[All remote jobs](https://jobicy.com/jobs.md)[![Fieldguide logo](https://jobicy.com/data/server-nyc0409/galaxy/mercury/2025/08/afa73463-221.png)](https://jobicy.com/company/fieldguide.md)[Fieldguide](https://jobicy.com/company/fieldguide.md)

# Lead/Principal Product Manager, Tax Agents

AI Summary Fieldguide is seeking a senior product leader to build AI-agent capabilities for enterprise tax workflows used by large CPA firms and corporate tax departments. The role owns discovery, roadmap definition, zero-to-one delivery, iteration, and adoption of products spanning tax preparation, compliance, provision, research, and review. It requires deep experience in AI-driven product management alongside meaningful tax-domain knowledge. The PM will work closely with engineering, design, strategic customers, customer success, sales, and marketing. This is a high-impact US remote or San Francisco-based full-time role with broad ownership of an emerging product area.[Apply for this job](#job-application)[View company](https://jobicy.com/company/fieldguide.md)ShareRemote from[USA](https://jobicy.com/job-region/usa.md)SalaryUSD 210k–295k / yrDepartment[Product & Operations](https://jobicy.com/categories/management.md)EmploymentFull TimeExperienceSeniorPublished3 Nov 2026Apply before3 Dec 2026Listing views53Application actions2Application toolkit

## Make your next move.

Prepare your resume, explore your fit, and draft a cover letter for this opportunity.

Opportunity details

## About this role.

About Us

Fieldguide is establishing a new state of trust for global commerce and capital markets through automating and streamlining the work of advisory, audit, and tax practitioners at the world’s largest CPA firms. Put simply, we build software for the people who enable trust between businesses.

We’re headquartered in San Francisco, CA and backed by top investors including Growth Equity at Goldman Sachs Alternatives, Bessemer Venture Partners, 8VC, Floodgate, Y Combinator, DNX Ventures, Global Founders Capital, Justin Kan, Elad Gil, and more.

We value diversity — in backgrounds and in experiences. We need people from all backgrounds and walks of life to help build the future of audit and advisory. Fieldguide’s team is inclusive, driven, humble and supportive. We are deliberate and self-reflective about the kind of team and culture that we are building, seeking teammates that are not only strong in their own aptitudes but care deeply about supporting each other’s growth.

As a growth stage startup employee, you’ll have the opportunity to build out the future of business trust. We make audit practitioners’ lives easier by eliminating up to 50% of their work and giving them better work-life balance. If you share our values and enthusiasm for building a great culture and product, you will find a home at Fieldguide.

About the Role

As Lead PM for Tax Agents, you will play a central role in building the industry’s leading agentic tax platform. You’ll work hand-in-hand with our engineers and our most strategic customers to design, ship, and continuously improve intelligent agents that transform how top CPA firms and corporate tax departments operate — from provision and compliance to research and review.

What You’ll Do

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Build enterprise-grade AI agents that increase efficiency, quality, and practitioner experience across each stage of the tax lifecycle, from data gathering and workpaper prep to compliance, provision, and review.

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Bring a fresh, AI-native mindset to solving long-standing industry challenges, while building interactively with tax practitioners at the world’s largest firms and corporate tax departments.

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Be extremely customer centric. Understand customer needs, then define and ship zero-to-one features, and enhance and scale one-to-n features.

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Shape the product roadmap: work with engineering and product design to quickly define, ship, and deliver impact with new features.

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Partner with cross-functional teams including customer success, sales, and marketing to gather feedback, communicate product strategy, and drive adoption of new features.

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We are open to either remote or in-person work arrangements.

Who You Are

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8+ years of product management experience with deep emphasis on AI / agents.

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3+ years of tax experience — as a tax practitioner and/or building tax products for the CPA or corporate tax market.

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Exceptional written and verbal communication skills with a track record of cross-functional collaboration.

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Comfortable with ambiguity which comes with launching new products.

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Degree in a technical, accounting, or related field, or equivalent professional experience.

More about Fieldguide

Fieldguide is a values-based company. Our values are:

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Fearless – Inspire & break down seemingly impossible walls.

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Fast – Launch fast with excellence, iterate to perfection.

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Lovable – Deliver happiness & 11 star experiences.

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Owners – Execute & run the business with ownership.

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Win-win – Create mutual value & earn trust for life.

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Inclusive – Scale the best ideas with inclusive teams.

Some of our benefits include

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Competitive compensation packages with meaningful ownership

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Flexible PTO

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401k

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Wellness benefits, including a bundle of free therapy sessions

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Technology & Work from Home reimbursement

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Flexible work schedules

Show more

[Apply now >](https://jobicy.com/jobs/158656-lead-principal-product-manager-tax-agents.md)

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![Upload CV](data:image/svg+xml;base64,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)

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## Role DNA

A quick view of the complexity, pace, ownership and collaboration implied by the job description.

### Job Complexity

5/5EasyHard

### Pace & Pressure

5/5RelaxedFast-paced

### Autonomy Level

5/5GuidedFull ownership

### Communication Load

5/5IndependentCollaborative

AI insightThe position combines principal-level product leadership, AI-agent product development, and specialized tax expertise in a fast-moving startup environment. Success requires making ambiguous technical and commercial decisions while aligning demanding enterprise stakeholders.

## Salary analysis

Estimated compensation compared with the broader US market for similar roles.

Estimated job median (per year)Market rate$252,500US market range (per year)$220k–$320k0$352k

AI insightThe employer discloses a base compensation range of $210,000–$295,000 USD per year, with a midpoint of $252,500. For a US lead/principal product manager specializing in enterprise AI and tax technology, the estimated annual market range is $220,000–$320,000 USD; total compensation may vary with equity and other benefits.

## Core skills

Skills and capabilities most closely associated with this opportunity.

[Product management](https://jobicy.com/jobs?search_keywords=Product%20management.md)[AI agents](https://jobicy.com/jobs?search_keywords=AI%20agents.md)[Tax technology](https://jobicy.com/jobs?search_keywords=Tax%20technology.md)[Enterprise SaaS](https://jobicy.com/jobs?search_keywords=Enterprise%20SaaS.md)[Product strategy](https://jobicy.com/jobs?search_keywords=Product%20strategy.md)[Roadmap development](https://jobicy.com/jobs?search_keywords=Roadmap%20development.md)[Customer discovery](https://jobicy.com/jobs?search_keywords=Customer%20discovery.md)[Zero-to-one product development](https://jobicy.com/jobs?search_keywords=Zero-to-one%20product%20development.md)[Tax compliance](https://jobicy.com/jobs?search_keywords=Tax%20compliance.md)[Tax provision](https://jobicy.com/jobs?search_keywords=Tax%20provision.md)[Cross-functional leadership](https://jobicy.com/jobs?search_keywords=Cross-functional%20leadership.md)[Agile product delivery](https://jobicy.com/jobs?search_keywords=Agile%20product%20delivery.md)[User experience](https://jobicy.com/jobs?search_keywords=User%20experience.md)[Go-to-market collaboration](https://jobicy.com/jobs?search_keywords=Go-to-market%20collaboration.md)

Sample interview questionsHow would you identify the highest-value tax workflow for Fieldguide's first AI agent?I would combine workflow observation, interviews with tax practitioners, operational data, and a value-versus-feasibility assessment. I would prioritize a repetitive, high-volume task with measurable quality and cycle-time outcomes, clear human-review controls, and sufficient source data.

How would you build trust in an AI agent used for tax compliance or provision work?

I would design for human accountability through traceable outputs, source citations, configurable review checkpoints, confidence signals, audit logs, and clear escalation paths. I would validate performance against representative tax scenarios and work with practitioners to establish acceptable quality thresholds before broad rollout.

Describe how you would balance a strategic customer request against the broader product roadmap.

I would clarify the underlying problem, assess whether it represents a repeatable market need, and estimate customer and portfolio impact. If it is broadly reusable, I would shape it into a scalable product capability; if it is uniquely bespoke, I would seek a lighter-weight alternative or make the trade-off explicit with stakeholders.

What metrics would you use to evaluate an AI tax agent after launch?

I would track adoption, task completion rate, time saved, accuracy and reviewer-acceptance rates, exception and escalation rates, user satisfaction, and retention or expansion signals. Metrics would be segmented by workflow, customer type, and agent version to identify where performance or trust needs improvement.

How do you lead product development when requirements are ambiguous and the technology is evolving quickly?

I establish a clear customer outcome and a small set of assumptions to test, then deliver thin vertical slices that create learning quickly. I maintain close engineering and customer feedback loops, document decisions and risks, and update the roadmap as evidence improves.

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