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 articulate value consistently across their domain.

Professional Qualifications

Required

• Experience: 7-8+ years of product management experience in Enterprise B2B SaaS, with a track record of shipping multi-quarter projects that span multiple teams or systems.
• Regulatory or Compliance Product Ownership: Meaningful experience building products in domains bound by hard external constraints (e.g., Tax, Information Reporting, Financial Services, Payments, KYC/AML). You understand how compliance requirements constrain product decisions and can navigate ambiguity when regulatory guidance is incomplete.
• Data Model & Systems Thinking: Demonstrated ability to define or extend data schemas, APIs, or platform data models. You can reason about how a field added to one entity ripples through ingestion, validation, calculation, and output.
• Cross-Functional Delivery: Proven ability to coordinate across engineering teams, SMEs, and peer PMs to deliver integrated outcomes. You are skilled at managing dependencies without creating bottlenecks.
• Structured Communication: Exceptionally clear written PRDs, scope documents, and trade-off analyses. You "share the why" with Engineering, SMEs, and leadership so that decisions are understood and durable.
• AI-Fluent: You actively use AI tools to accelerate your own PM work: research, drafting, analysis, and decision-framing. You also identify opportunities to embed AI-assisted capabilities into the product itself, simplifying rules-based workflows and reducing manual effort for customers.

Nice to Have

• Domain Expertise: Direct experience with US tax information reporting (1099s, 1042-S, FATCA, withholding) or crypto/digital asset platforms.
• Filing Infrastructure Knowledge: Familiarity with IRS electronic filing systems (FIRE, IRIS) or equivalent regulatory submission infrastructure.

Personal Characteristics

• Detail-Oriented and Correct: You care deeply about getting the details right. In tax compliance, a wrong field or a missed validation rule has real consequences. You bring rigor to your specifications without losing sight of the bigger picture.
• Trade-Off Fluent: You can articulate the trade-offs between speed and correctness, between flexibility and simplicity, between building for one customer and building for the platform. You translate these trade-offs into clear recommendations.
• Comfortable with Complexity, Grounded in Pragmatism: You are not intimidated by dense regulatory guidance, multi-step filing workflows, or cross-team dependencies. You know how to break large problems into shippable increments and manage scope to meet deadlines.
• Cross-Team Collaborator: You build strong working relationships across engineering pods, peer PMs, and SMEs. You are regarded as someone who makes sound judgment calls and whose input improves the outcome.
• Ownership Mentality: You don't wait to be told what to do. You identify gaps, propose solutions, and drive them forward. When something falls between teams, you pick it up.

Compensation

The base salary range for this role is $170,000-$220,000. Certain roles may be eligible for incentive compensation, equity, and benefits. Actual compensation will vary depending on various job-related factors, including, but not limited to location, experience, level, and job qualifications.

Benefits & Perks

• Competitive cash compensation (based on experience)
• Equity (RSUs)
• Competitive benefits package
• A modern 401(k) plan that includes access to crypto, financial wellness benefits, low fees and more
• Hybrid working model: 3 days in-office, 2 days WFH/flexible
• Monday team lunches, snacks and drinks
• Discretionary Time Off - enjoy the flexibility to rest, refuel, and recharge
• Paid parental leave to bond with your child
• Fertility Benefit
• Autonomous work and flexibility in how work is performed

Opportunity for Impact

Taxbit is seeking a Principal Product Designer to make enterprise tax compliance for digital assets feel simple — even when it isn't.

Our platform powers tax and compliance workflows for the world's largest crypto exchanges, payments companies, and Big 4 accounting firms. The workflows are dense, data-heavy and multi-jurisdictional. And the regulatory landscape is evolving fast, with major new global mandates like CARF, DAC8, and CRS 2.0 creating an unprecedented wave of product complexity and business opportunity.

We don't need someone who just makes things pretty. We need a designer who thrives on untangling complexity, someone who can look at a dense, multi-step compliance workflow and see the intuitive experience hiding inside it. You will be the design leader who partners with Product Managers, Engineering and Tax Subject Matter Experts to transform regulatory logic into intelligent product experiences that anticipate what users need, guide them through complexity, and make compliance feel effortless.

Role and Responsibilities

• Drive User Experience for Enterprise Tax Compliance: Design across complex B2B workflows — from data ingestion and eligibility validation to filing and reporting. Your north star is measurable business impact: driving self-service adoption, shortening time-to-value, and increasing API integration success by designing experiences that eliminate friction and reduce dependency on manual support.
• Ground Design Decisions in Structured Discovery and Evaluative Research: Partner with Product Managers to map business outcomes to user opportunities and systematically identify the highest-impact problems to solve — using frameworks like Opportunity Solution Trees to stay focused on outcomes, not just outputs. Draw on a diverse range of inputs: user interviews, session recordings and analytics. Leverage evaluative research to validate that what you design actually moves the needle.
• Mentor and Accelerate: Provide hands-on mentorship to design, PM and cross-functional colleagues, raising the bar for how the team approaches design thinking, user advocacy, and structured problem-solving. Foster a test-and-learn culture where designs get in front of users early, feedback is captured systematically, and iteration is purposeful rather than perfectionist.
• Partner Deeply with Product and Engineering: Operate as a true peer to Product Managers and Engineering leads, not waiting for requirements but actively shaping what gets built. Bring a strong point of view on user experience to strategy discussions, roadmap planning, and technical trade-off conversations.

Professional Qualifications

Required

• Experience: 8-10+ years of product design experience, with a significant portion in B2B SaaS or enterprise platforms involving complex, data-heavy workflows.
• B2B Workflow Design Mastery: Proven experience designing multi-step workflows, dense information architectures, and data-rich interfaces for professional users. You make complexity navigable without oversimplifying it. You measure success not by the elegance of the design, but by whether it drives adoption, reduces time-to-value, and eliminates unnecessary support burden.
• AI Prototyping Proficiency: Demonstrated hands-on experience using AI-powered tools (e.g., Figma Make, Claude Code or similar) to accelerate design iteration and produce functional prototypes. You have a strong inclination toward adopting new technologies and can articulate how AI has changed your design process.
• Discovery & Research Skills: Strong aptitude for both problem and solution discovery, including comfort conducting user interviews, synthesizing qualitative and quantitative data, and running evaluative tests to validate designs.
• Mentorship Track Record: Demonstrated experience mentoring other designers or cross-functional team members, with a natural aptitude for coaching and raising the design bar.

Nice to Have

• Front-End Technical Fluency: Enough comfort with modern front-end technologies (React, component libraries, etc.) to effectively direct AI coding agents like Claude Code or v0 when building functional prototypes. You don't need to be an engineer, but the ability to work in a codebase with AI assistance — rather than only in design tools — dramatically increases prototyping speed and fidelity.
• Product Management Fluency: Previous experience in or strong competency with product management. You can think in terms of business outcomes, prioritization, and trade-offs, not just design artifacts.
• Regulated Industries Experience: Background in regtech, fintech, tax, compliance or other highly regulated domains where precision and auditability matter.
• B2C Experience: Experience designing consumer-facing products in addition to enterprise, giving you range in how you think about user motivation and engagement.

Personal Characteristics

• The "Builder" Designer: You embody the mindset of a growth-stage startup. You can define the long-term design vision and system architecture, but you are equally eager to roll up your sleeves, open the prototyping tool and ship work yourself. You are a maker more than a meeting-goer.
• Collaborative Influencer: You lead through influence, not authority. You bring designers, PMs, engineers, and SMEs together and facilitate the conversations needed to get to the best outcome. You have strong opinions, loosely held. You know how to advocate for the user without being dogmatic when business reality requires tradeoffs.
• Curious & Adaptable: You are comfortable with ambiguity and rapid change. You proactively seek out new information — about users, regulations, tools, and techniques — to stay ahead of what the product needs.
• Bar-Raiser: You hold yourself and the team to a high standard of craft and quality. You have a strong sense of urgency and accountability, and you aren't satisfied until the shipped experience meets the bar, not just the initial mock.

Compensation

The base salary range for this role is $185,000-$235,000. Certain roles may be eligible for incentive compensation, equity, and benefits. Actual compensation will vary depending on various job-related factors, including, but not limited to location, experience, level, and job qualifications.

Benefits & Perks

• Competitive cash compensation (based on experience)
• Equity (RSUs)
• Competitive benefits package
• A modern 401(k) plan that includes access to crypto, financial wellness benefits, low fees and more
• Hybrid working model: 3 days in-office, 2 days WFH/flexible
• Monday team lunches, snacks and drinks
• Discretionary Time Off - enjoy the flexibility to rest, refuel, and recharge
• Paid parental leave to bond with your child
• Fertility Benefit
• Autonomous work and flexibility in how work is performed