Tax Manager; Chicago, IL

Job Summary

The Tax Manager acts as a client‑facing leader within the Tax Team, delivering high‑quality tax compliance services to high‑net‑worth individuals, trusts, and businesses. The role involves preparing, reviewing, and signing income tax returns, preparing tax projections and analysis, and providing exceptional client service in a fast‑paced environment. The position is fully managed and does not include audit or assurance work or active business development requirements.

• 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 the delivery of tax returns.
• Conduct tax research and provide timely responses to tax questions and requests.
• Respond to tax notices and review correspondence with tax staff.
• Stay current on tax law changes and communicate their impact to clients.
• Mentor a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists in the local office or region, as assigned.
• Perform any other duties as assigned.

• Minimum 5+ years of public accounting experience or equivalent.
• Bachelor’s degree in Accounting or a related field.
• Strong knowledge of the tax code and general accounting.
• CPA and/or EA required;
  Master’s degree in Tax is a plus.
• Experience with CCH products such as Axcess, Workflow and Practice, and Safe Send is a plus.
• Highly organized, detail‑oriented with excellent time‑management skills.
• Capable of handling a large volume of tasks simultaneously.
• Strong written and verbal communication skills, able to explain complex concepts concisely.

Standard business hours Monday‑Friday 8 AM‑5 PM. Saturday work may be required during tax season. Early or late hours may be necessary to meet client and internal deadlines.

The position may be performed in a professional office environment or a dedicated home office. The workspace must be free of interruptions. Routine sitting and standing for periods of time; no heavy lifting over 10 lbs. Basic technology needs will be provided.

$106,000 — $125,000 USD per year, plus incentive compensation through one of Mercer Advisors’ programs.

• Company‑paid basic life and 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 and one traditional co‑pay plan;
  Kaiser plans available in California.
• Health Savings Account with company contributions for HDHP plans.
• Two comprehensive dental plans.
• Vision insurance.
• 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 program.
• Family medical leave.
• Paid parental leave (8 weeks). Maternity benefits include company‑paid STD, supplemental STD, and parental leave.
• Adoption assistance reimbursement program.
• Company‑paid concierge services.
• 401(k) retirement plan with traditional and Roth options and employer match.
• Pet insurance.
• Personalized financial planning and guidance for employees at preferred 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.

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