Senior Tax Director - West Coast

Mercer Advisors Inc.; United States; Hybride; USD 180 000 - 225 000; Plein temps

Avantages offerts par ce poste

Health insurance

Dental plans

401(k) plan

Paid holidays

Résumé du poste

Mercer Advisors seeks a Tax Director to lead the tax team, deepen UHNW client relationships, and deliver sophisticated tax planning and returns. You will sign returns, provide projections, and guide clients with clear, insightful tax strategies.

The role emphasizes client service, teamwork, and a consultative approach, with no audits or assurance work, and a strong work-life balance. This is a hybrid position with opportunities to engage with diverse clients.

Qualifications

• 15+ years public accounting or equivalent tax experience.
• Advanced degree or designation required (CPA, JD, MS/LLM).
• Advanced tax code knowledge and accounting skills.
• Experience with CCH Axcess/Workflow/Practice and SafeSend is a plus.
• Strong organization and time-management skills.
• Ability to explain complex tax concepts clearly to clients and advisors.
• Detail-oriented with collaborative mindset.
• Client-first attitude and excellence in service.

Responsabilités

• Lead and deepen client relationships with UHNW clients.
• Review and sign income tax returns for UHNW clients.
• Provide tax projections and analysis for UHNW clients.
• Communicate tax strategies clearly to clients and advisors.
• Mentor tax staff and support knowledge advancement.
• Work with the dedicated Sales team to focus on client needs.
• Support tax planning and compliance in a fast-paced environment.
• Handle additional duties as assigned.

Connaissances

Advanced tax knowledge

Client service

Strong communication

Time management

Team player

Formation

CPA or JD or MS/LLM

Outils

CCH Axcess/Workflow/Practice

SafeSend

Description du poste

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.

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.

Job Summary

Tax is the foundation of planning at Mercer Advisors. Our Team is a dedicated team of professionals who work in conjunction with our wealth advisors, and other in-house experts, to provide tax planning and compliance services to our clients. We are looking for a Tax Director to join our Tax team to deliver tax planning strategies for our high-net-worth and ultra-high net worth (UHNW) clients. We are looking for someone who loves client service but does not enjoy the headaches of a traditional public accounting firm. We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements.

As a member of the Tax Team, the Tax Director is primarily responsible for leading and deepening client relationships, reviewing and signing income tax returns, delivering tax projections and analysis for our UHNW clients. The Tax Director is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax preparation environment.

Unlike other firms, Mercer has a dedicated Sales team so that our wealth advisors and tax experts can focus exclusively on their clients. Our Tax Directors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of tax and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario.

Essential Job Functions Will Include

• Partners with UHNW clients to identify their tax goals, analyze their tax landscape and develop recommendations that help them work towards their tax and financial planning objectives.
• Communicates complex tax solutions to clients, utilizing interpersonal communication and relationship building skills.
• Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate tax and financial planning solutions.
• Review and sign individual, gift, trust, corporate and partnership tax returns for a UHNW clients
• Provide insight on clients’ current entity structures, family businesses, corporate tax issues and philanthropic strategies.
• Research and analyze sophisticated models of wealth transfer and philanthropic strategies for clients, incorporating federal and state income tax consequences.
• Responsible for clear & concise communication with clients on all matters related to the delivery of tax strategy and income tax returns
• Work with tax staff to respond to tax notices and review of correspondence
• Assist with the advancement of technical knowledge and mentorship of less experienced tax team members
• All other duties as assigned

Required Knowledge, Skills, And Abilities

• Minimum 15+ years of public accounting experience, or equivalent tax experience
• Advanced degree or designation required (e.g., CPA or JD, MS/LLM)
• Advanced tax code knowledge, application and accounting skills
• Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus
• Highly organized
• Ability to communicate concepts to clients and advisors in concise and understandable fashion
• Must be detail-oriented and have excellent time-management skills
• Team player, collaborative and able to work in concert with others
• Client first attitude including a passion for providing an excellent client experience

Location:

Hybrid (needs to be within 30 miles of an office because will be required to meet clients in offices from time-to-time), with a preference for West Coast or Mountain.

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

Application Deadline

The initial deadline for applications is 11/22/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.

Base Pay Range

$180,000 - $225,000 USD

Benefits

• 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 offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays including a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered 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.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

Applicant Notices and Employment Rights

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