Product Owner- Tax Solutions
@ Wealth.com

Hybrid
$190,000
Hybrid
Full Time
Posted 21 hours ago

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Job Details

About wealth.com

Wealth.com is the industry’s leading estate planning platform, empowering financial advisors to offer modern, comprehensive estate planning solutions through cutting-edge technology, AI, and human expertise. Our innovative culture and revenue-generating momentum have earned us recognition as a Great Place to Work for 2024 and a finalist for Fast Company’s Best Workplaces for Innovators.

About The Role

As a Product Owner- Tax Solutions at wealth.com, you will play a critical role in defining and delivering advanced planning solutions for financial advisors. You will leverage deep technical expertise to translate complex tax strategies into intuitive software tools. This role involves cross-functional collaboration with design, legal, engineering, and go-to-market teams to bring tax solutions from concept through delivery.

What You’ll Do

  • Shape the roadmap: Identify key tax planning pain points and opportunities for HNW and UHNW clients.
  • Ideate solutions: Convert complex tax strategies into user-friendly workflows and calculators.
  • Guide product design: Collaborate on wireframes and prototypes to simplify tax concepts.
  • Drive execution: Work with engineers to build accurate, scalable, advisor-friendly solutions.
  • Test and refine: Validate product concepts via user interviews, prototypes, and beta programs.
  • Champion quality: Ensure all tax calculations and outputs meet stringent standards.

What We’re Looking For

  • Proven product owner or manager experience in tax planning.
  • Expertise in areas like income tax optimization, entity planning, and wealth transfer techniques.
  • Background with wealth management firms or tax-focused software companies.
  • Ability to simplify complex tax concepts into intuitive user tools.
  • Excellent communication skills for cross-functional collaboration.
  • A collaborative mindset with enthusiasm for building innovative products.

Why You’ll Love Working for wealth.com

  • Competitive salary.
  • Fully remote with periodic in-person meetups.
  • Full medical and dental benefits.
  • Unlimited PTO and supportive work-life balance.
  • Paid Parental Leave, company equity, and 401k with match.
  • Free estate planning services.

Key skills/competency

Product Ownership, Tax Planning, Estate Planning, FinTech, AI, UX Design, Cross-functional Collaboration, Tax Strategy, Software Development, Innovation

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How to Get Hired at Wealth.com

🎯 Tips for Getting Hired

  • Customize your resume: Highlight tax planning and product ownership expertise.
  • Research wealth.com: Understand their innovative estate planning platform.
  • Prepare for interviews: Showcase cross-functional collaboration skills.
  • Showcase technical skills: Emphasize tax strategy and software tool experience.

📝 Interview Preparation Advice

Technical Preparation

Review tax strategy fundamentals.
Study product management methodologies.
Practice software workflow prototyping.
Understand financial advisory tools.

Behavioral Questions

Describe your cross-functional teamwork approach.
Explain handling complex project challenges.
Share experience in fast-paced environments.
Discuss your problem-solving mindset.

Frequently Asked Questions