Tax Manager - West Coast (Hybrid

Why Work at Mercer Advisors?

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 31,300 families across 90+ 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

We are looking for a Tax Manager I to join our Tax Team. The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors to provide tax compliance services to our high-net-worth clients. We are looking for someone who loves client service but does not enjoy the headaches of billable hours in a traditional public accounting firm.

We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements.

As a member of the Tax Team, the Tax Manager I is primarily responsible for leading client relationships, preparing, reviewing and delivering income tax returns, tax projections, and analysis for our clients. The Tax Manager I has a passion for client service with experience in individual and entity tax preparation and review. The Tax Manager I is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax services environment.

• Prepare, review and sign tax returns for high-net-worth individuals, trusts, and businesses
• Create quarterly estimates and projections.
• Responsible for clear & concise communication with clients on all matters related to the delivery of income tax returns
• Perform tax research
• Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients
• Work with tax staff to respond to tax notices and review of correspondence
• Stays up to date on tax law and any changes, as well as communicates the effects of the law changes to clients
• Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists in the local office or region, as assigned.
• All other duties as assigned

• Minimum 5+ years of public accounting experience, or equivalent experience
• Bachelor’s degree in Accounting or related field
• Strong tax code knowledge and general accounting skills
• CPA and/or EA required
• Master’s degree in Tax a plus
• Experience with CCH, including Axcess, Workflow and Practice, and Safe Send, a plus.
• Highly organized and tax-oriented
• Ability to handle a large volume of activities at one time
• Ability to communicate concepts to clients and advisors in concise and understandable fashion
• Must be detail-oriented and have excellent time-management skills

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late…