Tax Manager II — Lead for High‑Net‑Worth Clients

Mercer Advisors; Imperial Beach (CA); On-site; USD 125,000 - 147,000; Full time

Benefits offered by this job

Company Paid Basic Life & AD&D

Health Insurance

401(k) with match

Paid Holidays

Job summary

Mercer Advisors seeks a Tax Manager II to join our Tax Team. You will lead client relationships, review and deliver income tax returns, projections, and analyses for high-net-worth clients.

The role emphasizes client service without the burden of billable hours typical of public accounting. You will collaborate with wealth advisors, ensuring accurate tax planning while mentoring Senior Tax Associates and Tax Associates.

Qualifications

• Bachelor’s degree in Accounting or related field required.
• CPA and/or EA professional designation required.
• Strong tax code knowledge and accounting skills.
• Experience with CCH Axcess, including Axcess, Workflow and Practice, and SafeSend is a plus.
• Excellent organization and time management; ability to handle high volume.

Responsibilities

• Review and sign tax returns for high-net-worth individuals, trusts, and businesses
• Create quarterly estimates and projections
• Communicate clearly with clients on tax delivery
• Perform tax research
• Respond to tax questions and notices with tax and wealth management clients
• Mentor Senior Tax Associates and others
• All other duties as assigned

Skills

Public accounting experience

Tax knowledge

Communication skills

Detail oriented

Time management

Education

Bachelor’s degree in Accounting or related field

CPA or EA

Master’s degree in Tax (plus)

Tools

CCH Axcess

Workflow and Practice

SafeSend

Job description

Mercer Advisors seeks a Tax Manager II to join our Tax Team. You will lead client relationships, review and deliver income tax returns, projections, and analyses for high-net-worth clients.

The role emphasizes client service without the burden of billable hours typical of public accounting. You will collaborate with wealth advisors, ensuring accurate tax planning while mentoring Senior Tax Associates and Tax Associates.