Staff Product Manager - Tax/Treasury

MongoDB • Palo Alto, CA

6h • 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)
• Infrastructure-as-code
• 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

• equity
• participation in the employee stock purchase program
• flexible paid time off
• 20 weeks fully-paid gender-neutral parental leave
• fertility and adoption assistance
• 401(k) plan
• mental health counseling
• access to transgender-inclusive health insurance coverage
• health benefits offerings

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees