Senior Tax Manager – Remote for Tech Founders & Equity

Mercer Advisors; United States; Remote; USD 140,000 - 165,000; Full time

Benefits offered by this job

Health insurance

401(k) Retirement Plan

Paid holidays

Paid parental leave

Family medical leave

Pet Insurance

HSA with company contributions

Job summary

Mercer Advisors, through Fifteenth by Mercer Advisors, is seeking a Senior Tax Manager to lead client relationships and own tax work for a tech-focused book of clients. You will review and sign returns, build projections and planning analyses, and advise on equity compensation strategies.

We use AI-driven workflows and collaborate with engineers to shape tools, while offering a remote role within the U.S. with strong professional growth and a comprehensive benefits package.

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.
• Experience leading client relationships and explaining complex topics simply.
• Comfort owning your work end to end.
• Curiosity about AI and new tools.
• A real passion for client service.
• Experience with CCH Axcess and Bloomberg Tax (BNA) Income Tax Planner is a plus.

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.
• Advise clients on equity compensation: ISOs, NSOs, RSUs, ESPPs, 83(b) elections and exercise strategy.
• Help founders and investors with liquidity events, QSBS, fund K-1s and carried interest.
• Answer client tax questions clearly and quickly.
• Resolve tax notices and agency correspondence.
• Track tax law changes and explain what they mean for clients.
• Test new AI-driven workflows and give the engineering and product teams direct feedback.

Skills

Tax planning

Client relationships

Equity compensation

End-to-end ownership

AI interest

Communication

Customer service

Tax software

Education

CPA or EA certification

Tools

CCH Axcess

Bloomberg Tax (BNA) Income Tax Planner

Job description

Mercer Advisors, through Fifteenth by Mercer Advisors, is seeking a Senior Tax Manager to lead client relationships and own tax work for a tech-focused book of clients. You will review and sign returns, build projections and planning analyses, and advise on equity compensation strategies.

We use AI-driven workflows and collaborate with engineers to shape tools, while offering a remote role within the U.S. with strong professional growth and a comprehensive benefits package.