Director, Product Manager – Tax

Mercer Advisors

. Own the tax product roadmap from discovery through delivery, covering the full client journey from document intake to filed return and tax planning .

Posted 10/9/2026full-timeRemote • California • United StatesLead💰 $160,000 - $190,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in product management with a focus on AI integration, delivering measurable impact while ensuring compliance and accuracy. Capable of leading cross-functional teams and translating complex business processes into actionable product requirements.

Highest-signal resume keywords

Product ManagementAI IntegrationCross-Functional LeadershipData FluencyUser-Obsessed Approach

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Product Roadmap DevelopmentAgile MethodologiesAI Application in BusinessMetrics DefinitionCompliance Standards

Soft Skills

Excellent CommunicationBias Toward ActionComfort with Ambiguity

Tools & Technologies

Tax Preparation SoftwareAI AgentsData Dashboards

Industry Keywords

Tax ServicesClient JourneyTransformational ChangeHuman-in-the-Loop Design

About the role

Key responsibilities & impact

Own the tax product roadmap from discovery through delivery, covering the full client journey from document intake to filed return and tax planning
Lead transformational change while teams continue delivering high-quality tax services
Partner daily with engineering, design, data, and tax leadership
Run agile ceremonies and ensure the product pod has what it needs to deliver
Coordinate across Technology, Tax, Wealth Management, and Operations teams
Manage relationships with external partners, including tax preparation software vendors
Set direction for a suite of AI agents working alongside tax preparation software
Decide what to automate next and where tax managers stay in the loop
Own a rigorous evaluation process to measure accuracy and quality of AI outputs
Use AI to improve individual and team effectiveness
Integrate the AI-powered tax solution into the Mercer Advisors technology stack
Ensure clients and advisors experience tax as part of one connected family office
Build on shared Mercer Advisors platform capabilities rather than one-off tax tools
Partner with security and compliance to protect sensitive client tax data
Define success metrics and track progress
Continuously improve based on usage data and feedback from tax managers, advisors, and clients
Communicate results, impact, and decisions to stakeholders and executive leadership

Requirements

What you’ll need

7+ years in product management, with a track record of delivering measurable impact
Track record of using AI to solve real business problems
Experience shipping products in domains where accuracy and compliance matter
Experience working in or leading cross-functional pods (engineering, design, data)
Strong ability to translate complex business processes into clear product requirements
Familiarity with LLM evaluation and human-in-the-loop design
Data fluency: ability to define metrics, interpret dashboards, and make decisions from data
Excellent communication across technical and non-technical audiences
Bias toward action while delivering great products
Comfortable with ambiguity and leading change in a live operating business
User-obsessed approach focused on clients, tax managers, and advisors

Benefits

Comp & perks

Company Paid Basic Life & AD&D Insurance
Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Kaiser Medical plans available in California
Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account for child and dependent care.
14 Company Paid Holidays including a full week off at Thanksgiving.
Generous paid time off program for vacation and sick days
Employee Assistance Plan
Family Medical Leave
Paid Parental Leave (8 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
Pet Insurance
Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
Incentive compensation eligibility through one of Mercer Advisors’ incentive compensation programs
Basic technology needs provided for a dedicated office space or home office workspace