to translate product capabilities into positioning, demos, and customer enablement
  • Strong analytical skills. You use data and customer feedback as quantitative inputs to drive decisions, not just gut instinct

Nice to have

  • Study comparable AI companies (Harvey, Legora, Rogo) to identify patterns and opportunities we can apply to tax
  • 4+ years of product management experience at a B2B SaaS company
  • Engineering background.
  • You can read and write code, review PRs, and contribute directly to the codebase when needed
  • Strong analytical skills.
  • Excellent communication skills.
  • You can run a customer interview, write a clear product spec, and present to leadership in the same day
  • Comfort with AI-powered products.

Skills

  • Instead is a full replacement for CCH Axcess, GoSystem, UltraTax, OneSource, CorpTax, Lacerte, ProConnect, Drake, and more.
  • Think of what companies like Harvey, Legora, and Rogo are doing for legal and finance.

Compensation

  • We evaluate candidates based on capability, judgment, ownership, and fit for the role's responsibilities.
  • We welcome candidates who can help us build a category-defining company in tax technology.
  • $200,000 base + equity
  • San Francisco (on-site)

Company info

  • Work directly with accounting firm customers (partners, managers, preparers, reviewers, administrators) to understand their workflows and what they need from AI-powered tax technology
  • Experience shipping products that real customers depend on in production

Equal opportunity

  • Instead is an equal opportunity employer.
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This listing is sourced directly from Instead's careers page and normalized into a canonical job model.