Note: The job is a remote job and is open to candidates in USA. Taxwell is a company dedicated to helping everyday Americans maximize their tax refunds through innovative software solutions. They are seeking a Senior Product Manager for Payments & Filing to lead the strategy and execution of critical customer journey moments, focusing on enhancing product adoption, conversion rates, and overall customer satisfaction.
Responsibilities
- Own the vision, strategy, roadmap, and business performance of TaxAct's payment and filing experiences, ensuring customers successfully complete their tax returns from checkout through IRS submission
- Define, prioritize, and deliver initiatives that drive adoption of product upgrades and ancillary offerings, increase filing conversion, improve payment authorization and completion rates, and grow revenue
- Establish and monitor key performance indicators (KPIs) for payment and filing experiences, leveraging data-driven insights to measure success, identify opportunities, and inform product investments
- Drive continuous improvements across the end-to-end filing and payment journey, reducing customer friction, increasing completion rates, and enhancing the overall customer experience
- Lead product discovery efforts through customer research, behavioral analytics, market trends, and competitive analysis to identify opportunities for innovation and growth
- Partner with third-party vendors and strategic partners to evaluate, integrate, launch, and optimize payment solutions, ancillary products, and other customer-facing offerings
- Design, execute, and analyze experiments, including A/B tests and personalization strategies, to optimize customer engagement, conversion, and product adoption
- Collaborate closely with engineering, UX/UI, analytics, marketing, operations, legal, and compliance teams to define requirements and deliver high-quality, end-to-end product solutions
- Communicate product vision, priorities, roadmap progress, and business outcomes effectively to stakeholders at all levels, including senior leadership and executive teams
- Monitor and respond to trends in taxation, payments, financial services, and digital commerce, translating industry changes into customer and business value
Skills
- 5–7+ years of product management experience in software, fintech, tax, financial services, or other highly regulated industries, with a demonstrated track record of delivering measurable business and customer outcomes
- Strong analytical and problem-solving skills, with the ability to leverage data, customer insights, and market research to inform product strategy and prioritization
- Experience defining product strategy, building roadmaps, and leading cross-functional teams through the full product lifecycle
- Familiarity with AI-powered products, tools, and capabilities, with experience identifying opportunities to apply AI, automation, or predictive technologies to improve customer experiences, business outcomes, or operational efficiency
- Excellent written, verbal, and presentation communication skills, with the ability to influence stakeholders and drive alignment across all levels of the organization
- Demonstrated ability to collaborate effectively across engineering, design, analytics, marketing, operations, legal, and compliance teams
- Experience designing and evaluating experiments, including A/B testing, personalization, and conversion optimization initiatives
- Resourceful, adaptable, and execution-oriented, with the ability to thrive in a fast-paced, data-driven environment
- Strong attention to detail, sound judgment, and a commitment to delivering high-quality customer experiences
- Passion for innovation in tax, financial services, payments, and emerging technologies
Company Overview
Taxwell is a digital tax filing platform that offers tax preparation software solutions. It was founded in 2022, and is headquartered in Franklin, North Carolina, USA, with a workforce of 1001-5000 employees. Its website is https://taxwell.com.