Tax Manager - High-Net-Worth & Client Leadership (Hybrid)

Mercer Advisors Inc.; Naples (FL); Hybrid; USD 106,000 - 155,000; Full time

Benefits offered by this job

Health benefits

401(k) match

Paid time off

Maternity and Parental Leave

Life Insurance

Disability Insurance

HSA with company contributions

Paid Holidays

Job summary

Mercer Advisors is seeking a Tax Manager to join our Tax Team. You will lead client relationships, prepare and review income tax returns for high-net-worth clients, and provide projections and analyses in a busy tax services environment.

You will mentor Senior Tax Associates and Tax Associates, ensuring clear client communication and staying current with tax law changes. No audits or assurance work, with a flexible work balance and incentives.

Qualifications

• Minimum 5+ 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.
• Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus.
• Highly organized and tax-oriented.
• Ability to handle a large volume of activities at one time.
• Ability to communicate concepts to clients and advisors in concise and understandable fashion.
• Must be detail-oriented and have excellent time-management skills.

Responsibilities

• Prepare, review and sign tax returns for high-net-worth individuals, trusts, and businesses.
• Create quarterly estimates and projections.
• Responsible for clear & concise communication with clients on all matters related to the delivery of income tax returns.
• Perform tax research.
• Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients.
• Work with tax staff to respond to tax notices and review of correspondence.
• Stays up to date on tax law and any changes, as well as communicates 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

Skills

Public accounting experience

Strong tax knowledge

Communication of concepts

Time management

Education

Bachelor's degree in Accounting

Tools

CCH Axcess

CCH Axcess Workflow

CCH Axcess Practice

SafeSend

Job description

Mercer Advisors is seeking a Tax Manager to join our Tax Team. You will lead client relationships, prepare and review income tax returns for high-net-worth clients, and provide projections and analyses in a busy tax services environment.

You will mentor Senior Tax Associates and Tax Associates, ensuring clear client communication and staying current with tax law changes. No audits or assurance work, with a flexible work balance and incentives.