Tax Manager II for High-Net-Worth Clients

merceradvisors; Irvine (CA); Hybrid; USD 140,000 - 200,000; Full time

Job summary

Mercer Advisors in Irvine, CA seeks a Tax Manager II to join our Tax Team, delivering income tax returns, projections, and analyses for high-net-worth clients while maintaining a strong client-service orientation without traditional billable-hour pressures.

The Tax Manager II will lead client relationships, review tax returns, and mentor a team of Tax Associates, with staying current on tax law and collaborating with wealth advisors to provide compliant, timely services.

Qualifications

• Minimum 6+ years of public accounting experience, or equivalent experience.
• Bachelor's degree in Accounting or related field.
• CPA and/or EA required.
• Master's degree in Tax a plus.
• Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus.

Responsibilities

• 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.
• Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists in the local office or region, as assigned.

Skills

Public accounting

Tax knowledge

Communication

Detail-oriented

Education

Bachelor's degree in Accounting

Master's degree in Tax (plus)

CPA or EA required

Tools

CCH Axcess

CCH Axcess Practice

CCH Workflow

SafeSend

Job description

Mercer Advisors in Irvine, CA seeks a Tax Manager II to join our Tax Team, delivering income tax returns, projections, and analyses for high-net-worth clients while maintaining a strong client-service orientation without traditional billable-hour pressures.

The Tax Manager II will lead client relationships, review tax returns, and mentor a team of Tax Associates, with staying current on tax law and collaborating with wealth advisors to provide compliant, timely services.