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Staff Product Manager - Tax/Treasury

icon building Company : Mongodb
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Job Description - Staff Product Manager - Tax/Treasury

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.


Core 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



Required Technical Skills



  • 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)



Preferred Qualifications



  • Experience with:


    • Middleware (MuleSoft /Workato)

    • Cloud platforms (AWS, GCP, Azure)

    • Infrastructure-as-code


  • Background in:


    • Accounting

    • Treasury operations

    • Tax compliance



About MongoDB


MongoDB is built for change, empowering our customers and our people to innovate at the speed of the market. We have redefined the database for the AI era, enabling innovators to create, transform, and disrupt industries with software. MongoDB’s unified database platform—the most widely available, globally distributed database on the market—helps organizations modernize legacy workloads, embrace innovation, and unleash AI. Our cloud-native platform, MongoDB Atlas, is the only globally distributed, multi-cloud database and is available across AWS, Google Cloud, and Microsoft Azure.


With offices worldwide and nearly 60,000 customers—including 75% of the Fortune 100 and AI-native startups—relying on MongoDB for their most important applications, we’re powering the next era of software.


Our compass at MongoDB is our Leadership Commitment, guiding how and why we make decisions, show up for each other, and win. It’s what makes us MongoDB. 


To drive the personal growth and business impact of our employees, we’re committed to developing a supportive and enriching culture for everyone. From employee affinity groups, to fertility assistance and a generous parental leave policy, we value our employees’ wellbeing and want to support them along every step of their professional and personal journeys. Learn more about what it’s like to work at MongoDB, and help us make an impact on the world!


MongoDB is committed to providing any necessary accommodations for individuals with disabilities within our application and interview process. To request an accommodation due to a disability, please inform your recruiter.


MongoDB, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type and makes all hiring decisions without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.


Req ID: 4263321400

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