Tax Manager for High-Net-Worth Clients | Flexible Hours

Mercer Advisors; Bend (OR); Presencial; USD 94.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

401(k) retirement plan

Paid holidays

Paid time off

Parental leave

HSA with company contributions

Life insurance

Descripción de la vacante

Mercer Advisors is seeking a Tax Manager to join our Tax Team. This role focuses on leading client relationships, preparing and reviewing income tax returns, projections, and analyses for high-net-worth clients.

It is designed for someone who enjoys client service without the billable-hour model of public accounting. The Tax Manager will mentor a team of Senior Tax Associates and Tax Associates, coordinate with wealth advisors, and stay current on tax laws to advise clients effectively.

Formación

• Minimum 5+ years of public accounting experience.
• Bachelor’s degree in Accounting or related field.
• CPA and/or EA required.
• Experience with CCH Axcess (including Axcess, Workflow and Practice) and SafeSend is a plus.
• Preference for tax return experience in Portland, OR.

Responsabilidades

• Lead client relationships and deliver income tax returns, projections, and analysis for high-net-worth clients.
• Mentor Senior Tax Associates, Tax Associates, and/or Tax Support Specialists.
• Prepare, review and sign tax returns for individuals, trusts, and businesses.
• Communicate clearly with clients on delivery of tax returns and notices.
• Stay up to date on tax law changes and communicate effects to clients.

Conocimientos

Public accounting experience

Client service

Time management

Communication with clients

Attention to detail

Educación

Bachelor’s degree in Accounting or related field

CPA or EA required

Herramientas

CCH Axcess

CCH Axcess Workflow

SafeSend

Descripción del empleo

Mercer Advisors is seeking a Tax Manager to join our Tax Team. This role focuses on leading client relationships, preparing and reviewing income tax returns, projections, and analyses for high-net-worth clients.

It is designed for someone who enjoys client service without the billable-hour model of public accounting. The Tax Manager will mentor a team of Senior Tax Associates and Tax Associates, coordinate with wealth advisors, and stay current on tax laws to advise clients effectively.