Tax Manager

Are you ready to elevate your career with a leading accounting and advisory firm that values innovation, excellence, and professional growth? At Mercadien, we are committed to delivering exceptional service to our clients while fostering a supportive and dynamic work environment for our team. We are seeking a highly motivated and experienced Tax Manager to join our Individual Services team, with a specialized focus on trusts and estates.

This is more than just a job—it's an opportunity to make a significant impact on our clients' financial well-being, lead a talented team, and grow your career in a firm that values your expertise and dedication.

Why Join Mercadien?

• Professional Growth: At Mercadien, your career development is a priority. We offer continuous learning opportunities, mentorship, and clear paths for advancement.
• Impactful Work: Take on a pivotal role where your expertise in trusts and estates will directly influence the financial futures of high-net-worth clients.
• Innovative Environment: Join a forward-thinking firm that embraces new ideas and technologies to provide the best solutions for our clients.
• Collaborative Culture: Work alongside a team of passionate professionals who are committed to excellence and supportive of each other's success.
• Competitive Benefits: Enjoy a comprehensive benefits package, including competitive salary, health insurance, retirement plans, and paid time off.

Responsibilities

• Trusts and Estates Management: Lead and review complex tax returns for trusts, estates, and high-net-worth individuals, ensuring compliance with all relevant tax regulations.
• Tax Compliance: Guarantee the timely and accurate filing of all tax returns related to trusts and estates, as well as individual, corporate, and partnership tax returns.
• Strategic Tax Planning: Provide innovative tax planning and consulting services, developing strategies to minimize tax liabilities for trusts, estates, and beneficiaries.
• Tax Research: Stay ahead of the curve by conducting thorough tax research and staying updated on new tax laws and regulations, particularly those affecting trusts and estates.
• Client Relationship Management: Build and maintain strong client relationships, serving as the go-to expert for all tax-related matters concerning trusts and estates.
• Team Leadership: Inspire, train, and mentor junior tax staff, fostering a collaborative and supportive work environment, and ensuring the team is well-versed in the latest developments in trust and estate taxation.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field

• CPA or EA required

• Minimum of 5-7 years of progressive tax experience, including supervisory roles

• Excellent interpersonal and client relationship skills

• Ability to be flexible and adapt to a unique client needs driven practice

• Strong proficiency with Microsoft Office and other computer software applications

• Ability to perform several tasks concurrently with ease and professionalism

• Must be able to communicate clearly both verbally and in written format. A strong command of the English language and grammar is necessary

Benefits

• Hybrid policy (2 days in office or at client site)
• Highly competitive salaries and bonus programs
• Medical, dental, life, and long-term disability insurance
• Competitive 401K match
• Paid holidays, vacation and sick time
• Business casual dress code: dress for your day
• Mentorship and training opportunities
• Internal committees and clubs
• Various social gatherings & events
• Strong focus on the Mercadien community
• Cutting edge technology

Mercadien is a leading and growing regional accounting and advisory firm with partners and staff that believe our best work starts with our people. When you come on board, you become a part of our community and extended family. We’re entrepreneurs at heart; passionate about creating opportunities, innovating inside and outside of our business, achieving work/life integration, helping our employees reach their potential, and having fun!

Our core values:
Integrity, excellence, responsibility, creativity, and respect are the foundation of our firm. They inform and guide us in everything we do and fuel…