Senior Tax Manager (Fully Remote)

Mercer Advisors; United States; Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Life & AD&D insurance

Short/Long-term disability

Medical, dental, vision

Paid holidays

Generous PTO

Job summary

Mercer Advisors is seeking a senior tax professional to lead client relationships and serve as the main tax contact. You will handle complex individual returns, multi-state scenarios, and equity-heavy situations.

You will build and review tax projections, quarterly estimates, and planning analyses, delivering strategic insights for high-net-worth clients across diverse states.

Qualifications

• 8+ years of individual tax experience in public accounting or a similar setting.
• CPA or EA, with authority to sign returns.
• Deep knowledge of individual income tax, especially equity compensation and multi-state issues.

Responsibilities

• Lead client relationships and be the main tax contact for your clients.
• Review and sign individual income tax returns, including complex multi-state and equity-heavy returns.
• Build and review tax projections, quarterly estimates and planning analyses.

Skills

8+ years individual tax

CPA or EA

Equity compensation

Multistate tax

Job description

• Lead client relationships and be the main tax contact for your clients.
• Review and sign individual income tax returns, including complex multi-state and equity-heavy returns.
• Build and review tax projections, quarterly estimates and planning analyses.

What you bring:

• 8+ years of individual tax experience in public accounting or a similar setting.
• CPA or EA, with authority to sign returns.
• Deep knowledge of individual income tax, especially equity compensation and multi-state issues.

Benefits we offer:

• Company Paid Basic Life & AD&D Insurance and Short-Term/Long-Term Disability.
• Three Cigna medical plans, two dental plans, and Vision Insurance.
• 14 Company Paid Holidays and generous PTO program.

Mercer Advisors helps families simplify their financial lives through comprehensive financial planning, investment management, and tax services. Serving over 42,800 families across 110+ U.S. cities, they are ranked #1 RIA firm by Barron's and emphasize a diverse, flexible workplace.