[Hiring] Director, Product Manager - Tax @Mercer Advisors

Role Description

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.

Qualifications

• 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).

Requirements

• 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.

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.