Hybrid UHNW Tax Leader – Senior Manager

Mercer Advisors Inc.; Irvine (CA); Hybrid; USD 136,000 - 160,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Paid holidays

Paid time off

Parental leave

Life insurance

Job summary

Mercer Advisors is seeking a Sr. Tax Manager (UHNW) to join our Tax Team. You will lead client relationships, review and deliver income tax returns, tax projections, and analysis for high-net-worth clients.

We value a client-focused approach, clear communication, and the ability to multi-task in a busy tax services environment. The role offers a hybrid schedule, opportunities to mentor Senior Tax Associates and Tax Associates, and a collaborative atmosphere with wealth advisors.

Qualifications

• 7+ years of public accounting experience.
• Bachelor’s degree in Accounting or related field.
• CPA and/or EA required.
• Advanced degree preferred (e.g., MST, JD, LLM, CFP).
• Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus.

Responsibilities

• Research, analyze, review and sign tax returns for individual, trust, and business tax returns for HNW and UHNW clients.
• Provide insight on clients’ current entity structures, family businesses, entity level tax issues and philanthropic strategies.
• Analyze, prepare, review, or adjust quarterly estimates and projections as needed.
• Communicate with clients on all matters related to income tax returns.
• Respond to tax questions, estimates, projections, and analysis in a timely, clear manner.
• Assist staff with tax notices and agency correspondence.

Skills

Public accounting

Tax compliance

Client communication

Mentoring

Time management

Education

Bachelor's degree in Accounting

CPA or EA

Advanced degree preferred

Tools

CCH Axcess

Workflow

Practice

SafeSend

Job description

Mercer Advisors is seeking a Sr. Tax Manager (UHNW) to join our Tax Team. You will lead client relationships, review and deliver income tax returns, tax projections, and analysis for high-net-worth clients.

We value a client-focused approach, clear communication, and the ability to multi-task in a busy tax services environment. The role offers a hybrid schedule, opportunities to mentor Senior Tax Associates and Tax Associates, and a collaborative atmosphere with wealth advisors.