Product Manager - Internal Product (Tax)
New
CanadaFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 5+ years
- Required Skills
- Product Management
Requirements
- Bachelor’s degree in Business, Finance, Computer Science, or related field
- 5+ years of experience in Product Management or Technical Program Management within fintech, brokerage, or financial infrastructure
- Deep knowledge of US brokerage tax reporting, including 1099 forms, cost basis rules, wash sales, and IRS requirements
- Hands-on experience managing at least one full tax season in a broker-dealer or clearing environment
- Strong experience managing third-party vendors and enforcing SLAs
- Ability to translate complex tax and regulatory requirements into technical product specifications
- Strong cross-functional leadership skills across Engineering, Compliance, Operations, and Legal teams
- Technical fluency with data systems, file formats, and reconciliation processes (e.g., IRS FIRE formats)
- Strong organizational and prioritization skills with the ability to manage high-stakes deadlines
- Excellent communication skills with the ability to influence senior stakeholders
- Experience with automation, reconciliation systems, or tax technology platforms is a strong plus
Responsibilities
- Own the end-to-end tax product roadmap, including IRS reporting (1099-B, 1099-DIV, 1099-INT, 1099-MISC, 1042-S) and related compliance processes
- Define product timelines, quality gates, and acceptance criteria to ensure accurate and timely tax filings
- Manage relationships with external tax technology and data vendors, ensuring performance and SLA adherence
- Build and coordinate the cross-functional tax season calendar across Engineering, Operations, and Compliance teams
- Ensure tax systems scale effectively for new asset classes, account structures, and regulatory requirements
- Partner with engineering teams to design upstream data flows that support accurate tax reporting from the source
- Define data architecture requirements for tax-related fields, including income types, account rules, and entity structures
- Design and implement monitoring dashboards and internal tools for real-time visibility into tax reporting status and errors
- Identify gaps in current tax infrastructure and proactively drive system and process improvements
- Ensure alignment across stakeholders to meet strict regulatory deadlines and reduce operational risk
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