Remote New

Tax Revenue & Product Operations Sr

Pathward, National Association
life insurance, paid time off, 401(k)
United States
Mar 03, 2026
We are a hybrid, remote-office company dedicated to growing our talent anywhere! We have onsite locations in: Sioux Falls, SD, Scottsdale, AZ, Louisville, KY, Troy, MI, Franklin, TN, Easton, PA. At Pathward, we take tremendous pride in our purpose to create financial inclusion for all.We area financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. We strive to remove barriers that traditional institutions put in the way of financial access, and promote economic mobility by providing responsible, secure, high quality financial products. We are a team of problem solvers and innovators who celebrate our differences and know that our unique perspectives make us stronger and well-positioned for success. We celebrate, and embrace, our team members through ourHUMBLEHUNGRYSMARTapproach, and we believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve. About the Role:* This role supports the strategic direction of the Tax division by managing revenue stream operations, project management, forecasting, and performance tracking across all products and initiatives. It enhances financial visibility and organizational decisionmaking by developing reporting tools, dashboards, and performance metrics. The position also contributes to longterm growth by identifying improvement opportunities and supporting new product and revenue development. What You Will Do: Ensures all program revenue streams are reported to Leadership Team daily. Assists in revenue and growth projections for all revenue streams. Works across functional departments to provide back-up and support with the expectation that this position could transition duties based on the needs of the business. Develops and implements reporting tools and dashboards to enhance visibility and accuracy of financial data. Implements performance metrics and KPIs to assess product success and areas needing improvement. Analyzes and reviews financial information prior to submitting it to external departments and business partners. Leads or assists in developing project management work for all areas of the business, and collaborates with product integration - development and delivery Reviews and recommends policy changes, assess internal control structure on a regular basis and recommends changes to benefit the Tax division and company. Manages and provides administrative oversight for a team that supports product operations and strategic partner relationships. Monitors and analyzes product performance and operating trends across all revenue streams Collaborates with sales - with high value partner optimization, software partner/transmitter relationships, optimize CRM tools Works with other areas of focus that include special projects, product delivery, loss prevention, ERO experience, & profitability. Collaborates with our ERO lending portfolio management team to enhance delivery, strategic planning and profitability. Understands the ERO lending process for support as a back up to primary owner Collaborates with our Merchant Services team to enhance delivery, product offering and align with strategic plan. Collaborates with our shared service functions within the bank that are part of our overall development and delivery of products and services that include compliance, legal, risk management, accounting, & others Other duties as assigned. What You Will Need: Bachelor's degree or equivalent education and work experience. Typically, 5+ years with bachelor's or equivalent. The responsibilities listed above are not all inclusive and may be changed at any time. Salary range: $72,000 - $120,000 The salary range reflects the minimum and maximum target for a new hire in this role. Individual pay within the range will be determined by multiple factors which can include but are not limited to a candidate's experience, qualifications, skills, and location. Your recruiter can share more about the specific salary for your location during the hiring process. Ranges may be modified in the future. This role is also eligible for an annual performance-based incentive opportunity. Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more. #LI-Remote *Don't have everything listed under qualifications? If you're excited about this role but your* *experiences don't match exactly to everything in the posting, we encourage you to apply* *anyway. You may be just the right candidate for this or other Pathward roles. Pathward is* *an equal employment opportunity employer and considers candidates for roles without regard* *to their race, sex, national origin, ethnicity, age, disability or any other category protected by* *law.* Who we are: Our commitment to inclusion is woven into our DNA. We believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve. We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, transgender status, pregnancy, national origin, age (age 40 and over), disability, genetic information, marital status, hair texture or hairstyle, ancestry, service in the uniformed services, protected veteran status, status as a victim of domestic violence or any other class protected by federal, state and local laws. Pleaseclick here to learn more about our benefits and review information about our Privacy Policy, Affirmative Action Plan and other notices. Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. For assistance completing an application, please contact a Pathward People & Culture Representative by emailing - careers@pathward.com Please click here to view Pathward's Applicant Privacy Notice. Applications will be accepted for a minimum of 3 days after posting, and there is no predetermined date by which applications should be submitted. Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights. Candidate Scam Warning We encourage you to be cautious of hiring scams that impersonate Pathward. Copyand paste the following URL into your browser to learn more: https://www.pathward.com/about-us/people-culture/careers/