Director, Product Manager – Tax

🔥 3 hours ago

🏄 California – Remote

🏄 California – Remote

💵 $160k - $190k / year

⏰ Full Time

🔴 Lead

✅ Product Manager

👻 Ghost score 0%

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

🛡️ Insurance

💼 Consulting

💳 Fintech

Insurance • Consulting • Fintech

Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.

📋 Description

• 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

• 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

• 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