Product Engineer (AI-Powered Financial Products)

Quick Facts

• Role: Product Engineer

• Focus: AI-powered tax and financial planning product development

Description

You’ll own customer problems from the first conversation through a working product. You’ll talk to users and financial experts, design clear experiences, and build across the stack—interfaces, backend services, integrations, and AI workflows. You’ll also turn agent outputs into useful, reviewable, and approvable product flows that work reliably even with missing information or integration failures.

Responsibilities

• Own problems from discovery to launch

• Conduct customer and expert discovery to decide what to build first

• Design and prototype interfaces with the designer

• Build end-to-end: ship frontend interfaces, backend services, integrations, and AI workflows

• Create agent-based experiences with review and approval workflows across external tools

• Make the whole flow reliable: handle incomplete information, interruptions, retries, and human handoffs

• Use AI tools to ship and iterate based on real usage and customer feedback

Requirements

• Strong engineering fundamentals; can reason through unfamiliar systems and care about correctness and maintainability

• Product judgment to turn ambiguous problems into a useful first release and define success

• Design taste and attention to confusing interactions and workflow details

• Ability to move between interface and backend and verify results

• Exceptional collaboration with engineers, designers, CPAs, and financial planners

• First-principles thinking: start from the customer problem, challenge assumptions, and update based on evidence

• Opportunity alignment with making expert tax and financial planning accessible to more people

Benefits

• Equity

• Medical, dental, vision

• 401(k)

• Life insurance

• Paid time off (PTO)