Platform Product Manager

Product Manager, Platform

Location: Remote (US) | Type: Full-Time

About Our Client

Our client is a leading tax technology platform modernizing the private markets tax ecosystem. Their platform digitizes, automates, standardizes, and distributes Schedule K-1 and related tax data across stakeholders including LPs, GPs, CPA firms, tax-exempt entities, banks, trusts, and high-net-worth individuals.

Powered by an AI-driven extraction engine trained on more than one million K-1s and 180,000+ annotated whitepaper pages, the company has built a growing suite of products designed to eliminate manual tax workflows and unlock data-driven insights across the industry.

The platform partners with leading accounting firms, institutional investors, family offices, and enterprise organizations to modernize tax operations at scale.

The Role

Our client is seeking a Product Manager, Platform to own the shared technical foundation that powers all current and future product modules. This individual will define platform strategy, drive cross-product infrastructure decisions, and ensure shared services scale reliably as the company expands its product portfolio.

This is a highly strategic individual contributor role operating at the intersection of Engineering, Product, Security, and Infrastructure. The ideal candidate will ensure APIs, authentication, data infrastructure, multi-tenancy, and integration services are built once, built correctly, and leveraged consistently across the platform.

The ideal background includes experience building internal platforms or shared services and the ability to translate ambiguous infrastructure needs into structured roadmaps that improve scalability, reliability, and developer velocity.

What You’ll Do

Platform Strategy & Roadmap

Own the roadmap for shared infrastructure including APIs, authentication/authorization, data layer, multi-tenancy, and CI/CD pipelines

Define platform investment priorities balancing internal developer productivity with customer-facing scalability and reliability needs

Drive build-vs-buy decisions across infrastructure and platform tooling

Partner with product-line PMs to identify shared platform needs, prevent duplicated work, and align infrastructure sequencing against product launches

Integration Infrastructure

Own integration infrastructure strategy across major tax software ecosystems including CCH Axcess, GoSystem, UltraTax, and ProSystem fx

Define standards for validation gating, primary key management, and outbound data integrity

Improve integration reliability and resolve known operational pain points

Write clear PRDs, technical requirements, and acceptance criteria for platform and integration initiatives

Data Architecture & Security

Govern how structured and unstructured tax data flows through the platform

Partner with Security and Compliance teams to maintain SOC 2 Type II standards and secure document handling practices

Define data access models, retention policies, audit requirements, and infrastructure standards that support future scalability and monetization initiatives

Required Qualifications

5+ years of Product Management experience, including at least 2 years focused on platform, infrastructure, or developer tooling products

Strong technical fluency across APIs, microservices, authentication patterns, cloud infrastructure, and data pipelines

Experience building internal platforms or shared services used across multiple product teams

Track record defining SLAs, managing technical debt, and balancing pragmatic build-vs-buy tradeoffs

Ability to turn ambiguous infrastructure problems into structured, measurable roadmaps

Strong written communication skills with experience producing PRDs, technical specifications, and acceptance criteria

Proven success partnering cross-functionally across Engineering, Product, Security, and DevOps

Comfortable operating as a hands-on IC within a fast-paced, high-growth environment

Preferred Qualifications

Experience with Azure-hosted infrastructure including AKS, PaaS services, and container orchestration

Background in SOC 2, data security, or compliance-driven environments

Familiarity with tax technology, financial services, or document-processing platforms

Exposure to AI/ML infrastructure, model operations, or training platforms

Experience managing enterprise integrations or marketplace ecosystems

Why Join

High-impact opportunity helping shape the technical foundation of a rapidly scaling tax technology platform

Proprietary AI infrastructure trained

Opportunity to build the shared platform layer powering future product expansion

Collaborative, execution-focused culture designed for builders and operators

Competitive compensation, equity participation, and comprehensive benefits package

Benefits

Competitive compensation and equity participation

Medical, dental, and vision coverage

Flexible PTO and company holidays

Fully remote work environment

401(k) program

Paid parental leave