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About the Role

Mercer Advisors is seeking a Tax Manager to join their Tax Team. This role focuses on providing tax compliance services to high-net-worth clients, offering a great work/life balance and a supportive environment without the pressures of billable hours or business development requirements found in traditional public accounting firms. The Tax Manager will lead client relationships, prepare and review tax returns, projections, and analysis, and communicate effectively with clients and internal teams.

Responsibilities

Prepare, review, and sign tax returns for high-net-worth individuals, trusts, and businesses.
Create quarterly estimates and projections.
Communicate clearly and concisely with clients regarding income tax return delivery.
Perform tax research.
Respond timely and accurately to client inquiries about tax estimates, projections, and analysis.
Work with tax staff to respond to tax notices and review correspondence.
Stay updated on tax law changes and communicate their effects to clients.
Mentor Senior Tax Associates, Tax Associates, and/or Tax Support Specialists.

Requirements

Minimum 5+ years of public accounting experience, or equivalent.
Bachelor’s degree in Accounting or related field.
Strong tax code knowledge and general accounting skills.
CPA and/or EA required.
Highly organized and tax-oriented.
Ability to handle a large volume of activities simultaneously.
Ability to communicate concepts to clients and advisors concisely and understandably.
Detail-oriented with excellent time-management skills.

Skills

Client service
Individual and entity tax preparation and review
Communication skills
Multi-tasking
Tax research
Tax law
Mentoring

Location

National footprint

Work Type

Hybrid

Experience Level

5+ years

Education Level

Bachelor's degree in Accounting or related field
Master's degree in Tax a plus

Salary/Compensations

$106,000—$125,000 USD

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
Kaiser Medical plans available in California
Health Savings Account (HSA) with company contributions
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account
14 Company Paid Holidays
Generous paid time off program
Employee Assistance Plan
Family Medical Leave
Paid Parental Leave (8 weeks)
Maternity benefits
Adoption Assistance Reimbursement Program
Company Paid Concierge Services
401(k) Retirement Plan with match
Pet Insurance
Personalized financial planning and guidance at preferred employee pricing

About the Company

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.
Delivers comprehensive care for clients.
Serves over 31,300 families across 90+ cities in the U.S.
Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years.
An independent fiduciary legally bound to act in clients’ best interests.
Offers a workplace where more than half of employees and client-facing professionals are women.
Builds teams around exceptional talent with a flexible, national footprint.

Equal Opportunity

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law.
Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.