Tax Manager; Encino, CA

Position Summary

Tax Manager – responsible for leading client relationships and preparing, reviewing, and delivering income tax returns, tax projections, and analysis for high‑net‑worth individuals, trusts, and businesses. The role emphasizes client service in a supportive environment without audit, assurance, or business development duties.

• 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 on all matters related to the delivery of income tax returns
• Perform tax research and respond to tax questions, estimates, projections, and analysis in a timely and accurate manner
• Respond to tax notices and review corresponding correspondence with tax staff
• Stay up to date on tax law changes and communicate the effects to clients
• Mentor a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists as assigned
• Perform additional duties as assigned

• Minimum 5+ years of public accounting experience or equivalent
• Bachelor’s degree in Accounting or related field
• Strong knowledge of tax code and general accounting skills
• CPA and/or EA required;
  Master’s degree in Tax a plus
• Experience with CCH, including Axcess, Workflow, Practice, and Safe Send, a plus
• Highly organized, tax‑oriented, and able to handle a large volume of activities simultaneously
• Excellent communication skills, able to explain concepts to clients and advisors in a concise and understandable fashion
• Detail‑oriented with excellent time‑management skills

Monday through Friday, 8AM to 5PM;
Saturdays as needed during tax season. May require early or late hours to meet business tasks and deadlines. Position may be performed in a professional office environment or a dedicated home office with basic technology provided.

$106,000—$125,000 USD

• 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 including two High Deductible Health Plans and one Traditional Co‑Pay plan
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in an HDHP plan
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account
• 14 Company‑Paid Holidays including a full week off at Thanksgiving
• Generous paid time off for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits with company‑paid STD, supplemental STD, and Parental Leave (8 weeks)
• Adoption Assistance Reimbursement Program
• Company‑Paid Concierge Services
• 401(k) Retirement Plan (Traditional, Roth, and after‑tax options with per‑pay‑period match)
• Pet Insurance
• Personalized financial planning and guidance at preferred employee pricing

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.