Product Manager (Tax)

Title: Product Manager

Reports To: Peter Olson, Head of CX

Location: Draper, UT or Remote

Department: Product

Employment Type: Full-time

Jump is looking for a Product Manager to integrate its AI platform with industry-leading tax software (e.g., practice management systems) and to optimize the Jump experience for tax professionals. As the first Tax PM at Jump, you will define and drive the product roadmap for everything tax, and work with a dedicated team of engineers to turn that roadmap into reality. This is a unique opportunity to shape a new solution area at Jump.

• Define the tax strategy and roadmap: Identify and prioritize opportunities to: 1) integrate Jump with major tax practice management platforms and other tax tools, and 2) make other product changes to improve the experience of our tax professional customers.

• Drive product development: Write clear product requirements for new integration features and tax innovations. Work day-to-day with the design and engineering to clarify specs, make trade-off decisions, and ensure timely, high-quality releases.

• Collaborate cross-functionally and with partners: Work closely with engineers, designers, customer success, and sales to ensure Jump’s features for tax professionals meet user needs. Coordinate with partner companies’ technical teams when necessary to troubleshoot or enhance integrations.

• Understand our tax users and iterate with them in mind: Obsess over our tax customers. Gather feedback on Jump’s tax functionality. Analyze usage data to assess what’s working and what can be improved. Iterate.

• Drive adoption and impact: Develop go-to-market plans with Marketing, Customer Success, and CX for launching new integrations. Monitor utilization and drive awareness and usage. Your measure of success is that tax professionals find our integrations and tax-specific tools indispensable.

• Domain expertise: You have a background in tax or accounting software, or significant experience working with tax professionals (tax advisors, CPAs, Enrolled Agents). You understand the needs of relationship-driven tax professionals and the pain points that technology can help solve.

• Product management experience: You have 3–5+ years of experience in product management (or related roles) in SaaS, ideally including building integrations or data-driven features. You can take product ideas from concept to launch and iteration.

• Technical acumen: You’re comfortable diving into APIs, data schemas, and technical documentation. You can effectively communicate with engineers about data mappings, webhooks, and API endpoints, even if you’re not writing the code yourself.

• User-focused & analytical: You are passionate about building products to solve user problems. You prioritize decisions based on user research and usage data, and you use that data to inform product improvements.

• Collaborative communicator: You excel at cross-functional collaboration. You can translate between engineers, non-technical stakeholders, and external partners. Your coworkers love working with you. You’re clear and proactive in sharing updates, and you seek input and buy-in at the right stages.

• Ownership mentality: You thrive in an early-stage, fast-paced environment. You’re proactive, able to handle ambiguity, and take full ownership of your product area. When you see a problem or an opportunity, you rally the team to tackle it without waiting to be told.

• Outcome-driven: You care about the impact of your work. “Building things people use” is your mantra – you define success in terms of real adoption and value creation, not just delivering features. You drive usage and delight users with the integrations you launch.

• Built software for tax/accounting: You’ve worked on a product at a tax software company or built integrations with tax tools in a previous role. You have firsthand experience bringing tax or accounting-related technology products to market.

• Improved product adoption: You have driven usage of a product or feature by focusing on user needs and iterating.

• Worked with external stakeholders: You have experience interacting with external software partners, vendors, or important customers in a product context. You know how to represent your company and align partners around a shared goal.

• Balanced multiple priorities: You’ve successfully managed a roadmap with multiple initiatives, balancing deadlines and resources. You’ve made trade-offs and adjusted when new information or needs emerged.

Jump’s mission is to empower financial advisors and their clients to thrive in the age of AI. Our product is an intelligent meeting assistant that helps advisors with notetaking, task management, follow-ups, and data syncing—built to serve advisors and firms of all sizes, including the largest financial institutions in the world.

Jump was launched in 2023 by a team of experienced software entrepreneurs with backgrounds including Harvard, Stanford, Google, Divvy, BILL, and WeWork. We’re recognized as the leading product in our category and are growing quickly, backed by top-tier venture capital firms.

Jump’s culture

• High Velocity

• World Class

• Direct + Kind + No Drama

We believe in building tight teams of extraordinarily capable people. Come join us to transform the advisor and enterprise experience with state-of-the-art technology.