Product Owner

Summary

Join Wealth.com, a leading estate planning platform, as a tax planning expert to play a critical role in developing advanced planning solutions for financial advisors. You will translate complex tax strategies into intuitive software tools, collaborating with various teams to ensure accuracy and user-friendliness. This role involves shaping the product roadmap, ideating solutions, guiding product design, driving execution, testing and refining products, and championing quality. The ideal candidate possesses a strong background in tax planning, ideally as a CPA, EA, or JD, and deep expertise in areas such as income tax optimization and wealth transfer techniques. Excellent communication and collaboration skills are essential. Wealth.com offers a competitive salary, fully remote work, full medical and dental benefits, unlimited PTO, paid parental leave, company equity, 401k matching, and free estate planning.

Requirements

• A strong background in tax planning, ideally as a CPA, EA, or JD with significant tax experience
• Deep expertise in areas such as income tax optimization, entity planning, charitable strategies, wealth transfer techniques, or business owner tax planning
• Experience within an advanced planning team at a wealth management firm, or a tax-focused software company (e.g. Intuit QuickBooks) where you helped translate tax expertise into products or workflows
• Passion for simplifying complex concepts into user-friendly tools
• Excellent communication skills — you can explain advanced tax strategies to engineers, designers, and non-experts alike
• A collaborative mindset with excitement about building something new

Responsibilities

• Shape the roadmap: Identify key tax planning pain points and opportunities for advisors serving HNW and UHNW clients
• Ideate solutions: Translate complex tax strategies into intuitive workflows and calculators that advisors can use to deliver value
• Guide product design: Collaborate with designers to wireframe and prototype experiences that simplify intricate tax concepts
• Drive execution: Partner with engineers to ensure the solutions we build are accurate, scalable, and advisor-friendly
• Test and refine: Help validate product concepts through user interviews, prototypes, and beta programs
• Champion quality: Ensure that all tax calculations, outputs, and educational content meet rigorous technical standards

Benefits

• Competitive Salary
• Fully remote, flexible work environment. We do however meet together in person several times a year
• Full medical and dental benefits
• Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged
• Paid Parental Leave
• Company equity managed through Carta
• 401k with Match and 100% vesting upon hire
• Free estate planning!