Tax Manager - High-Net-Worth Client Services (Hybrid)

merceradvisors; Bend (OR); Hybrid; USD 110,000 - 180,000; Full time

Job summary

Mercer Advisors in Bend, OR is seeking a Tax Manager 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 clients.

We are looking for someone who loves client service but does not enjoy the headaches of billable hours in a traditional public accounting firm. We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide

Qualifications

• Minimum 5+ years of public accounting experience, or equivalent experience.
• Bachelor's degree in Accounting or related field.
• Preference of tax return experience within Portland, OR.
• Strong tax code knowledge and general accounting skills.
• CPA and/or EA required; Master’s degree in Tax a plus.
• 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.
• State tax experience, in terms of allocation and specific state items. Specifically, OR, CA, and WA.
• 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

Tax compliance

Client service

Communication skills

Time management

Education

Bachelor's degree in Accounting

CPA/EA certification

Master's in Tax (plus)

Tools

CCH Axcess

CCH Workflow

CCH Practice

SafeSend

Job description

Mercer Advisors in Bend, OR is seeking a Tax Manager 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 clients.

We are looking for someone who loves client service but does not enjoy the headaches of billable hours in a traditional public accounting firm. We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide