Director, Product Manager - Tax

Mercer Advisors•San Francisco, CA

1d•Remote

About The Position

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.

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: you can 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: you start with the needs of clients, tax managers, and advisors and work backward

Responsibilities

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
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
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
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
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

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