Staff Product Manager - Tax/Treasury

MongoDB•Palo Alto, CA

4h•Hybrid

About The Position

We are seeking a highly technical Staff Product Manager to own the architecture, roadmap, and delivery of enterprise-grade Treasury and Tax platforms. This role operates at the intersection of Finance, Engineering, Security, and Compliance, driving system design decisions, integrations, and data strategy for mission-critical financial workflows. You will lead modernization of treasury and tax technology stacks, define system architectures, manage complex integrations, and ensure data accuracy, scalability, and regulatory compliance across global operations. We're looking to speak with candidates in Palo Alto, San Francisco, or New York City for our hybrid working model.

Requirements

10+ years in Product, Systems, or Technical Program roles
Deep hands-on experience with: ERP systems (NetSuite, SAP, Oracle) TMS platforms (Kyriba, GTreasury, FIS) Tax engines (Vertex, Avalara, OneSource)
Strong understanding of: ISO 20022 SWIFT MT/MX Payment file formats (NACHA, BAI2, CAMT)
Experience designing: Microservices architectures Event-driven systems High-volume financial data pipelines
Working knowledge of: SQL API testing tools (Postman, Swagger) Data warehouses (Snowflake, BigQuery)

Nice To Haves

Experience with: Middleware (MuleSoft /Workato) Cloud platforms (AWS, GCP, Azure)
Background in: Accounting Treasury operations Tax compliance

Responsibilities

Product Architecture & Technical Strategy Own end-to-end system architecture for Treasury and Tax platforms
Define target-state architecture including: ERP integrations (NetSuite or SAP) TMS platforms (Kyriba or GTreasury) Tax engines (Vertex/Avalara/OneSource) Banking APIs, SWIFT, host-to-host connections
Drive API-first and event-driven architecture for real-time cash and tax data
Define data models for: Bank transactions Cash positions FX exposures Tax jurisdiction mapping
Partner with Data Engineering on financial data pipelines (ETL, streaming)
Systems & Integrations Own design and delivery of: Bank connectivity (SWIFT MT/MX, ISO 20022, APIs, SFTP) Payment rails (ACH, wires, SEPA, RTP) ERP ↔ TMS ↔ Tax engine integrations
Define integration standards: REST/GraphQL APIs Webhooks Middleware (MuleSoft, Boomi, Workato)
Drive master data governance for: Bank accounts Legal entities Chart of accounts Tax codes and jurisdictions
Lead system migration and platform consolidation initiatives
Treasury Technical Ownership Build and scale platforms supporting: Real-time cash positioning Liquidity forecasting models Automated bank reconciliations FX exposure calculation engines Hedge accounting automation Payment orchestration and approvals
Implement fraud detection and payment controls Enable role-based access control (RBAC) and segregation of duties (SoD)
Tax Technical Ownership Architect solutions for: Real-time tax calculation (VAT, GST, sales tax) E-invoicing (PEPPOL, CFDI, SAF-T) Transfer pricing automation Tax provisioning (ASC 740) Jurisdictional rule engines
Integrate: Billing platforms Order management systems ERP GL & subledgers
Design audit-ready data lineage and traceability
Delivery & Engineering Execution Write technical PRDs including: Sequence diagrams API contracts Data schemas Non-functional requirements (SLA, RTO, RPO)
Lead Architecture reviews, Design sessions, Security assessments
Manage backlog at feature and system level
Drive CI/CD enablement and release automation
Define test strategy: Integration testing Regression automation UAT frameworks
Security, Risk & Compliance Own: SOX controls PCI DSS (payments) SOC2 compliance
Partner with Security on: Key management Tokenization Encryption (at rest & in transit)
Ensure: Data residency compliance GDPR readiness Audit logging & monitoring
Data & Analytics Build: Treasury data marts Tax reporting layers
Enable: Self-service analytics Executive dashboards
Define: Data quality SLAs Reconciliation logic
Support: Forecast accuracy modeling Scenario simulations

Benefits

From employee affinity groups, to fertility assistance and a generous parental leave policy , we value our employees’ wellbeing and want to support them along every step of their professional and personal journeys.

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