Senior Tax Manager - UHNW (Irvine, CA)

Mercer Advisors; Irvine (CA); Hybride; USD 136 000 - 160 000; Plein temps

Avantages offerts par ce poste

Health insurance

401(k) with match

Paid holidays

Paid time off

Parental leave

Life insurance

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Public accounting

Tax compliance

Client communication

Mentoring

Time management

Formation

Bachelor's degree in Accounting

CPA or EA

Advanced degree preferred

Outils

CCH Axcess

Workflow

Practice

SafeSend

Description du poste

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:

We are looking for a Sr. Tax Manager (UHNW) to join our Tax Team. The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors to provide tax compliance services to our high-net-worth and ultra-high-net-worth clients. 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 Sr. Tax Manager (UHNW) is primarily responsible for leading client relationships, reviewing and delivering income tax returns, tax projections, and analysis for our clients. The Sr. Tax Manager (UHNW) has a passion for client service with experience in individual and entity tax preparation and review. The Sr. Tax Manager is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax services environment.

This role benefits from a hybrid work schedule.

Essential Job Functions will include:

• 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.
• Responsible for clear & concise communication with clients on all matters related to the delivery of income tax returns.
• Responsible for timely and accurate response to tax questions, estimates, projections, and analysis.
• Work with tax staff to respond to tax notices and review of taxing agency correspondence.
• Stays up to date on tax law and any changes, as well as researching and communicating 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.

Required Knowledge, Skills, and Abilities:

• Minimum 7+ years of public accounting experience, or equivalent experience
• Bachelor’s degree in Accounting or related field
• Strong tax code knowledge and general accounting skills
• 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.
• Highly organized and tax-oriented
• Ability to communicate concepts to clients and advisors in concise and understandable fashion
• Must be detail-oriented and have excellent time-management skills
• Client first attitude including a passion for providing an excellent client experience

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.

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

$136,000 - $160,000 USD

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

• 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.
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• 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

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

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.

If you need an accommodation during the application or hiring process, please email [e-mail] . This inbox is for accommodation requests only.

If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here .