Senior Principal Product Manager – Audit AI

Job Description:

The Senior Principal Product Manager - Audit AI is a senior individual contributor responsible for leading product management for Vertex's AI-powered Audit workflows for Indirect Tax.  We are looking for a visionary leader to define, build, and scale our AI-first solution for Indirect Tax Audit and Notice Management. Tax authorities worldwide are digitizing, resulting in an unprecedented volume of complex notices and aggressive audits for enterprises. This role will own the product strategy, roadmap, and execution for an intelligent solution that transforms how businesses triage, gather, interpret, and respond to audits. This is a high-impact leadership role at the intersection of Generative AI, document intelligence, and enterprise fintech.

The Senior Principal Product Manager role will own the full product lifecycle of this new category defining AI first solution, from market discovery through feature definition, roadmap prioritization, and delivery, while leveraging deep domain expertise in tax audit management and notice response workflows to build a differentiated, AI-enabled product experience.

• Own the Roadmap: Own end-to-end product development lifecycle to translate complex problems into streamlined AI workflows expressed as well-defined features with clear requirements and acceptance criteria; Balance quick-win AI capability launch with robust, long-term value drivers.
• Ensure Enterprise AI Trust & Accuracy: Implement rigorous evaluation frameworks to ensure AI-generated insights and responses maintain a 0% tolerance for critical compliance errors.
• Champion the User Experience: Work closely with UX design to build automation and intuitive, human-in-the-loop interfaces that allow corporate tax professionals to review, verify, and approve AI actions with absolute confidence.
• Partner on Go-to-Market initiatives: Collaborate with Product Marketing, Sales, and Customer Success to define pricing, packaging, ongoing support to ensure adoption and customer satisfaction
• Own Subject Matter Expertise: Apply deep knowledge of tax audits, audit management and notice response workflows to shape product requirements; understand the types of questions auditors ask, the data and evidence required to respond, and the processes organizations use to gather, organize, and present audit responses.
• Define the AI-First Vision: Establish the multi-year product strategy for a modern, data-driven AI-first solution to improve audit notice response, evidence gathering, and workflow automation; shape requirements and drive AI capabilities from concept to delivery including model training cycles, and benchmark evaluations
• Adopt Customer-first mindset: Engage directly with customers to understand audit management pain points, validate product direction, and ensure the solution delivers measurable value across the notice response lifecycle.

Required Qualifications

• Hands-on experience with tax audit management and notice response workflows, including experience as an auditor responsible for audit notice response, or in a role directly managing the evidence-gathering and response process; must demonstrate familiarity with what auditors ask for and how organizations assemble and present evidence in response to audits.
• Strong customer-facing skills with experience engaging customers in discovery, validation, and strategic discussions; ability to understand and empathize with customer pain points and translate them into product decisions.
• Experience using cloud-based tools and software platforms to gather, organize, and manage audit evidence data
• Proven Product management experience with a demonstrated ability to own a product or product area independently, including strategy, roadmap, feature definition, requirements and acceptance criteria, and backlog prioritization.
• Proven ability to translate complex audit and compliance workflows into clear, implementable product requirements for Engineering and cross-functional teams.
• Proven ability to drive cross-functional initiatives across Product, Engineering, Sales, Marketing, and Consulting without direct reporting authority.

Preferred Qualifications

• Prior experience working at or with an audit management software platform, risk management solution, or compliance technology vendor.
• Background in tax technology, indirect tax, transaction tax, or financial compliance domains.
• Experience at a Big Four professional services firm (Deloitte, PwC, EY, or KPMG) in an audit, tax, or advisory capacity.
• Familiarity with AI-enabled audit automation, evidence-gathering workflows, or notice response technologies.
• Bachelor's degree in Business, Accounting, Finance, Engineering, or a related field; equivalent combination of education, training, and relevant professional experience accepted in lieu of a formal degree.

COMMENTS:

The above statements are intended to describe the general nature and level of work being performed by individuals in this position. Other functions may be assigned, and management retains the right to add or change the duties at any time.

Vertex Values: Together We Win

We're building a team of people who are passionate about making an impact for our customers and committed to how that impact is achieved. Our values define the behaviors, mindset, and culture that make Vertex a great place to grow and do meaningful work.

Play to Win or We Don't Play — If we choose to do something, we're choosing to do it because we plan to win. That mindset raises our bar on product quality, customer outcomes, and how we show up for one another.

Work As a Team, Putting the Customer At the Core — Our customers are our true north. Whatever your role, ask: how will this help a customer succeed today? We earn trust through outcomes, not promises.

Achieve Excellence With Integrity, Speed, and Agility — The market isn't slowing down. We'll move faster, adapt quickly, and never compromise on doing things the right way — for teammates, customers, and partners.

Innovate Boldly With a Growth Mindset — Progress demands smart risk. We'll try new approaches, learn fast, and keep pushing the boundaries — especially where AI can remove friction and unlock value.

Communicate with Care, Candor and Transparency — Honest, constructive conversations make us better. Let's speak plainly about what's working and what isn't and help each other improve.

Pay Transparency Statement:

Base pay offered to new hires may vary based upon factors including relevant industry and job-related skills and experience, geographic location, and business needs.* The range displayed does not encompass the full potential of the role, which allows for further growth and career progression.

In addition, as a part of our total compensation package, this role may be eligible for the Vertex Bonus Plan (VOB), a role-specific sales commission/bonus, and/or equity grants.

Learn more about Life at Vertex and connect with your recruiter for more details regarding Vertex's compensation and benefit programs.

*In no case will your pay fall below applicable local minimum wage requirements.