Senior Tax Manager

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 .

Fifteenth by Mercer Advisors is a tax planning group built for new wealth. Our clients are tech employees, founders, VCs and investors.

We're hiring a Senior Tax Manager to lead client relationships and own the tax work for a book of tech clients. You'll review and sign returns, build projections, and give planning advice that helps clients make better decisions about their equity and income.

Our tax group is also rethinking how tax work gets done. We use AI and technology to work smarter and faster. We test new processes constantly and work directly with our engineers and product team to shape the tools we use. This role is a big part of that.

What you'll do

• Lead client relationships and be the main tax contact for your clients.
• Review and sign individual income tax returns, including complex multi-state and equity-heavy returns.
• Build and review tax projections, quarterly estimates and planning analyses.
• Advise clients on equity compensation: ISOs, NSOs, RSUs, ESPPs, 83(b) elections and exercise strategy.
• Help founders and investors with liquidity events, QSBS, fund K-1s and carried interest.
• Answer client tax questions clearly and quickly.
• Resolve tax notices and agency correspondence.
• Track tax law changes and explain what they mean for clients.
• Test new AI-driven workflows and give the engineering and product teams direct feedback.

• 8+ years of individual tax experience in public accounting or a similar setting
• CPA or EA, with authority to sign returns
• Deep knowledge of individual income tax, especially equity compensation and multi-state issues
• Experience leading client relationships and explaining complex topics simply
• Comfort owning your work end to end
• Curiosity about AI and new tools
• A real passion for client service
• Experience with CCH Axcess and Bloomberg Tax (BNA) Income Tax Planner is a plus

Core hours are Monday through Friday, 9 AM to 6 PM local time. Some longer days come with tax deadlines. This role is remote within the U.S.

Final date to receive applications
:
The initial Final date to receive applications is 11/29/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not…