Staff Product Manager - Core Forms & Filings

Company

Founded in 2018 by CPAs, tax attorneys, and software developers, Taxbit is creating an entirely new category to enable widespread compliant adoption of digital assets for the global economy. Taxbit’s Software-as-a-Service (SaaS) platform streamlines and automates customers’ tax reporting and accounting activities for digital assets. 

Trusted by leading crypto, tech, and traditional enterprises, Big 4 accounting firms, and government agencies (including the IRS), Taxbit solves compliance challenges at scale amidst an ever-evolving regulatory landscape. Taxbit is backed by leading Silicon Valley VCs with teams located in New York City, San Francisco, Seattle, Salt Lake City, and Europe.

Opportunity for Impact

Taxbit's Information Reporting platform powers tax compliance for the world's largest crypto exchanges, payments companies, and financial institutions. As our portfolio of supported form types and filing regimes grows, we need a Staff Product Manager to own the expanding universe of core forms, filings, and the data model extensions that support them.

Each tax season, Taxbit generates and files millions of forms for the world's largest crypto exchanges, fintechs, and financial platforms. As enterprise clients demand broader form coverage and new regulatory regimes come into focus, this role is being created to give Taxbit's core forms portfolio the dedicated product leadership it deserves.

You will own the product lifecycle for Taxbit's established and emerging tax information reporting regimes, including 1099-series forms, 1042-S, 1098, and W-2G, as well as the filing infrastructure that delivers them. You will also own the data model changes that these regimes require: defining how new fields, templates, and validation rules enter our platform so that downstream eligibility, form generation, and filing all work correctly. Partnering with our Engineering teams, Tax Subject Matter Experts (SMEs), and peer Product Managers, you will ensure that each new form type and filing obligation is translated into a scalable, correct, and self-serve product experience for our enterprise customers.

Role & Responsibilities

• Own Core Forms & Filing End-to-End: Drive the product roadmap for Taxbit's core forms and filing portfolio, spanning established and emerging reporting regimes (excluding CARF/CRS). This starts before building: you will assess which form types and filing capabilities warrant investment by evaluating customer demand, market opportunity, and regulatory urgency, then make clear recommendations on what to build and when. When the case is strong, you will scope requirements, including data model changes, write detailed PRDs, and work with Engineering to deliver (e.g., 1099-C, 1098, W-2G, IRIS) with quality and on time.
• Translate Regulatory Requirements into Product Behavior: Partner closely with Tax SMEs to understand IRS guidance, withholding rules, and form instructions. You are not simply taking requirements; you are probing, challenging, and proposing implementations that satisfy compliance requirements while ensuring customer usability and platform scalability.
• Deliver Across Teams with Quality: Your work touches multiple engineering pods and peer PM domains. You will coordinate dependencies across Forms & Filing, Tax Data Platform, and the IR Experience, ensuring that what you ship integrates cleanly into the broader platform without creating downstream surprises. For straightforward changes, you will create your own prototypes using AI tools and our design system, paired with written documentation covering edge cases and state logic. You will consult with Design early for pattern guidance, but you will not depend on a dedicated designer for routine work; Design partners deeply on strategic, complex, or wholly new interaction patterns.
• Communicate the Value, Not Just Build It: You are not just shipping features; you are responsible for ensuring that customers, prospects, and internal teams understand their value. For every major release in your domain, you will produce customer-facing materials that articulate who the product is for, why they should care, and how it compares. This includes managing launches, creating customer-facing slides, contributing to Executive Business Review collateral, and supporting webinar content for your area.
• Coach, Elevate, and Templatize: Share your knowledge, methods, and standards across the PM team. Proactively mentor more junior colleagues. Working with the VP of Product, you will help define and maintain repeatable templates for product communication: launch playbooks, customer-facing roadmap slides, and Executive Business Review collateral structures that every PM can use to artic