Tax Manager (Irvine, CA)

Merceradvisors; Irvine (CA); On-site; USD 106,250 - 125,000; Full time

Benefits offered by this job

Company Paid Life & AD&D Insurance

401(k) Retirement Plan

Generous paid time off program

Health Savings Account

Pet Insurance

Job summary

Mercer Advisors is seeking a Tax Manager to join our Tax Team in Irvine, California. This role emphasizes client relationships and includes preparing and reviewing income tax returns for high-net-worth clients. You will enjoy a work environment free of audits and billable hours, with a focus on work/life balance and professional development.

The position requires 5+ years of public accounting experience, CPA/EA credentials, and strong communication skills. Benefits include comprehensive insurance, a generous paid time off program, and a 401(k) match.

Qualifications

• Minimum 5+ years of public accounting experience or equivalent experience.
• Strong tax code knowledge and general accounting skills.
• Highly organized and tax-oriented.

Responsibilities

• Prepare, review and sign tax returns for high-net-worth individuals, trusts, and businesses.
• Create quarterly estimates and projections.
• Perform tax research and respond to tax questions.

Skills

Client service

Tax compliance

Communication skills

Time-management

Attention to detail

Education

Bachelor's degree in Accounting or related field

CPA and/or EA required

Master's degree in Tax

Tools

CCH Axcess

CCH Workflow and Practice

SafeSend

Job description

Job Summary

We are looking for 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 variety of clients. We do not do audits or assurance work, and there are no business development requirements.

As a member of the Tax Team, the Tax Manager is primarily responsible for leading client relationships, preparing, reviewing and delivering income tax returns, tax projections, and analysis for our clients. The Tax Manager has a passion for client service with experience in individual and entity tax preparation and review. The Tax Manager is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax services environment.

Essential Job Functions

• 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
• Respond promptly and accurately 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 correspondence
• Stays up to date on tax law and any changes, and communicates the effects of the law changes to clients
• Mentor 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

Required Knowledge, Skills, and Abilities

• 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
• 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

Work Schedule

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

Working Conditions

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether the position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routine sitting and standing for periods of time. No heavy lifting over 10 lbs.

Base Pay Range

$106,250—$125,000 USD

Benefits

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plans including two High Deductible Health Plans and a Traditional Co-Pay medical plan
• Kaiser Medical plans available in California
• Health Savings Account with company contributions if enrolled in either HDHP medical plan
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care
• 14 Company Paid Holidays including a full week off at Thanksgiving
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

Equal Opportunity Employer

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

Accommodations

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Additional Information

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