Tax Partner - UHNW (San Francisco

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 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.

At Mercer Advisors, our purpose is to amplify and simplify our clients’ financial lives through a fully integrated family office offering. We bring together fiduciary professionals across disciplines to do the best work of their careers—as one unified team committed to doing what’s right for clients. We continue to reinvest in our people and platform so that our growth creates more opportunities for teammates and more value for clients.

Regis is Mercer Advisors’ offer designed for ultra-high net worth families with complex, multi-generational wealth. Regis clients often have the means to build their own family office, and they require a deeply integrated wealth management experience with the highest level of service, coordination, and sophistication. We are a team of world-class fiduciary professionals delivering holistic advice across investments, financial planning, estate strategy, tax strategy, and more with the aim of making every client feel like our only client.

We are seeking an exceptional Tax Partner - Regis - to serve as the lead tax advisor, strategist, and subject matter expert for our Regis families. You will lead engagements alongside senior wealth advisors and other Regis team members, with direct accountability for the tax outcomes and experience of our most complex families. This is not a support or review role—you will bring the credibility, judgment, and gravitas that UHNW families expect from their most trusted advisors.

• Serve as the lead tax advisor and primary point of accountability for a select group of Regis families, maintaining and growing a book of clients with balance sheets that often exceed +$100M.
• Build practical, year-round, and multi-year tax strategies tailored to each family’s goals, ownership structures, businesses, trusts, investments, charitable activities, and succession plans.
• Lead and develop a select team of UHNW-focused tax professionals supporting Regis engagements, overseeing staffing, engagement economics, billing, and service quality.
• Identify planning opportunities and risks arising from business transactions, concentrated positions, real estate, carried interests, equity compensation, major charitable gifts, residency changes, and cross-border exposure (foreign trusts, PFICs, GILTI, FATCA/FBAR) bringing in specialists when the issue calls for deeper expertise.
• Oversee tax compliance at a level appropriate to each engagement: directly, when Mercer prepares the returns, or through active review and coordination when a family’s own CPA firm or internal tax team handles preparation.
• Lead the response to significant federal and state tax notices, examinations, and controversy…