Director, Product Manager - Tax

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

• Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here**.

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, i…