Senior Director, Product Manager - Tax

Job Summary:

We're looking for a Director of Product Management to own the end-to-end tax experience for clients, tax managers, and advisors at Mercer Advisors, using AI-powered technology for tax preparation and tax planning. You'll own the product vision, strategy, and execution.

Tax is a core part of the family office Mercer Advisors delivers to clients. You'll be a key member of our tax service transformation, translating business needs into product capabilities that drive measurable impact for clients, tax managers, and advisors.

This is a fully remote position with a strong preference for candidates in the San Francisco bay area.

Essential Job Functions for this role include:

Lead the Product

•     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 our teams continue to deliver high-quality tax services to clients

Lead a Cross-Functional Pod

•     Partner daily with engineering, design, data, and tax leadership

•     Run agile ceremonies and ensure your pod has what they need to deliver

•     Coordinate across Technology, Tax, Wealth Management, and Operations teams

•     Manage relationships with external partners, including tax preparation software vendors

Shape the AI-Powered Tax Transformation

•     Set direction for a suite of AI agents that work alongside our tax preparation software

•     Decide what to automate next and where tax managers stay in the loop

•     Own a rigorous eval process to measure accuracy and quality of AI outputs

•     Use AI to make yourself and your team more effective at building

Integrate Tax into the Whole

•     Make our AI-powered tax solution a first-class member of the Mercer Advisors technology stack

•     Ensure clients and advisors experience tax as part of one connected family office, not a separate tool

•     Build on shared Mercer Advisors platform capabilities instead of standing up one-off tax tools

•     Partner with security and compliance to protect sensitive client tax data

Drive Outcomes

•     Raise the bar on our product culture of delivering impact, not features

•     Define success metrics and track progress against them

•     Continuously improve based on usage data and feedback from tax managers, advisors, and clients

•     Communicate results, impact, and decisions to stakeholders and executive leadership

Knowledge, Skills, and Abilities:

Experience

•     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)

Skills

•     Strong ability to translate complex business processes into clear product requirements

•     Familiarity with LLM evaluation and human-in-the-loop design

•     Data fluency: you can define metrics, interpret dashboards, and make decisions from data

•     Excellent communication across technical and non-technical audiences

Mindset

•     Bias toward action while delivering great products

•     Comfortable with ambiguity and leading change in a live operating business

•     User-obsessed: you start with the needs of clients, tax managers, and advisors and work backward

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.  At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.  Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.  Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

Application Deadline: The initial deadline for applications is 11/1/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

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