HNW Tax Manager — Client Relationships Lead

Mercer Advisors; Columbus (OH); Híbrido; USD 106.000 - 125.000; Jornada completa

Descripción de la vacante

Mercer Advisors is seeking a Tax Manager to join our Tax Team in a hybrid Columbus, OH role. You will lead client relationships, prepare and review income tax returns for high-net-worth individuals, trusts, and businesses, and deliver tax projections and analyses.

You will mentor a team of Tax professionals, stay current on tax law changes, and communicate effectively with clients and wealth advisors in a fast-paced environment. Strong public accounting background and CPA/EA are required.

Formación

• Minimum 5+ years of public accounting experience, or equivalent.
• 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 Axcess, Workflow and Practice, and SafeSend, 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.

Responsabilidades

• 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 communicate 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.

Conocimientos

Client service

Communication skills

Time management

Detail-oriented

Tax code knowledge

Educación

Bachelor’s degree in Accounting or related field

CPA or EA certification

Master’s degree in Tax

Herramientas

CCH Axcess Workflow Practice SafeSend

Descripción del empleo

Mercer Advisors is seeking a Tax Manager to join our Tax Team in a hybrid Columbus, OH role. You will lead client relationships, prepare and review income tax returns for high-net-worth individuals, trusts, and businesses, and deliver tax projections and analyses.

You will mentor a team of Tax professionals, stay current on tax law changes, and communicate effectively with clients and wealth advisors in a fast-paced environment. Strong public accounting background and CPA/EA are required.